Financial planning should fit your life, not the other way around. Foxholm Financial brings fee-only fiduciary advice directly to you across the Greater Atlanta metro area. No commissions, no AUM fees, no product sales. Your accounts stay in your name; we provide independent guidance you implement yourself.
House Calls Available
Our Strategic Portfolio Review ($900 flat fee) can include an in-person consultation at your home, our office, or a public space within the service areas listed below. We confirm the meeting location during your introductory call, before any payment.
What you receive: A written Investment Policy Statement, comprehensive portfolio analysis, and personalized contribution strategy tailored to your financial goals.
Remote-First, Local Expertise
Most consultations happen via video call, phone, or email. When you want face time, we come to you.
Email UsHow It Works
Free Intro Email
Send us an email to discuss your situation and determine if we're a good fit.
Remote Analysis
We review your accounts and build your Investment Policy Statement through secure document sharing.
Meet Your Way
Receive your deliverables via video call, phone, or in-person meeting within our service areas.
Neighborhoods We Serve
Click your neighborhood to see local meeting options and area-specific financial context.
City of Atlanta
DeKalb County
Fulton County
Gwinnett County
Clayton County
Available Services
Strategic Portfolio Review
In-Person AvailableA dual-pillar engagement combining an Investment Policy Statement (equity allocation & bond ladders) with a lifetime retirement spending analysis. Pay once for what you need.
- MaxiFi lifetime spending simulations (fixed vs. discretionary costs)
- Written Investment Policy Statement (equity & fixed-income mechanics)
- Step-by-step portfolio transition and cost analysis
- 60 minutes live consultation
Hourly Consulting
Project-based fiduciary guidance on specific topics, billed in 15-minute increments. No minimums, no ongoing commitments.
- Retirement readiness modeling
- Roth conversion analysis
- RSU and stock option planning
- Social Security claiming strategies
Ready to Get Started?
Send an email to discuss your financial situation and determine whether our services may be a good fit.
In-Person Meeting Terms
In-person meetings are available for clients with engagements of 3 hours or more within the neighborhoods listed above. Strategic Portfolio Review clients are the most common example. We can meet at your home, our office, or a public space. Location is confirmed during your complimentary introductory call, before any payment. Locations outside our standard service areas may be accommodated by mutual agreement.
Most client interactions happen remotely via video call, phone, or email. This approach allows us to serve clients efficiently regardless of location while reserving face-to-face time for when it matters most.