The Georgia Advisory Group has been serving the Metro Atlanta and primarily Roswell, Alpharetta and Milton for over 30 years. We are a full service financial planning firm. We are independent, meaning we have no proprietary products or services.
Our core focus is wealth accumulation with protection from down or fast moving markets and *guaranteed retirement income for life. Though a conservative approach, we believe in helping you hold on to what you have earned or saved by placing safeguards in place.
Our job is and has been to stay focused on what we know from years of experience and to be able to help our clients deal with every market condition imaginable.
Terry Prillaman cut his teeth with the big Wall Street firms starting in 1983 and spent the early part of his career as a portfolio manager and retirement plan specialist. He has managed millions of dollars in assets with the focus on protection of holdings. Licensed as a Registered Investment Advisor, owner of several successful businesses, Terry can help you navigate the "do's and don'ts" of successful wealth accumulation.Dave Duley is a longtime resident of Alpharetta and Milton for over 37 years. Dave has been licensed for over 30 years in the insurance and securities fields. Dave also is an Investment Advisor Representative. He has been on the advisory board of major insurance companies and broker/dealers and has spoken to literally thousands of retirees on how to create fixed income, guaranteed lifetime pensions into the future. Dave has had extensive experience in estate planning working with some of the brightest Tax and Estate attorneys in Atlanta.
Dave and Terry handle Fee based Managed accounts through their own Registered Advisory Firm. "Where there are many counselors, there is much wisdom"- Let us give you a snapshot of where you are and more importantly, what roads lay ahead.
*Guaranteed Income provided by the stability of the Insurance Companies and their ability to perform and their financial strength.
Hi! Welcome to Georgia Advisory Group LLC. If you don't mind my asking... who am I speaking with and how did you hear about us?