financial advisor in athens, ga

Financial planning and advice
to help you live fully.

Full-service financial planning and investment management to help you get where you want to be tomorrow while living fully today.

financial advisor in athens, ga

Financial planning
that helps you
live fully.  

Full-service financial planning and investment management to help you get where you want to be tomorrow while living fully today.

Ben Jacobs and Cody Nichelson from Fully Financial sit together at a conference room table

Get a financial plan
that’s fully yours.

Goals, dreams, and plans. Everyone has them, but no two are exactly the same. As your trusted fiduciary, we’ll bring all the pieces together to build a plan that’s fully yours.

Say hello to your personal CFO

Protect, grow, and preserve your savings.

Working with a trusted financial advisor is an investment in your confidence, certainty, time, and peace of mind.

Request a Consultation

Experience The Fully Difference

You deserve a financial advisor who is actually going to help you — not push products or chase commission checks. With Fully, you’ll get high-touch service from a fiduciary financial planner who’s always focused on what’s best for you.

Fee-only, transparent, and all-inclusive pricing

CFP® professional — the gold standard of financial planning certifications

Fiduciary 100% of the time

Comprehensive goals-based financial planning

Daily portfolio monitoring and dynamic rebalancing

Low-cost, tax-efficient investments with broad diversification tailored to your risk tolerance

Advisory services for all your investment accounts — including your 401(k)

No minimum asset requirement

Unlimited adjustments and on-demand advice

Concierge services, such as collaborating with your tax accountant and estate attorney

What You Avoid:

Commission-based sales incentives and hidden fees

Working with an advisor who is not a CFP® professional or formally educated in financial planning

Working with an advisor who cannot commit to acting as your fiduciary at all times

Generic, templated financial planning and advice

Time-based portfolio rebalancing

Limited investment options and proprietary products, sometimes with high underlying costs

Being left on your own to manage your employer-sponsored retirement plan, like 401(k)s

$1,000,000+ asset minimum requirement

A limited number of live engagements

We're here to help.

Guided by their belief that everyone can benefit from having a trusted financial partner, Fully co-founders Ben Jacobs and Cody Nichelson took their experience in the financial planning industry to create a personalized and high-touch approach to client service.

At Fully, we treat our clients like family. Working together, we'll help cover everything your money touches, so you have clarity and confidence in all your financial decisions.

Ben Jacobs from Fully Financial sitting at a conference room table presenting to a client
Featured in
nyt
consumer credit
cnbc
napfa
Together, we'll help you live fully.
Financial planning can be complicated and time-consuming. As a partner on your financial journey, we do the heavy lifting — so you can focus on what matters most while being fully prepared for whatever comes next.
Request a Consultation