Peachtree Planning

Wealth Management & Financial Advisorypeachtreeplanning.com

Peachtree Planning is a private financial advisory firm headquartered in Atlanta, GA, providing financial planning, wealth management, retirement, risk management, and estate services to individuals, families, and business owners across the southeastern United States as an agency of Guardian Life and an OSJ for Park Avenue Securities.

Company typePrivate
Founded1987
HeadquartersAtlanta, United States
Headcount101–250
GTM typeB2B and B2C
OfferingServices

What Peachtree Planning does

Peachtree Planning is a private financial advisory firm headquartered in Atlanta, Georgia, that delivers comprehensive financial planning, wealth management, retirement planning, risk management (life and disability insurance), business planning, and legacy/estate services to individuals, families, and business owners across the southeastern United States. The firm operates four physical offices in Atlanta GA, Brentwood TN, Birmingham AL, and Greenville SC, and employs between 101 and 250 staff including licensed financial advisors. Its proprietary technology centerpiece is The Living Balance Sheet, a client-facing planning scorecard and tracking portal that consolidates a household's financial position, supplemented by online term life and disability insurance quote tools and an extensive educational resource center covering retirement, tax, investments, and lifestyle topics.

The firm's distribution model is built around its agency relationship with The Guardian Life Insurance Company of America, a major mutual life insurer, and its role as an Office of Supervisory Jurisdiction for Park Avenue Securities LLC, a registered broker-dealer and investment adviser wholly owned by Guardian. Through these channels, Peachtree delivers insurance products, securities, and advisory services under a single integrated offering, with the OSJ structure providing regulatory oversight for in-house securities activities.

Revenue is generated primarily through professional advisory fees, insurance product commissions (via Guardian), and securities/wealth management revenue share (via Park Avenue Securities). The go-to-market approach is sales-led and relationship-driven, emphasizing long-term partnerships, in-person advisor engagement, content marketing targeted at persona-specific segments (Gen X, gig workers, working mothers, business owners), and referrals. Founded in 1987, Peachtree Planning functions as a regional distribution arm within Guardian's broader agency network rather than an independent RIA.

Peachtree Planning firmographics

Firmographics

Name: Peachtree Planning
Legal name: Peachtree Planning
Website: https://peachtreeplanning.com
Company type: Private
Founded year: 1987
Operating status: Operating
Headcount range: 101–250 employees
Short description: Peachtree Planning is a private financial advisory firm headquartered in Atlanta, GA, providing financial planning, wealth management, retirement, risk management, and estate services to individuals, families, and business owners across the southeastern United States as an agency of Guardian Life and an OSJ for Park Avenue Securities.
Ownership category
akta.pro rank

Peachtree Planning industry classification

Industry

Product category: Wealth Management & Financial Advisory
NAICS: Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC: Investment Advice (6282), Life Insurance (6311)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industries: Business Owner & Executive Financial Planning (FSAEAAAO), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Estate & Legacy Planning Advisory (FSAEAAAG), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

Financial planning services
Wealth management advisory
Retirement planning
Insurance products
Estate planning services

Where Peachtree Planning is headquartered

Location

Headquarters

HQ city: Atlanta
HQ country: United States
HQ region: North America

Offices4 records

Markets served

Peachtree Planning business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory Services: Comprehensive financial planning and wealth management services provided through licensed financial advisors. Services include financial planning, wealth management, retirement planning, risk management, business planning, and legacy/estate planning.
Insurance Products: Risk management products including life insurance (term, whole life), disability insurance, and annuities. Sold through the Guardian Life Insurance Company of America agency relationship.
Securities Products: Securities products and advisory services offered through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment adviser and wholly owned subsidiary of Guardian.

Pricing tiers

Model	Billing	Price
Other	Annual	Financial Planning Services - Custom Quote Required

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Peachtree Planning product offering

Product offering

Core offering

Peachtree Planning provides comprehensive financial guidance and wealth management services to individuals, families, and business owners through licensed financial advisors across the southeastern United States. Core offerings include financial planning, wealth management, retirement planning, risk management (life and disability insurance), business planning strategies, and legacy/estate planning, delivered through direct advisory relationships from four regional offices.

Product overview

Peachtree Planning is a wealth management and financial advisory firm offering a comprehensive suite of financial planning services through a unified advisory approach. The core offerings include Financial Planning Services, Wealth Management, Retirement Planning, Risk Management (life and disability insurance), Business Planning Strategies, and Legacy and Estate Considerations, all designed to work together as an integrated financial strategy. Supporting the core advisory services, the firm provides self-service tools including Term Life and Disability Insurance Quote tools, a Tax Resources hub with forms and rate tables, and The Living Balance Sheet client portal. The firm operates as an Agency of The Guardian Life Insurance Company of America with securities and advisory services through Park Avenue Securities LLC.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Services

Quantifiable outcome

Organized financial life with clear visibility into the big picture
+1 more outcomes

Companies that use Peachtree Planning

Customer profile

Segments5 records

Ideal customer profiles2 records

Peachtree Planning technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Peachtree Planning partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and minor.

Guardian Life Insurance Company of AmericacoreStrategic or Co-development PartnerPeachtree Planning is an Agency of The Guardian Life Insurance Company of America, a major mutual life insurance company headquartered in New York, NY. This partnership provides access to insurance products including life insurance, disability insurance, and annuities.
Park Avenue Securities LLC (PAS)coreChannel Partner/ Reseller/ DistributorPark Avenue Securities LLC is a registered broker-dealer and registered investment adviser and a wholly owned subsidiary of Guardian Life Insurance Company of America. Securities products and advisory services are offered through PAS. OSJ: 5600 Glenridge Dr Suite 600 East, Atlanta, GA 30342.
FINRAminorOthersFinancial Industry Regulatory Authority - Self-regulatory organization overseeing securities firms. Member FINRA/SIPC.
SIPCminorOthersSecurities Investor Protection Corporation - Provides protection for securities customers of SIPC-member brokerage firms.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Peachtree Planning competitors and assessment

Company assessment

Broad incumbents

MassMutual:
Northwestern Mutual: Large mutual financial services firm with an extensive captive advisor network offering insurance, wealth management, and financial planning. Closely comparable to Peachtree Planning's Guardian-agency model and holistic planning approach, but at significantly larger national scale.
Raymond James Financial: Diversified financial services holding company with a large independent advisor channel providing wealth management, retirement, and financial planning services. Comparable to Peachtree Planning through its branch-based advisory model, though it also operates asset management, investment banking, and capital markets businesses.

Direct peers

Edward Jones: Branch-based financial advisory firm focused on individual investors and small-business owners across U.S. communities. Direct comp on advisor-led model, comprehensive financial planning, and physical-office regional presence — overlapping heavily with Peachtree Planning's GTM and service mix.
Ameriprise Financial: National diversified financial services company with a large franchise of independent financial advisors offering wealth management, retirement planning, and insurance. Comparable on advisor-led delivery, comprehensive planning offering, and cross-sell into insurance/annuities.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Peachtree Planning financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Peachtree Planning leadership team

Management profile

Number of profiles

Peachtree Planning funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Peachtree Planning M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peachtree Planning

What does Peachtree Planning do?

Is Peachtree Planning a public or private company?

Peachtree Planning is a private company. It is classified as corporate owned and is currently operating.

When was Peachtree Planning founded?

Peachtree Planning was founded in 1987. It employs 101 to 250 people.

Where is Peachtree Planning based?

Peachtree Planning is headquartered in Atlanta, United States, in the North America region.

How does Peachtree Planning make money?

Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are insurance Products and securities Products.

Who are Peachtree Planning's main competitors?

Broad incumbents on record are MassMutual, Northwestern Mutual and Raymond James Financial. Direct peers are Edward Jones and Ameriprise Financial.

Does Peachtree Planning have an API?

No public API is recorded for Peachtree Planning.

What industry is Peachtree Planning in?

Peachtree Planning's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 52394 and its SIC code is 6282.