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Magellan Planning Group, Inc.

EST. AUM
$209,983,000

CONTACTS
2

CLIENT ACCOUNTS
420

Firm Details

Metro area Atlanta
CRD Number 338739
Website magellanplanning.com
Client types

Overview

Magellan Planning Group is an independent wealth management, tax, and legal advisory firm headquartered in Atlanta that helps individuals, families, business owners, and trustees simplify financial complexity, preserve and grow their assets, and structure their legacy with coordinated strategies across investment management, financial planning, tax optimization, estate planning, and business succession. The firm emphasizes a unified, relationship-driven approach that integrates financial, legal, and tax considerations to guide clients through long-term decisions with clarity and confidence.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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