Zachary Gerrells

At Chattahoochee Wealth, we specialize in serving two groups who face unique but overlapping challenges: Big 4 Partners and Directors navigating the complexities of their careers and benefits packages, and mid-career professionals balancing demanding jobs with family priorities. For Big Four Partners and Directors, your financial life is directly tied to your career in ways that most advisors don’t fully understand. From navigating independence and compliance restrictions, to making sense of partnership agreements, K-1 income, and firm benefits, the complexity can be overwhelming. Add in the weight of career decisions, like whether to remain at the firm or pursue opportunities elsewhere, and it’s clear why many Partners and Directors seek an advisor who understands their world. We help you evaluate those tradeoffs and integrate them into a comprehensive financial plan that covers every part of your financial life. For mid-career professionals, the challenge is no less pressing. Between raising families, advancing in your career, and trying to make life run smoothly, it’s easy for financial planning to get pushed aside. Questions like “Are we saving enough?”, “Are we investing wisely?”, or “How do we balance today’s needs with tomorrow’s goals?” often linger in the background. We provide a clear financial framework so you can feel confident your plan is keeping up with your life. What unites both groups is the reality that time is limited, careers are demanding, and financial complexity doesn’t resolve itself. That’s where we step in.

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.