EXCITING NEWS! We have a new name: Elm3 Financial Group. Our new website will be available soon at elm3financial.com, but in the meantime, our services and contact information remain as listed on this website. For more information click here: Our Name Change.


AMERICAN TAX & FINANCIAL GROUP, LLC (ATFG) is an independent, private tax preparation and investment advisory firm located in Alpharetta, Georgia.  We provide broad-based services for our clients, including portfolio and investment management, financial planning, insurance, and tax and accounting services based on your individual needs.  We recognize that there are many moving parts to helping you achieve financial security – saving, spending, and taxes.  We take pride in being proactive in helping you plan.  Our mission is to offer you the services that best fit your needs.

What makes us different?

  • We offer a multi-disciplinary approach to planning
  • We provide a consultative advice process
  • We are independent and fiduciaries, which means we put your interests first
  • We tailor your plan to reflect your unique life

We encourage you to meet with us. You will learn more about how we can advise and guide you toward your financial planning goals and aspirations.