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Cecil Staton, CFP®, CSLP®

Financial Advisor for Dentists

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Arch Financial Planning Cecil Staton, CFP®, CSLP®
Athens, GA

Serving Clients Nationwide

Financial Advisor for Dentists

9 Certified Advisor Reviews™
Rate this Advisor

706-204-9068

Website

Areas of Focus

  • Employee Stock Options
  • Federal Student Loan Option Analysis
  • Owning a Business
  • Saving
  • Taxes

About Me

Hi, I'm Cecil Staton, CFP®, CSLP®. I started Arch Financial Planning to make a difference in people’s lives. Most firms focus on investments or making a sale without understanding their client’s ‘why’. I set out to change that.

We help our clients pay down student loans, reduce taxes, invest smarter, and retire confidently on their terms. As a CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

After earning my bachelor’s degree in Financial Planning from the University of Georgia, I worked for several firms in Atlanta, GA. I now call Athens, GA home.

When not perfecting financial plans, you’ll find me visiting our favorite local brewery, sipping coffee with my wife and F1B golden doodle, and visiting family in Hilton Head, South Carolina.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Student Loan Professional (CSLP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

196 Alps Rd STE 2-141 Athens, GA 30606

Additional Locations

📍 6316 Peake Rd Macon, GA 31210

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary introduction meeting. We'll ask you to first complete a brief questionnaire. It will only take a few minutes to complete. This questionnaire helps us gather important details about you and your specific situation. After you've completed the questionnaire, you'll be able to schedule a 30-minute introductory call with Cecil Staton. We meet for about 45 minutes to get to know each other and make sure our expertise matches your needs. The purpose is to get to know you, your goals, concerns, and your financial situation.

Offers Investment Management

Yes

About our Firm

At Arch Financial Planning, we offer a wide range of financial services designed to address the distinct needs of dentists, including:

Comprehensive Financial Planning: We provide a holistic approach to financial planning, encompassing every aspect of your financial life, from retirement planning to investment management.

Dental Practice Transitions: Our team has extensive experience in helping you navigate buying and selling a dental practice.

Tax Planning and Optimization: We offer expert tax planning strategies to help you minimize tax liabilities and maximize your after-tax income.

Retirement Planning: We help you design a robust retirement plan that ensures financial security and peace of mind for your future.

Wealth Management: Our wealth management services are tailored to help you grow and protect your assets through prudent investment strategies.

Debt Management: We provide strategies to effectively manage and reduce debt, ensuring your financial stability.

Why Choose Us?

Specialized Expertise: Our deep focus on the dental industry means we understand the unique challenges and opportunities dental professionals face.

Personalized Service: We believe in building long-term relationships with our clients, offering personalized advice that evolves with your changing needs.

Proven Track Record: With a history of successful financial planning for dental practices, we have the expertise and experience you can trust.

Educational Resources: Cecil Staton is dedicated to sharing insights and knowledge through long-form blog posts and social media, helping you stay informed and make educated financial decisions.

Our Commitment

At Arch Financial Planning, our commitment is to provide exceptional financial advisory services that empower you to achieve financial success. We are dedicated to helping you navigate the complexities of financial planning, so you can focus on what you do best—providing excellent dental care to your patients.

Cecil's wife is the founder of Financial Planner Recruiting, LLC, a premier financial advisor recruiter.

Education

The University of Georgia, Bachelor's Degree, Financial Planning

Awards and Honors

Badges

Hobbies and Interests

  • Eating Out
  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Movies
  • Reading
  • Running
  • Soccer
  • Sports
  • Traveling
  • Video Games
  • Wine

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Dentists
  • Healthcare Professionals
  • Living in Retirement
  • Physicians
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Financial Advisor Review

✅ Wealthtender Certified Advisor Review™
Feb 1, 2023
I am an attorney and friend of Cecil Staton. I believe that he is an excellent financial advisor. He has always been very disciplined and good at preparing for the future financially.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a personal friend
Avatar for Benjamin Davidson
Benjamin Davidson

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 18, 2023
My investments are diversified, but low risk for my age. Happy with his suggestions and advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a family member of the advisor.
Avatar for Anonymous
Anonymous

Five Stars

✅ Wealthtender Certified Advisor Review™
Jan 11, 2023
My husband and I have been very pleased with the services Cecil has provided, as he has taken our personal goals and desires into account when helping us plan financially for the future of our growing family. Cecil has advised me on the best plan of action to implement to ensure my student loans are paid off in a timely manner and how to save appropriately in order to retire at the age I want to.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 9, 2023
Everything very professional and satisfactory. I highly recommend. Great to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a family member of the advisor.
Avatar for Anonymous
Anonymous

Five Stars

✅ Wealthtender Certified Advisor Review™
Dec 9, 2022
I’m very appreciate for the worth that he does to prepare for meetings and post meetings with homework to answer any and all questions. Cecil has tailored his conversation to fit my needs. He has shown this through exploring different retirement tools but also learning my business and my cash flow situation. By forecasting the future and wanting to know my personal and business goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Dec 7, 2022
Cecil is great and will help anyone achieve their goals
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Excellent experience from start to finish. Professional and efficient.

✅ Wealthtender Certified Advisor Review™
Dec 5, 2022
Specialized and efficient management of student loans. Navigated Public Student Loan Forgiveness process.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

The level of service we have experience has exceeded our expectations.

✅ Wealthtender Certified Advisor Review™
Dec 3, 2022
He has always considered our current employment status and business ownership in making recommendations about the direction of our investment strategy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This is a family member of the advisor.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Solid advice to help you achieve your goals and objectives.

✅ Wealthtender Certified Advisor Review™
Dec 1, 2022
Cecil has taken the time to learn about our portfolio, ask what our goals and objectives are, then provide honest, solid feedback with recommendations to review that included a pathway forward which takes into account our priorities. He offers an excellent explanation and is available to answer your questions anytime.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)
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