Brianna Shealey - Buena Vista Financial Planning LLC
Helping clients find clarity of their financial future while humanizing the financial planning experience.
Brianna Shealey - Buena Vista Financial Planning LLC · Decatur, Georgia
Is this you, Brianna?
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About
Hello! My name is Brianna Shealey and I am a financial advisor at Buena Vista Financial Planning. Ever since I was a little girl, I've enjoyed learning about how money works and now I look forward to helping you understand how it can work for you. In our practice, we focus on covering your full financial picture by planning around 6 pillars:
I. Cashflow and Employee Benefits Planning II. Investment Strategy III. Catastrophe Planning IV. Tax Planning V. Retirement Planning VI. Estate Planning
Through these pillars, we design for your life, plan for things you value, and ensure we protect the things that matter most to you. I also take pride in humanizing the financial planning experience as I believe financial planning shouldn't be scary! In actuality, it should be an opportunity for you to take off the mask and be vulnerable in a judgement free space, so that you can get the best advice possible and be able to live life without fear. So if I sound like your cup of tea, please shoot me an email or give me a call! Everything always starts with a conversation and I'm always happy to chat :)
Who they serve
- HENRY (high earner, not rich yet)
- Executives
- Early-career professionals
- Pre-retirees
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Philanthropic Planning
Structured record
| Name | Brianna Shealey - Buena Vista Financial Planning LLC |
|---|---|
| Firm | Brianna Shealey - Buena Vista Financial Planning LLC |
| Location | Decatur, Georgia |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | $100M - $500M |
| Founded | 2024 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Designations | Series 66 · Series 7 |
| Investment approach | Blend of both |
| Website | https://buenavistafp.com/ |
| /briannashealey05182015 |
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Specialties
- Retirement planning
- Equity compensation
- Sustainable & impact investing
- Family wealth transfer
- Pension planning