Mike Irvin, CFP®
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
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Financial Planner crafts tailored services designed to address the unique needs of each individual client. Collaborating with the competent and knowledgeable team at Financial Planner's Team, he extends this customized service to all clients. Financial Planner believes that everyone should have access to a financial advisor, regardless of their financial standing. He understands the trust his clients place in him and is committed to delivering.
Irvin College Planning was born when Mike Irvin, a 25-year veteran financial planner, began planning for his daughters’ college expenses. Finding very few sources of reliable information, Mike set out to build a practice to help parents of high school students create plans to make college affordable. Mike and his wife, Liz, have two girls: Julianne and Virginia. They also have a springer spaniel named, Mackie. Outside of work, Mike is involved in a myriad of community organizations. He is on the board of Dunwoody Preservation Trust, and he is the District Chair for Rotary Youth Exchange. Rotary Youth Exchange is a high school cultural exchange program that promotes international peace by sending thousands of students each year to study in foreign countries. In his free time, Mike enjoys playing tennis, playing guitar, and hanging out with his family.
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Financial Planning
Retirement Planning
Business Planning
Financial Planner brings his own distinct approach to wealth management, particularly when serving entrepreneurs and business owners.
As a financial planner first and foremost, Financial Planner grasps the unique challenges faced by entrepreneurs, his goal is ensuring that every strategy crafted not only nurtures immediate business growth but also lays the groundwork for enduring financial stability and a prosperous retirement.
