Fully Financial - Athens, Georgia

Allison C.

Ben & Cody are incredible financial advisors who truly care. They are consistent, knowledgeable, and always go the extra mile to ensure my money is managed wisely. As fellow small business owners, they understand my unique needs and provide expert guidance with a personal touch. I couldn't recommend them more!

Allison N.

Ben and Cody were exactly the right team to help our family at a difficult time. They are both absolute professionals and handled our situation with compassion, thoughtfulness, and clarity (and humor!). We feel confident that we made the right choice to work with Fully Financial. After talking to Ben and Cody, we feel empowered to make the right financial decisions for our family and know we can trust their advice in the future. I cannot recommend Fully Financial highly enough.

Kristin C.

Fully Financial really takes the time to truly understand our needs and provides thoughtful, personalized guidance. They’re more than just investment advisors; they take a holistic approach, helping with everything from savings strategies to tax planning and budgeting. You are never just a number or a dollar sign to them, they genuinely care about the success of their clients.

Irvin A.

Fully Financial was recommended to me by a close friend who knew I was looking for an advisory group that could go far beyond the norm in evaluating and optimizing my financial goals. It turned out to be one of the most important references of my life. Upon our first meeting Cody and Ben, the principals of FF, were notably kind, welcoming and responsive to my needs. But more importantly they have PROVEN to me, over the last 6 months, that along with their support and kindness, they are determined and relentless in working toward making my goals, their goals. They have organized my economic resources in a way that I never thought possible, and they have provided me with great peace of mind in my financial future. I am literally thrilled to have them as the “watchmen” protecting my interest, and my confidence and trust in them is absolute.

Rodrigo M.

I've been working with Ben and Cody for the past 13 months and couldn't recommend them more. They are always available to help, bring unique perspectives on best ways to plan my finance life, and documents everything with good reports and support materials!

Margaret B.

As a 53-year-old woman looking ahead to retirement, I knew I needed more than just vague financial advice—I needed a solid plan and a partner to guide me. Fully Financial, and specifically Ben and Cody, turned out to be exactly what I was searching for.

From the moment we sat down, I felt at ease. Our planning meetings were anything but rushed. Ben and Cody dove deeply into my financial situation, asking questions, listening carefully, and explaining strategies until I was truly comfortable. Their patience and commitment to making sure I understood my options were genuine, and they never glossed over the details. Instead, they empowered me, showing how each decision could impact my future. It felt like a team effort, with no pressure, only clear guidance.

What really stood out was their holistic approach. They carefully examined my work-related benefits, spotting opportunities I hadn’t noticed, like optimizing my 401(k) and taking advantage of employer perks I’d overlooked. They even explained how best to manage my health savings account and maximize tax advantages. I came away feeling like I was finally making the most of what I had earned.

Beyond that, they extended their support in unexpected ways. When I needed some financial court documents notarized, they didn’t hesitate to help. This went beyond typical financial planning and showed me they cared about my whole financial journey, not just my investments. It was clear that my well-being was their priority.

Of course, the core of our work together was planning for my long-term goals. I shared my dreams of traveling and sending my son to my college alma mater, and Ben and Cody crafted an investment strategy that balanced growth and security. They explained how it could evolve with me, making me feel prepared for the road ahead. Their advice was not only about returns but about how to enjoy my retirement without worry.

Fully Financial isn’t just about managing money; they’re about understanding the life behind the numbers. Thanks to Ben and Cody’s thoughtful guidance, I now look forward to retirement with genuine excitement. If you’re seeking planners who care deeply about your future and will support you every step of the way, I can’t recommend them enough!

Carolina H.

Ben and Cody are so knowledgeable, professional and all around good humans to work with. Since we started working with them we have had peace of mind in our financials and only wish we would have started sooner!

Fernanda L.

My husband and I started working with Ben and Cody after many of my friends recommended them. As a young couple wishing to retire and with no previous finance experience, working with Fully Financial has been amazing! Ben and Cody are very thorough, knowledgeable, and patient with my endless questions! They have helped us make better financial decisions, think about out short and long-term goals, and how to better prepare ourselves for the future. We are very please with the job they have done and will strongly recommend them to friends.