True Square Financial

True Square Financial is a financial planner in Atlanta, GA. The firm provides fee‑only fiduciary financial planning and investment advice to individuals and families, especially busy professionals whose careers are unpredictable, who receive stock‑based compensation, own businesses, or have complex tax and education funding needs. Services include comprehensive financial planning, investment management, and limited‑scope financial planning consultations, all delivered for a flat monthly fee with no asset minimums. True Square Financial serves clients throughout the United States and welcomes in‑person meetings with Atlanta residents, and it holds a 5.00 rating from reviewers.

The practice operates as an independent, fee‑only registered investment adviser that is legally obligated to put clients’ interests first. It does not accept compensation from third parties, charging clients directly for its work. The firm’s flexible service model lets clients choose which aspects of their finances to manage themselves and which to delegate. Founder Dan Mahoney, CFP®, brings more than 15 years of experience in financial services, holds the Certified Financial Planner™ designation, and has academic credentials in economics from Dartmouth College and an MBA from the University of Virginia. True Square Financial advises across the full spectrum of personal finance, including investments, tax planning, real estate, mortgages, insurance, education funding, student loans, retirement, and estate planning.

The office is located at 1355 Peachtree Street Northeast, Suite 1150, just steps from Peachtree Street Northeast and the FedEx Office Print & Ship Center. It sits within a short walk of cultural landmarks such as the Museum of Design Atlanta (approximately 0.1 mile away), Hill Auditorium, and the public artwork The Shade, and is near 17th Street Northeast.

By combining fee‑only fiduciary responsibility with a flat‑fee structure and no asset thresholds, True Square Financial delivers customized, comprehensive financial planning that aligns with the needs of Atlanta’s busy professionals and families.

Services:

• Business Ownership Consulting
• Customized Financial Support
• Fee-Only Financial Planning
• Investment Advice
• Tax Reduction Strategies