Terry’s Approach
Terry P. Hartigan
CFP®
Financial Advisor / Member Owner
Overview
Terry Hartigan serves as a financial advisor in our Atlanta office, where he helps individuals and families navigate complex financial planning strategies. As a CERTIFIED FINANCIAL PLANNER® professional, Terry focuses on wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Involved in the financial services industry since 1993, Terry brings deep experience to his role. He was a principal and served as managing director of private wealth at Capital Directions until it joined Savant in 2023. His career also includes leadership roles as a principal with Ashwood Advisors, LLC, and in the tax department at Gifford, Hillegass & Ingwersen, LLP. In 1997, Terry founded Hartigan Financial Advisory, Inc. to meet the growing demand for fee-only financial planning and investment consulting.
Terry earned a bachelor’s degree in finance from the University of Georgia. He is an active member of St. Jude Catholic Church and sits on the board of directors of the Clarence E. Harris Foundation. He and his wife, Jill, have three daughters.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Georgia
Bachelor of Business Administration in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- St. Jude Catholic Church – member
- Clarence E. Harris Foundation – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Terry P. Hartigan
1 insight
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.