Elm3 Financial & CPA Group

Elm3 Financial & CPA Group Our Elm3 team delivers investment advisory, tax, bookkeeping, & financial planning services. This platform is solely for informational purposes.

Elm3 Financial Group is an independent, investment advisory and financial planning firm located in Alpharetta, Georgia. We provide comprehensive financial services for our clients, including portfolio and investment management, financial planning, as well as life, disability and long-term care insurance. Whether you are starting a family, launching a new business or planning for retirement, we have the expertise to help you reach your goals. Elm3 CPA, Tax and Accounting is an independent tax preparation and bookkeeping firm located in Alpharetta, Georgia. We provide comprehensive tax planning and preparation services as well as small business services including bookkeeping and payroll. DISCLOSURE: Elm3 Financial Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Elm3 Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Elm3 Financial Group unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

We asked the Elm3 team their favorite fall activities! Monica, our investment strategist, loves reading a good book, coo...
10/02/2026

We asked the Elm3 team their favorite fall activities! Monica, our investment strategist, loves reading a good book, cooking delicious food, and going for a jog in the cooler weather. What is your favorite fall activity?

We asked the Elm3 team their favorite fall activities! Heike, an enrolled agent and one of our tax preparers, loves enjo...
10/01/2026

We asked the Elm3 team their favorite fall activities! Heike, an enrolled agent and one of our tax preparers, loves enjoying a hot cup of coffee and a good book on her porch during the fall mornings. What is your favorite fall activity?

We asked the Elm3 team their favorite fall activities! Kelly, our tax team lead, enjoys attending fall festivals and wat...
09/27/2026

We asked the Elm3 team their favorite fall activities! Kelly, our tax team lead, enjoys attending fall festivals and watching football. She also loves that fall is the beginning of the holiday season! What is your favorite part of fall?

We asked the Elm3 team their favorite fall activities! Kylee, our business development specialist and one of our account...
09/25/2026

We asked the Elm3 team their favorite fall activities! Kylee, our business development specialist and one of our accountants, loves enjoying the cooler fall weather by spending time outside and wearing cozy sweaters. What is your favorite fall activity?

Happy first day of fall! We asked the Elm3 team about some of their favorite fall activities. Diana shared that she love...
09/23/2026

Happy first day of fall! We asked the Elm3 team about some of their favorite fall activities. Diana shared that she loves hiking in the fall and enjoying the fall foliage and cooler weather. She also begins most of her marathon trainings in the fall, and she has already begun her training for her next marathon. We cannot wait to cheer her on from the sidelines!

Giving back can make a meaningful difference in our communities—and it can also be an important part of a thoughtful fin...
09/05/2026

Giving back can make a meaningful difference in our communities—and it can also be an important part of a thoughtful financial plan.

Research has found a connection between charitable giving and greater happiness and well-being. And when we feel more positive and purposeful about our money, it can help us stay engaged with our financial lives and make decisions that reflect what matters most to us.

Charitable giving can also create valuable tax-planning opportunities, particularly as we approach retirement and beyond.

💙 Qualified Charitable Distributions (QCDs) can allow eligible IRA owners to give directly to qualified charities. Once Required Minimum Distributions (RMDs) begin, QCDs can count toward the RMD while potentially keeping the donated amount out of taxable income.

💙 Donor-Advised Funds (DAFs) can be another powerful planning tool. For investors with highly appreciated or concentrated stock positions, donating eligible shares to a DAF may provide a way to support charitable causes while potentially avoiding capital gains taxes on the donated securities and receiving a charitable deduction, subject to applicable rules.

The best financial planning isn't only about accumulating wealth. It's also about using your resources intentionally—to support your life, your family, and the causes that matter to you.

This International Day of Charity, consider how generosity might fit into your broader financial and tax strategy.

Fall is almost here, which means year-end will be here before we know it! September is a great time to check in on your ...
09/02/2026

Fall is almost here, which means year-end will be here before we know it! September is a great time to check in on your finances and take care of a few important planning items before the holiday season gets busy.

🍁 Review your beneficiaries. Check the beneficiary designations on your retirement and investment accounts and make sure they still reflect your wishes.

🍁 Check your bank accounts. If appropriate, consider adding a Payable on Death (POD) or Transfer on Death (TOD) designation to help simplify how assets pass to your intended beneficiaries.

🍁 Give your investments a checkup. Review your 401(k) or 403(b) contributions and determine whether you're on track to maximize your contributions for the year. It's also a good time to see whether market movements have shifted your portfolio away from your target allocation and rebalancing may be appropriate.

🍁 Prepare for quarterly taxes. If you make estimated tax payments, mark October 15 on your calendar and make sure you have the cash available for your upcoming payment.

🍁 Start budgeting for the holidays. Estimate what you expect to spend on gifts, travel, entertaining, and other holiday expenses now so they don't become an unwelcome surprise later.

🍁 Plan your year-end giving. If charitable giving is part of your plans, start thinking about your strategy now. Depending on your circumstances, charitable contributions may also provide valuable tax benefits.

A little planning this fall can make for a much smoother end to the year.

There’s nothing quite like the cool, refreshing taste of mint ice cream—which makes it the perfect favorite flavor for K...
08/28/2026

There’s nothing quite like the cool, refreshing taste of mint ice cream—which makes it the perfect favorite flavor for Kat, Elm3’s Office Manager!

Just like mint brings a refreshing energy to every scoop, Kat brings that same energy to just about everything she does at Elm3. And when we say everything, we mean a lot!

From supporting our clients and helping build out financial plans to keeping the office running smoothly and helping manage the organized chaos that comes with tax season, Kat is always ready to jump in wherever she’s needed.

Her versatility, positive energy, and willingness to tackle whatever the day brings help keep our team moving forward and our clients well supported.

When things get busy, every office could use a breath of fresh air. At Elm3, we’re lucky to have Kat! 🌿💚

Chocolate Chip is a classic for a reason. Each individual chocolate chip may be just one small piece, but bring them all...
08/27/2026

Chocolate Chip is a classic for a reason. Each individual chocolate chip may be just one small piece, but bring them all together and you get an ice cream that's even better as a whole.

That's a fitting comparison for Margaret's role as Elm3's Chief Compliance Officer.

Compliance touches nearly every part of a financial advisory firm. Margaret's job is to help bring all of those individual pieces—or chocolate chips—together, from our policies and procedures to our day-to-day practices, so that Elm3 operates as one cohesive firm with our clients' best interests at the center.

By helping the Elm3 team understand and fulfill our regulatory and fiduciary responsibilities, Margaret works behind the scenes to make sure all the pieces come together to support one important goal: serving our clients with care, integrity, and a commitment to putting their interests first.

Because while every chocolate chip matters, it's how they all come together that makes the whole scoop work.

Salted Caramel Brownie isn't your ordinary ice cream. It's the perfect balance of sweet and salty, with rich layers of f...
08/08/2026

Salted Caramel Brownie isn't your ordinary ice cream. It's the perfect balance of sweet and salty, with rich layers of flavor that come together to create something truly unique.

That combination reminds us of Stacey's approach to investing.

As an advisor, Stacey believes that successful portfolio management isn't about relying on a single strategy. Instead, she blends fundamental analysis—evaluating the long-term strength of investments—with tactical analysis to identify opportunities and respond thoughtfully to changing market conditions.

The result is an actively managed portfolio that's tailored to each client's unique goals, time horizon, and risk tolerance. Rather than taking a one-size-fits-all approach, Stacey works to create investment strategies that evolve alongside her clients' lives while keeping their long-term objectives at the center of every decision.

Just like salted caramel brownie brings together distinct flavors to create something even better, Stacey combines multiple perspectives to help clients pursue lasting financial success.

Address

5755 North Point Pkwy, Ste 92
Alpharetta, GA
30022

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

(678) 297-9500

Website

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