Foxholm Financial

Foxholm Financial provides specialized financial planning and quantitative research for Georgia STEM professionals and self-directed investors. We move beyond generic advice by focusing on the specific math and tax levers available to high-income residents of Georgia.
📍 Georgia-Specific Planning: Strategies for the Path2College 529, in-state municipal bonds, and the state retirement income exclusion.
📈 Equity Compensation: Navigating RSU planning and managing concentrated stock risk.
🔬 Quantitative Research: Plain-language reviews of landmark academic papers and documented factor-based investment methodologies.
🛠️ Fee-Only Implementation: How to build a disciplined Investment Policy Statement and manage your own portfolio using an advice-only model.No paywalls. No signups. Just the math behind your financial choices.