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Elm3 Financial & CPA Group

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United States
Alpharetta, GA
Elm3 Financial & CPA Group

Our Elm3 team delivers investment advisory, tax, bookkeeping, & financial planning services. This platform is solely for informational purposes.

Elm3 Financial Group is an independent, investment advisory and financial planning firm located in Alpharetta, Georgia. We provide comprehensive financial services for our clients, including portfolio and investment management, financial planning, as well as life, disability and long-term care insurance. Whether you are starting a family, launching a new business or planning for retirement, we hav

e the expertise to help you reach your goals. Elm3 CPA, Tax and Accounting is an independent tax preparation and bookkeeping firm located in Alpharetta, Georgia. We provide comprehensive tax planning and preparation services as well as small business services including bookkeeping and payroll. DISCLOSURE: Elm3 Financial Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Elm3 Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Elm3 Financial Group unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

09/02/2026

Fall is almost here, which means year-end will be here before we know it! September is a great time to check in on your finances and take care of a few important planning items before the holiday season gets busy.

🍁 Review your beneficiaries. Check the beneficiary designations on your retirement and investment accounts and make sure they still reflect your wishes.

🍁 Check your bank accounts. If appropriate, consider adding a Payable on Death (POD) or Transfer on Death (TOD) designation to help simplify how assets pass to your intended beneficiaries.

🍁 Give your investments a checkup. Review your 401(k) or 403(b) contributions and determine whether you're on track to maximize your contributions for the year. It's also a good time to see whether market movements have shifted your portfolio away from your target allocation and rebalancing may be appropriate.

🍁 Prepare for quarterly taxes. If you make estimated tax payments, mark October 15 on your calendar and make sure you have the cash available for your upcoming payment.

🍁 Start budgeting for the holidays. Estimate what you expect to spend on gifts, travel, entertaining, and other holiday expenses now so they don't become an unwelcome surprise later.

🍁 Plan your year-end giving. If charitable giving is part of your plans, start thinking about your strategy now. Depending on your circumstances, charitable contributions may also provide valuable tax benefits.

A little planning this fall can make for a much smoother end to the year.

08/28/2026

There’s nothing quite like the cool, refreshing taste of mint ice cream—which makes it the perfect favorite flavor for Kat, Elm3’s Office Manager!

Just like mint brings a refreshing energy to every scoop, Kat brings that same energy to just about everything she does at Elm3. And when we say everything, we mean a lot!

From supporting our clients and helping build out financial plans to keeping the office running smoothly and helping manage the organized chaos that comes with tax season, Kat is always ready to jump in wherever she’s needed.

Her versatility, positive energy, and willingness to tackle whatever the day brings help keep our team moving forward and our clients well supported.

When things get busy, every office could use a breath of fresh air. At Elm3, we’re lucky to have Kat! 🌿💚

08/27/2026

Chocolate Chip is a classic for a reason. Each individual chocolate chip may be just one small piece, but bring them all together and you get an ice cream that's even better as a whole.

That's a fitting comparison for Margaret's role as Elm3's Chief Compliance Officer.

Compliance touches nearly every part of a financial advisory firm. Margaret's job is to help bring all of those individual pieces—or chocolate chips—together, from our policies and procedures to our day-to-day practices, so that Elm3 operates as one cohesive firm with our clients' best interests at the center.

By helping the Elm3 team understand and fulfill our regulatory and fiduciary responsibilities, Margaret works behind the scenes to make sure all the pieces come together to support one important goal: serving our clients with care, integrity, and a commitment to putting their interests first.

Because while every chocolate chip matters, it's how they all come together that makes the whole scoop work.

08/08/2026

Salted Caramel Brownie isn't your ordinary ice cream. It's the perfect balance of sweet and salty, with rich layers of flavor that come together to create something truly unique.

That combination reminds us of Stacey's approach to investing.

As an advisor, Stacey believes that successful portfolio management isn't about relying on a single strategy. Instead, she blends fundamental analysis—evaluating the long-term strength of investments—with tactical analysis to identify opportunities and respond thoughtfully to changing market conditions.

The result is an actively managed portfolio that's tailored to each client's unique goals, time horizon, and risk tolerance. Rather than taking a one-size-fits-all approach, Stacey works to create investment strategies that evolve alongside her clients' lives while keeping their long-term objectives at the center of every decision.

Just like salted caramel brownie brings together distinct flavors to create something even better, Stacey combines multiple perspectives to help clients pursue lasting financial success.

08/07/2026

There's something comforting about strawberry ice cream. It's sweet, familiar, and always has a way of making your day a little brighter.

That perfectly describes Diana, too.

As Elm3's Client Services Associate, Diana brings warmth, kindness, and a welcoming spirit to every client interaction. Whether she's answering questions, helping coordinate paperwork, completing your payroll, or making sure every detail is taken care of, she helps create the exceptional experience our clients have come to expect.

Just like strawberry ice cream leaves a sweet impression long after the last bite, Diana's genuine care and friendly attitude leave a lasting impression on everyone she helps.

We're so grateful to have Diana on the Elm3 team!

08/05/2026

Kylee's favorite ice cream is coffee, and just like that rich, energizing flavor can give you a little pick-me-up, Kylee is ready to give your business a boost, too!

As Elm3's Business Development Specialist and one of our wonderful accountants, Kylee helps business owners spend less time buried in paperwork and more time focused on growth. From payroll and bookkeeping to tax planning and preparation, she's here to help keep your business organized, compliant, and moving forward.

If you've been looking for a little extra energy for your business, Kylee is ready to help.

Reach out to Elm3 Financial Group to learn how our business services can support your success!

07/22/2026

Monica's favorite ice cream? Ben & Jerry's Brownie!

One of the things that makes it so good is that Ben & Jerry's has been perfecting their recipes since 1978. Great things don't happen overnight—they're the result of patience, consistency, and letting time do its work.

Your investments work much the same way.

Successful investing isn't about chasing the latest trend or trying to predict every market move. It's about giving your investments time to grow.

🍫 The longer your money stays invested, the more opportunity it has to benefit from compound growth.

🍫 Staying invested can help you avoid locking in losses by selling during market downturns.

🍫 History has shown that markets experience ups and downs, but they've also demonstrated resilience through recoveries over the long term.

Just like a great pint of ice cream isn't made in a day, building long-term wealth takes time, discipline, and trust in the process.

At Elm3, we help clients keep the big picture in focus—even when the market feels uncertain—so they can stay on track toward the future they're building.

What's your favorite Ben & Jerry's flavor?

07/18/2026

Kelly's favorite ice cream? Cookies & Cream!

Why? Because the best part is finding those little cookie pieces hidden throughout the ice cream.

Believe it or not, your tax situation can be a lot like Cookies & Cream.

At first glance, taxes may seem like the "plain vanilla" part of your finances—but when you know where to look, you may discover some hidden gems.

🍪 Charitable giving can allow you to support causes you care about while potentially receiving valuable tax benefits.

🍪 Home improvements that add value to your property may increase your home's cost basis, which could help reduce capital gains if you sell in the future.

🍪 There may be other planning opportunities unique to your financial situation that can help you keep more of what you've earned while working toward your goals.

If you're someone who tends to avoid thinking about taxes, try shifting your perspective. Instead of seeing taxes as something to dread, think of them as an opportunity to uncover the "cookies" hidden within your financial plan. A little proactive planning today can lead to meaningful benefits tomorrow.

At Elm3, we love helping clients uncover those opportunities and turn tax planning into something a little less intimidating—and a lot more rewarding.

What's your favorite ice cream flavor?

07/17/2026

Money is one of the most important conversations in any relationship—and one of the most challenging.

Whether you're just starting to build a life together, preparing for marriage, raising a family, planning for retirement, or navigating life after the loss of a spouse, your financial journey is stronger when you have a plan.

At Elm3, we help couples:
💙 Combine finances in a way that works for both partners.
💙 Navigate different money mindsets, habits, and financial goals.
💙 Create tax-efficient strategies as your lives become more intertwined.
💙 Build estate plans that protect each other and the people you love.
💙 Prepare for life's unexpected moments, so if something happens to one partner, the other has confidence and clarity.
💙 Plan for retirement, legacy, charitable giving, and the next chapter of your lives—together.

Every couple is different. That's why we believe financial planning isn't just about numbers—it's about communication, shared values, and creating a roadmap that supports the life you want to build.

No matter where you are in your relationship, we're here to help you navigate the financial decisions that matter most.

07/10/2026

We are excited to welcome Roxane Dimon to the Elm3 Financial Group team! She will be managing the financial planning practice as well as assisting Stacey, Monica, and Margaret with the investment advisory practice. When she isn’t at work, you can find her enjoying opera and musical theater, singing soprano in her church choir, working out at the gym, and searching for her next great historical fiction novel. Roxane lives in Alpharetta, Georgia, with her husband.

Address

5755 North Point Pkwy, Ste 92
Alpharetta, GA
30022

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 12pm

Telephone

(678) 297-9500

Website

https://linktr.ee/elm3

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