- Tax advice & preparation,
- Financial analysis & planning,
- Estate & Trust advice,
- Retirement plans, and
- Investment Advice
About Us
A Fee-only Firm
A Fee-only Firm
A Fee-only Firm
- Business Planning
- Financial Planning
- Tax Planning & Preparation
- Estate & Trust planning
- Management & Leadership consulting.
- Retirement Plan design & Implementation
- Tax compliance for tax law firms, and their clients (including Kovel letter arrangements).
Our Approach
A Fee-only Firm
A Fee-only Firm
Lane Mullinax, JD, CFP, MBA, CRPS, utilizes, and adheres to, the fiduciary standard.
Located in Cartersville, GA ... Lane serves Atlanta and counties to the north, locally, as well as clients worldwide, on a virtual basis.
NPV Advisory Services, LLC provides comprehensive and objective financial, tax, leadership, and business advice, to help clients organize, grow and protect their business and assets through the business's and the owner's life transitions.
As a fiduciary, Lane is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy advice.
Why Us?
A Fee-only Firm
Why Us?
NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice.
Lane brings inter-disciplinary knowledge, amassed over 33 years.
An understanding of Finance, Business Analytics, Tax Law, Estate Law, Corporate Law, and Operations Science bring solutions that are unique to each client, and can help maximizes resources, human and otherwise.
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NPV Advisory Svcs, LLC
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a Fee-Only Cartersville GA financial advisory firm