Author: Zachary Morris, CFP®

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.

Suggested Net Worth Goals by Age

Written by Zachary Morris, CFP® on February 21, 2023.

If you’re saving diligently for retirement but still wondering whether you’re on track, check out these net worth goals by age for a helpful way to benchmark your progress.

Paces Ferry Awarded One of Atlanta’s Best Financial Advisors 2023

Written by Zachary Morris, CFP® on February 6, 2023.

Best Financial Advisors in Atlanta!

Expertise.com chose 19 financial advisors in Atlanta, GA as the best of the best and Paces Ferry Wealth Advisors was among that exclusive group. The selection process was based on the following criteria:

6 Common Mistakes When Selecting a Financial Advisor

Written by Zachary Morris, CFP® on January 12, 2023.

Choosing a financial advisor will have consequences for years to come, so avoid these common mistakes and choose the financial advisor who will best serve your unique needs.

An S Corporation Could Reduce Your Business Tax Liability

Written by Zachary Morris, CFP® on December 15, 2022.

Setting up your company as an S Corp could save you thousands of dollars in taxes but it’s important to talk with a professional before making the change.

Financial Checklist: How to Prepare for the New Year

Written by Zachary Morris, CFP® on December 8, 2022.

Use this financial checklist routine to start the new year strong and improve your financial health for the future

IRS Announces Adjusted Tax Brackets and Higher Standard Deductions for 2023

Written by Zachary Morris, CFP® on November 17, 2022.

The IRS has announced adjusted tax brackets and higher standard deductions for 2023 in an effort to combat stubbornly high inflation.

Strategies to Build Generational Wealth for Your Family

Written by Zachary Morris, CFP® on November 2, 2022.

If you want to build generational wealth for your family be clear about your goals and take it one strategic step at a time.

Zachary Morris CFP® Guest Speaker at Galleria-Northwest Atlanta Kiwanis Club

Written by Zachary Morris, CFP® on October 13, 2022.

Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was the guest speaker at the Galleria-Northwest Atlanta Kiwanis Club meeting on October 12, 2022. meeting. Zach presented a primer on Estate Planning for members with many commenting that the presentation was informative, insightful and practical.

Business Succession Planning: 6 Steps for Small Business Owners

Written by Zachary Morris, CFP® on October 6, 2022.

Take the time now to focus on your business succession planning to ensure that your legacy lives on and your business finds lasting success.

Zachary Morris CFP® featured in Investor’s Business Daily

Written by Zachary Morris, CFP® on October 3, 2022.

Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was featured in Investor's Business Daily discussing how Financial Advisors often work with clients who claim that they, "didn't grow up around money."