Perimeter Office

2002 Summit Blvd

Suite 300
Atlanta, GA 30319

What sets us apart from the rest? We bring joy to the entire financial process.

Here you'll find a Registered, Independent, Full-Service, Financial Planning and Benefits Firm. 

Established in 2012 by Joy A. Gorney, CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® designee, JAG Financial, Inc. is an independent, consultative, full-service financial planning and employee benefits firm.

  • Over 22 years' experience.
  • Full, comprehensive financial planning, wealth management, and retirement planning.
  • Business owners: JAG Financial offers professional knowledge in employee benefits and retirement plans customized to your needs.
  • JAG Financial operates under the Golden Rule. Of course, this always includes full disclosure, but at JAG, we also offer timely and continually-updated information and education on all your financial choices.


Meet Joy A. Gorney, CFP®

Advocate for financial awareness, financial education, and The Golden Rule

Our Services

Personal Financial Planning and Employee Benefits

Client Login

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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.


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