About Peachtree Planning

The Vindex Financial Partners Team is an affiliate of Peachtree Planning, which has been an innovator in financial planning since its founding in 1987. The Peachtree Family of Advisors excels at building unique and comprehensive strategies for clients nationwide. The firm has over 100 advisors, who work in various areas of planning and can be called on to support The Vindex Team when needed. Peachtree also boasts an impressive staff of personnel, who assist The Vindex Team in all manner of customer support.

Further, Peachtree Planning is an Agency of Guardian Life Insurance Company of America. This relationship with The Guardian affords us access to the country’s most notable advanced planning team of attorneys, CPAs and Insurance experts. This means you will always be armed with the valuable, pertinent information you need to make prudent financial decisions.

Peachtree Planning’s many offices have been recognized as a “Top Workplace” by numerous publications throughout the Southeast and continue to build a reputation of trust throughout their respective communities.