One coordinated plan.
Your wealth, tax, estate, and insurance decisions are made in the same room, not in isolation.
One team for your whole financial life.
A Woodstock, Georgia firm built around coordination.
755 Financial coordinates wealth, tax, estate, and insurance under one roof — so the people who handle one part of your plan already know the rest of it.
Who we are
A Georgia firm for your whole financial life.
Based in Woodstock, Georgia and serving families across the state and beyond.
755 Financial is a wealth management firm in Woodstock, Georgia, led by founder Graham Bailey. We work with individuals, families, and small-business owners who want their money handled by one team that sees the whole picture — not four separate firms who never talk to each other.
Most people end up with their investments at one place, their taxes at another, their estate documents somewhere else, and their insurance handled by whoever sold them a policy years ago. Each one makes decisions without seeing the rest. The result is a plan that pulls in different directions — a tax move that undercuts an investment, an insurance gap no one owns, a beneficiary form that quietly contradicts a will.
We built 755 Financial to close those gaps. Wealth management, tax strategy, estate strategy, and insurance sit at the same table, so every decision accounts for the others. One relationship, one coordinated plan, and one team accountable for how the pieces fit together.
Why integrated
One picture beats four firms guessing.
Coordination isn’t a feature we add on — it’s the reason the firm exists.
A team that knows your full picture.
You explain your situation once. From there, the people handling each part already share the context.
Fewer handoffs, fewer dropped balls.
One firm is accountable for the whole plan — not pointing at the firm down the street.
How we work
What it looks like to work with us.
We start by understanding your full financial picture — goals, income, what you own, what you owe, and what keeps you up at night. From there, the relevant parts of the team build around it: a wealth plan and investment strategy for the long arc of your money, tax planning that talks to those decisions, estate strategy so your wishes are documented and your legacy protected, and insurance that covers the people and assets behind the plan.
Because it’s one team, the plan stays coordinated as life changes. A new job, a sale, a move, a growing family — each one ripples across the whole picture, and the whole picture is what we’re watching.
Our structure
How 755 Financial is registered.
755 Financial is transitioning toward operating as an independent registered investment adviser [CONFIRM — RIA transition status not yet finalized]. As that transition proceeds, certain services and disclosures are being updated.
Current registration. Securities and advisory services are currently offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. [CONFIRM during transition — do not assert “independent RIA” as complete; verify which disclosures apply before publish] Form CRS is available on request, and our background can be verified through FINRA BrokerCheck. See our Disclosures page for full regulatory information.
Let’s talk
Talk to the team that already knows your full picture.
One conversation covers wealth, tax, estate, and insurance — because it’s all the same team.