F5 Financial is a fee-only financial advisory firm located in McDonough, GA, serving clients in the Atlanta area. Led by Certified Financial Planner (CFP) Josh Duncan, F5 Financial provides holistic financial planning and wealth management services, specializing in retirement planning, investment management, estate planning, tax planning, and education planning.
As an approved advisor with Dimensional Fund Advisors (DFA), F5 Financial offers expertise in Georgia state laws that impact taxes, investing, and wealth management. With a focus on the F5 Process, the firm delivers tailored strategies and insights to help clients achieve financial freedom and a life of significance.
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