Hi, I’m Luke McCord, a fee-only Certified Financial Planner™ (CFP®) and the founder of Greenway Financial Planning. I was born and raised in Atlanta, and I still live in the North Atlanta area with my wife and children. An Eagle Scout and proud Georgia Tech graduate (Class of 2000), I learned early the value of integrity, hard work, and serving others. Those lessons continue to shape how I run my practice today. I’m a Christian, a husband, and a father — and I bring those values into my work every day. How I Help Clients At Greenway Financial Planning, we provide clear, professional financial planning and investment management to individuals and families across Alpharetta, Cumming, Forsyth County, and the broader North Atlanta area. We specialize in helping growing families and pre-retirees with practical matters such as: -Investment and retirement planning -Cash flow and budgeting -Tax-efficient strategies -Education savings and debt management There are no asset minimums and no long-term contracts. My goal is simple: deliver honest, fiduciary advice that helps you gain clarity and confidence with your money — without pressure or complexity. My Approach I’m openly Christian, and my faith is an important part of who I am. I especially enjoy working with clients who share similar values. That said, the planning itself is straightforward and practical. You won’t get preached to — just competent, personalized guidance tailored to your real-life goals and situation. I take time to truly listen and understand what matters most to you and your family. Whether you’re focused on building a secure retirement, saving for your children’s future, or simply creating more peace around money, I help you make clear, confident decisions. My role is to simplify the complex parts of financial planning so you can focus on living your life with purpose. Giving I’m passionate about the community that raised me. Locally, I stay involved with North Atlanta churches and groups. I also support Jungle Kids for Christ, an organization that helps children in Ecuador break the cycle of poverty through education, nutrition, and hope.

William Griffin is the sole advisor at W.A. Griffin Financial Services Inc. in Gainesville, GA. He holds Series 63 and Series 66 designations and has 26 years of industry experience, including prior roles at Questar Asset Management and Questar Capital Corporation. Additionally, he is licensed to sell term life insurance and fixed annuities. W.A. Griffin Financial Services Inc. provides discretionary asset management and financial planning for individuals, high-net-worth clients, and corporate/business clients. The firm employs a variety of analytical methods and customizes investment programs based on client goals, with regular account reviews and a range of strategies including option writing and margin use.

Patrick Paxton is a financial advisor at TruFP with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Investment Planning Advisors and Cambridge Investment Research Advisors. Paxton serves as treasurer for the Forsyth County Republican Party, handling bookkeeping and fundraising duties. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing various investment strategies tailored to client objectives and risk tolerance. The firm manages a high client-to-advisor ratio and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.

Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

Christopher Beauchamp is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Stribling-Whalen Financial Group since 2020 and previously at Raymond James Financial Services and Northeast Georgia Health System. Stribling-Whalen Financial Group is an SEC-registered investment adviser serving individuals, business owners, trusts, foundations, retirement plans, and other entities with personalized financial planning, portfolio management, and business consulting. The firm emphasizes customized portfolios primarily using ETFs and mutual funds and can act in a manager-of-managers capacity by selecting and monitoring external managers.

Martin Sanchez is a financial advisor with Capital Investment Partners LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and SunTrust Bank. Outside of his advisory role, he serves as a head soccer coach for the Lanier Soccer Association, a position he has held since 2013. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold asset-class diversification using primarily passively managed mutual funds and model portfolios, and includes tax, estate, and retirement planning consultations as part of its services.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Mark Anglin is a financial advisor at Bales Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Anglin Insurance Group, which he owns. Outside of his advisory role, he is involved in insurance sales through his own agency. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a client-profile-driven approach that includes long-term investments, trading, and technical analysis. The firm serves a broad base of smaller individual accounts and maintains affiliated insurance businesses alongside its advisory services.

Kyle Koch is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 65, 63, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Counterweight Private Wealth, Realized Financial, and Thornhill Securities, among others. Outside of advising, he is a co-owner of Barn Brothers, a men's ministry, and provides compliance and operational consulting through DNM Consulting. Fiduciary Capital serves individual and high-net-worth clients with discretionary asset management and financial planning, focusing on retirement, estate, cash-flow, investment, and risk management. The firm employs an actively managed, long-term investment approach and is transitioning many clients to direct asset management on its primary custodian platform.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Jeffrey Seiter is a CFP® with eight years of industry experience, currently serving as a financial advisor at COMPASS Wealth Management, LLC since 2023. He previously worked at Strategic Blueprint, LLC for six years and spent six years at the Georgia Institute of Technology. COMPASS Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, windfall, and special-needs planning. The firm emphasizes comprehensive written plans based on client goals and economic analysis, delivering services without direct custody of assets or discretionary portfolio management.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.

Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.

Austin Rowland is a financial advisor at TruFP with a Series 65 designation and three years of industry experience. Prior to his advisory role, he has worked in various fields including hospitality and logistics. TruFP offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a range of strategies such as asset allocation and technical analysis, maintaining a high client-to-advisor ratio and providing both discretionary and non-discretionary portfolio management.

Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.

John Anderson is the sole advisor at Anderson Advisors, Inc. in Gainesville, GA, holding a Series 65 designation with 15 years in the industry. His prior experience includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Anderson is also a licensed insurance agent involved in sales of fixed insurance products. Anderson Advisors provides asset management and planning services to individual and small-business clients using model portfolios and third-party money managers. The firm serves approximately 306 households and manages about $61 million, focusing on targeted asset allocation and fundamental analysis across a range of risk profiles.