Financial Planning Archives - Paces Ferry Wealth Advisors

Welcome Thomas Mirth, Client Service Associate

Written by Zachary Morris, CFP® on March 13, 2023.

Join us in welcoming the newest member to the Paces Ferry Wealth Team, Thomas Mirth!

Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Thomas Mirth, who has recently joined us as a Client Service Associate.

Thomas joined the Paces Ferry team in February of 2023, coming from the Culverhouse College of Business at the University of Alabama with a B.S. in Finance and a minor in American Studies. At The Capstone, he was a member of the Honors College and graduated Cum Laude. While attending college, Thomas was a founder and president of the Theta Xi Fraternity at UA. He was also a volunteer for the Alabama Adapted Athletics Program and a member of the Alabama Insurance Society.

Thomas is now working towards his CFP while also earning his M.S. in Consumer Sciences with a concentration in Family Financial Planning and Counseling. Thomas harkens back to his experience from three former Registered Investment Advisors with his roles ranging from financial planning to investment management research and international client service.

Previously, Thomas lived abroad in Bonn, Germany where he gained an appreciation and passion for history, culture, and travel. Thomas currently lives in the southern portion of Buckhead and enjoys exploring all Atlanta has to offer.

About Paces Ferry Wealth Advisors

About Us Clients are at the center of everything we do. We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom. We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. […]

Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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.

Should You Consider a Roth Conversion as You Approach Retirement?

Written by Jeff Diamond, AIF® on February 6, 2023.

As you near retirement, a Roth conversion may be a strategic tax-savvy move to make, especially if you expect to be in a higher tax bracket in the future.

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.

Understanding Retirement Planning Changes in the SECURE Act 2.0

Written by admin on January 11, 2023.

The SECURE Act 2.0 contains more than one hundred provisions impacting retirement planning so learn what the new law means for your retirement savings efforts.

Welcome Nick Sturgis, Associate Wealth Advisor!

Written by Jeff Diamond, AIF® on January 3, 2023.

With nearly 10 years of experience in the financial services industry, Nick is passionate about financial education and helping investors understand their portfolios. Before joining Paces Ferry Wealth Advisors, Nick served as a consultant to financial advisors for Invesco, John Hancock, and Pacer Financial. Nick is a 2023 Level III candidate in the CFA program.