Foxholm Financial is a fee-only fiduciary advisor serving Suwanee, GA and the rest of Gwinnett County. We work with professionals at employers like Mitsubishi Electric or Northside Hospital, along with families and retirees who want independent, conflict-free advice with no asset minimums and no commissions.
No asset minimums and no commissions. With Suwanee property taxes averaging about $6,720 a year, tax-aware, transparent advice is worth more than a sales pitch.
We Come to You: House Calls in Suwanee
For Suwanee clients who prefer to meet in person, we offer house calls, with no drive across town and no I-85 traffic.
Learn About Strategic ReviewsSkip the Commute
Sitting in I-85 traffic to reach a financial advisor is time you will not get back. We meet Suwanee clients remotely or in person, close to home.
Our Strategic Portfolio Review includes an in-person meeting option: a private meeting room near Suwanee (like 3235 Satellite Boulevard), your home, video call, phone, or email. We will work with you to choose the format that fits your schedule. Initial consultations are free.
We book private meeting rooms through professional office networks, including Regus, LiquidSpace, and Tagvenue. This means we can secure a quiet, professional space near Suwanee without maintaining a permanent office. The result is lower overhead, which translates directly into lower fees for clients.
This model works well for busy professionals at Mitsubishi Electric or Northside Hospital, educators at North Gwinnett High School, and families who value both efficiency and discretion.
Dedicated Meeting Space
Private Office at 3235 Satellite Boulevard
Regus, 3235 Satellite Boulevard, Building 400, Suite 300, Duluth
or your home, video call, or phone
We handle the analysis so you can spend less time on spreadsheets and more time enjoying Suwanee Town Center Park.
Local Expertise
Fiduciary guidance available for Gwinnett County families
Many Suwanee households we work with are weighing retirement readiness for dual-income professional households, often while balancing demanding careers at employers like Mitsubishi Electric or Northside Hospital. The areas below are where fee-only, conflict-free advice tends to matter most for Gwinnett County families.
Fiduciary-Standard Reviews
Comprehensive portfolio analysis with no commissions and no product sales, just independent, conflict-free advice from a registered fiduciary. Our Strategic Portfolio Review includes 401(k) analysis, expense ratio optimization, and a written Investment Policy Statement.
Retirement Income Planning
Lifetime spending analysis (running 500 Monte Carlo simulations via MaxiFi Planner to test your fixed and discretionary costs), combined with tax-efficient withdrawal sequencing designed to help extend the longevity of your savings. Monte Carlo simulations model a range of possible outcomes; actual results may differ from projections.
Commission-Free Bond Buying
Most brokers mark up bond prices. We help you buy direct or use low-cost funds, keeping that yield in your pocket. Our Georgia municipal bond strategies seek to improve tax-efficient income in retirement.
Tax-Smart Account Strategies
Roth conversion analysis, 401(k) rollover guidance, and IRMAA planning designed to help reduce lifetime taxes.
Focused Portfolio Review
Want a professional second opinion on your current portfolio? Our Focused Portfolio Review ($300) provides in-depth feedback on what you own today: analyzing expense ratios, identifying overlap and redundancy, and assessing your asset allocation and risk exposure.
Well-suited for Gwinnett County professionals who want fiduciary guidance without a comprehensive review.
Learn About Focused ReviewsCommon Questions from Gwinnett County Families
No. Foxholm Financial uses a remote-first service model. Initial consultations are free and conducted online. Our Strategic Portfolio Review includes an in-person meeting option at a private office near Suwanee (such as 3235 Satellite Boulevard) or at your home. We use networks like Regus, LiquidSpace, and Tagvenue to reserve meeting rooms close to you.
Yes. We help Suwanee residents make the most of their benefits from Mitsubishi Electric or Northside Hospital, including RSU vesting schedules, ESPP participation, and stock option planning. We also serve educators at North Gwinnett High School, families, and retirees across Gwinnett County.
Property taxes in Suwanee average about $6,720 a year, based on a median home value near $480,000 and Gwinnett County millage. We build your housing and tax costs into retirement and cash-flow planning, and we check whether homestead exemptions apply to you. These estimates are simplified and do not reflect every exemption.
A common need in Gwinnett County is retirement readiness for dual-income professional households. We also handle retirement income planning, Roth conversion analysis, 401(k) and rollover decisions, and second opinions on a portfolio you already hold. Everything is fee-only, with no commissions and no asset minimums.
The Financial Reality of Living in Suwanee
Data-driven context for your financial plan
With property taxes in Suwanee averaging $6,720, tax efficiency isn't just a buzzword. It's a necessity. We build plans that account for your specific local cost of living.
Local Tax Burden
6.0%
Sales Tax
$6,720/yr
Est. Property Tax
Based on median home value
Housing Market
$480,000
Median Home Value (ZHVI)
Known locally for master-planned communities and active-adult neighborhoods.
Suwanee's Suwanee Town Center and surrounding master-planned communities attract families and near-retirees with above-average household incomes. The lower Gwinnett County tax rate (6.0% sales tax vs. 7.75% in Fulton) creates additional savings opportunity for tax-aware planning.
Community Investment
$11,800
Per-Student Spending
Gwinnett County Public Schools
Higher spending often correlates with stronger property value retention.
Services
Transparent, fee-only pricing
Strategic Portfolio Review
$900
flat fee
A dual-pillar engagement combining an Investment Policy Statement (equity allocation & bond ladders) with a lifetime retirement spending analysis.
In-person meeting available in Suwanee
- 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
View Samples: Self-Employed Couple | Retired Widow
Hourly Consulting
$300
/hour
Fiduciary guidance on specific topics. Billed in 15-minute increments.
- Retirement readiness modeling
- Roth conversion analysis
- 401(k) & fixed income allocation
- RSU/stock option planning
The Math: Flat Fee vs. Percentage of Assets
The typical financial advisor charges 0.90% of assets under management (AUM) annually. On a $1.5 million portfolio, that fee is $13,500 every year, regardless of the work performed, and that number grows as your portfolio appreciates.
Foxholm Financial charges a flat $900 for a comprehensive Strategic Portfolio Review. You receive the same deliverables: a written Investment Policy Statement, portfolio analysis, expense ratio audit, and contribution strategy. The difference is structural: our fee reflects the actual work performed, not a perpetual percentage of your wealth. An advice-only model does not include ongoing portfolio management, trade execution, or custodial services, so the comparison depends on the level of service required.
| Fee Model | Year 1 | Year 5 |
|---|---|---|
| 0.90% AUM ($1.5M portfolio) | $13,500 | $67,500 |
| Foxholm Financial (flat fee) | $900 | $4,500 |
AUM estimate assumes a static $1.5M portfolio with no growth. Actual AUM fees increase as portfolio value appreciates. Foxholm Financial estimate assumes one Strategic Portfolio Review per year. An advice-only model does not include ongoing portfolio management, trade execution, or custodial services. Clients who need continuous management may benefit from an AUM relationship. The right model depends on the level of service required.
Serving Suwanee and Surrounding Areas
Foxholm Financial serves Suwanee and the surrounding Gwinnett County communities. Remote consultations are available anywhere, and in-person meetings can be arranged close to home.
Ready to Get Started?
Send an email to discuss your financial situation and determine whether our services may be a good fit.
Serving Suwanee, GA and ZIP codes 30024
Disclaimer: References to employers and businesses on this page are for geographic context only. Foxholm Financial is not affiliated with, endorsed by, or sponsored by any company mentioned.
Financial Reality Data Sources (as of February 2026)
Sales tax rates: Georgia Department of Revenue | Property tax millage rates: GA DOR Property Tax Administration | Median home values: Orchard.com (30-day median sale prices) | Living wage estimates: MIT Living Wage Calculator | School per-pupil spending: Georgia Governor's Office of Student Achievement (GOSA)
Property Tax Calculation: Georgia assesses property at 40% of fair market value. Estimated annual tax = Median Home Value × 40% × (Millage Rate ÷ 1,000). For Suwanee: $480,000 × 0.40 × (35.00 ÷ 1,000) = ~$6,720/year.
Data is provided for informational purposes only and may not reflect current values. Property tax estimates use simplified calculations and do not account for all exemptions.