Elm3 Financial Group is an independent, private tax preparation and investment advisory firm located in Alpharetta, Georgia. We provide comprehensive financial services for our clients, including portfolio and investment management, financial planning, social security planning, tax planning and preparation, small business services including bookkeeping and payroll, 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 have the expertise to help you reach your goals.