Planning for your Future

Solid Financial Strength take Proper Planning

Planning for your Families Future

Planning for Non-traditional Couples

Financial Planning for Single Parents
Financial Planning for Couples
Financial Planning for Retirement

Our Client First Promise

Halcyon Wealth Management, LLC, is a fee-only financial planning firm located in Peachtree City, Georgia, serving the surrounding Atlanta area. As a fee-only firm, the firm is not paid commissions, does not accept fees of any kind from any product providers, and does not sell any insurance products. Being a fiduciary means being a true advocate for the client….it is our duty to always put the client’s interests first.

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Featured in:

  • Investment Management

    Halcyon Wealth Management believes in a passive, long-term approach to investing. More of your money works for you with no commissions, less trade costs, lower fund expenses. See what approach Halcyon Wealth Management will take to manage your wealth.

    Investment Management
  • Financial Planning

    Halcyon Wealth Management will develop a comprehensive financial plan based on your specific lifestyle, goals, spending, and assets. I will then help you to implement this plan. See which areas Halcyon Wealth Management can help.

    Financial Planning
  • Non-traditional Couples

    Did you know that it can cost a non-traditional couple hundreds of thousands of dollars more over their lifetime than a traditional married couple?! See how Halcyon Wealth Management can preserve your wealth.

    Non-traditional Couples

Reducing your stress, increasing the probability of your success

Carol Berger CFP®, ADPA®, the firm’s founder and principal, provides comprehensive financial planning and investment advisory services to individuals and couples – both traditional and non-traditional. The goal is to help find solutions that are closely aligned with the client’s specific objectives and needs.  Focus will be placed on the following areas:

  • Investment management
  • Risk management and insurance planning
  • Tax planning
  • Retirement planning
  • Estate planning

Why choose Halcyon Wealth Management?

  • NO commissions, NO hidden fees of any kind, NO selling of any insurance products
  • RiA“RIA” means we are registered with the state of Georgia. Registration does not mean a government agency approves an advisor or reviews their qualifications.
  • Fiduciary duty to always put the client’s interests first, a true advocate for the client
  • Complete confidentiality
  • Total transparency
  • Major institutional custodian safeguards your assets, provides a multitude of features

But most importantly I will…..

  • help grow your wealth, preserve and protect that wealth
  • assist you in achieving your life goals
  • offer objective, unbiased advice in a truly non-judgemental way