B. Brandon  Mackie,  CFP<sup>&reg;</sup> - Financial Advisor

B. Brandon Mackie, CFP®

Managing Associate / Investment Advisor Representative

Felton & Peel Wealth Management

1436 Falkirk Lane
Kennesaw, GA 30152

Felton & Peel Wealth Management

1436 Falkirk Lane
Kennesaw, GA 30152
FINANCIAL ADVISOR'S WEBSITE
(404) 840-2557 CONNECT WITH B. Brandon
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General

B. Brandon Mackie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Felton & Peel Wealth Management in Kennesaw, GA and the surrounding communities.

Financial Advisor Overview

B. Brandon Mackie, CFP® is a Managing Associate at Felton & Peel Wealth Management, whose responsibilities include working with clients to develop, implement and monitor their financial plan, helping them set goals for saving and implement strategies for accumulating wealth and managing client accounts on a day-to-day basis. Mr. Mackie earned a Bachelor of Science in Management from Tulane University.

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Financial Advisor Experience

After 20 years of personal and professional experience, I have seen how financial empowerment changes people’s lives. As a CERTIFIED FINANCIAL PLANNER™, I strive to build long-standing client relationships with anyone looking to redefine and engage their financial future - on their terms and no matter where they currently stand fiscally. Our path together begins with the fiduciary standard of care* and a review of the major areas for a comprehensive financial plan (Cash Management, Wealth Management, Risk Management, Tax Review & Planning, Insurance Review & Analysis and Estate and Legacy Planning). Through organization, analysis and discussion, we’ll determine your current financial situation and communicate each other’s expectations. From there, we develop an unbiased and objective list of mutually accountable actions, steps and solutions that are customized to accomplish agreed upon objectives. Based on a client’s path, we may also include how best to fund retirement, education costs, caring for a family member, scheduled vacations and planning for unexpected expenses. Together we plan, protect and grow wealth. As always, I recommend that clients, whether prospective or existing, conduct thorough due diligence regarding any individual or institution they choose to partner with in regards to their personal or business’ finances. I encourage you to get in touch with me so we can start your future today. Fiduciary Standard of Care* https://www.cfp.net/public-policy/public-policy-issues/fiduciary-standard

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances

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