Financial Advisors
Atlanta, GA
CPA Allies is a financial planning and investment management firm specializing in serving women professionals, entrepreneurs, CPAs, and accounting firms in Atlanta. Founded by Jeff Morris, a fiduciary advisor committed to transparent, conflict-free guidance, the firm provides comprehensive financial planning across all life stages—from budget planning and debt reduction for those starting out, to retirement income optimization and legacy planning for retirees. Beyond investment management, CPA Allies offers tax strategy, insurance protection, estate planning guidance, and personalized advice for major life transitions, helping clients protect and grow their wealth with confidence.
Ideal for: Women professionals and entrepreneurs, CPA firm owners, high-income earners navigating career and family transitions, business owners seeking tax strategy
Service area: Atlanta, Georgia and surrounding areas
Fiduciary Advisor: Licensed fiduciary who pledges to act in clients' best interest, proactively disclose conflicts, and reject compensation tied to product sales.
Specialized in Women & CPAs: Deep expertise serving women professionals, entrepreneurs, and accounting firm owners—understanding their unique financial challenges and career transitions.
Comprehensive Life-Stage Planning: Offers personalized strategies across all phases of life, including tax optimization, insurance protection, estate planning, and guidance for major life changes like divorce or widowhood.
Address: 10 Glenlake Pkwy NE Suite 130, Atlanta, GA 30328
Phone: (404) 596-8080
Website: cpaallies.com
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