Four Pines Financial provides transparent financial planning and investment management services. We believe in an education-first approach so you understand how your money is working for you and why.
More About UsOur clients are individuals and families at every stage of life, from getting started to more complex wealth planning. We work to understand your needs and build a plan that fits your life. Between our expertise and tech-enabled tools, we will help you make confident decisions over time, leading to a life of well-being, in more than just your finances.
Education Planning
Long-Term Investing
Estate and Guardianship Considerations
Employer Benefits Optimization
Emergency Funds
Investment Strategies
Debt Management
Savings Hierarchy
Insurance and Risk Management
Comprehensive Planning
Equity Compensation Strategies
Tax Planning
Business Planning
Term and Umbrella Life Insurance
Estate and Legal Documents
Investment Allocation Review
RMDs
Distribution Strategies
Social Security Planning
Healthcare Planning
Trust, Estate Plan Reviews
Charitable Giving
Trust Strategies
Mutli-generational Family Wealth
We provide transparent, values-aligned, client-centered financial solutions.
We help clients understand their financial picture in plain language so they can make confident decisions.
Our advice is diligent, well-informed, and grounded in real expertise from a CERTIFIED FINANCIAL PLANNER® (CFP®).
We fortify all client solutions with industry leading technology for the highest-quality client experience.
976 Brady Ave NW
Suite 100
Atlanta, GA 30318
404-738-9697
trevor@fourpinesfinancial.com
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