F5 Financial is a fee-only wealth management firm that takes a holistic approach to financial planning, personal goals, and behavioral change. What really sets us apart is how intentionally we connect money to life. We believe money is a tool — not the destination. F5 Financial is a fee-only wealth management and financial planning firm. That means we don’t sell products, we don’t earn commissions, and we don’t get paid for recommending one solution over another. Our clients agree to a clear FEE upfront, and from that point forward, our advice is focused entirely on their financial wellbeing. This structure allows us to deliver objective, conflict-free guidance built on trust and transparency. With our holistic approach to planning, we help individuals and families make intentional decisions that supports both financial freedom and a life of significance. At F5 Financial Planning, our goal is simple: to help people use their money intentionally, live with confidence, and build a life that truly matters.
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Address
F5 Financial
70 Macon Street
McDonough, GA 30253
Phone Number
Hours
Mon: 8am – 5pm
Tue: 8am- 5pm
Wed: 8am- 5pm
Thu: 8am- 5pm
Fri: 8am- 5pm
Sat: Closed
Sun: Closed
What Our Clients Have to Say
These reviews were voluntarily provided by our clients. No compensation was provided to clients in exchange for their reviews. We requested ratings from all clients via email. Clients who responded either wrote their own review, or collaborated with a third-party marketing agency that crafted their spoken words into written testimonials. Each client posted their own feedback on Google.
F5 Financial: Mcdonough, GA
F5 Financial is a fee-only financial advisor serving McDonough, GA and the Atlanta area. Josh Duncan, our team lead in the McDonough, GA region, is a Certified Financial Planner (CFP®). Josh is a fiduciary and provides holistic financial planning and wealth management with F5 Financial.
F5 Financial is an approved advisor with Dimensional Fund Advisors (DFA).
F5 Financial possesses specialty knowledge pertaining to Georgia state laws that affect taxes, investing, and wealth management and transfer.
F5 Financial can help those in and around Mcdonough with the following services:
- Retirement Planning
- Education and 529 Planning
- Investment Management
- Estate Planning
- Cash Flow Planning & Budgeting
- Tax Planning
- DFA Funds
F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.
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The F5 Process
Are you looking for more Financial Freedom
and Personal Significance in your life?
The F5 Process begins with your goals and vision and leads to the execution of your financial plan. Cash flow management, insurance, taxes, work benefits, education planning, and investment management are all integrated into this plan. If you're searching for more Freedom & Significance in your life, click to learn more about the F5 Process.
