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Georgia Advisory Group
The Firm

Retirement Planning in Georgia


The Georgia Advisory Group is a registered investment advisory firm based in Alpharetta, Ga. We are a full-service financial planning firm which includes income and wealth accumulation along with tax planning services for individuals and businesses. We are an independent, fee-based only firm with no proprietary products. Our focus for our clients is protection from down or fast-moving markets. We take a conservative approach and believe strongly in helping our clients grow and hold on to what they have earned.


The Georgia Advisory Group was founded back in 1983 by lead advisor and founder, Dave Duley, and now has been a staple in Alpharetta for almost 40 years. To be around this long, we must be doing something right!


Let us help you prepare for the road ahead.


Dave Duley


Dave is the Lead Advisor and Principal at the firm. He is a long-time resident of the Alpharetta/Milton area for over 45 years. Married with two grown children. He has been licensed in the insurance and securities field for 38 years. As an Investment Advisor he has sat on the board of several insurance and securities firms and has spoken to literally thousands of pre-retirees about estate and wealth management. He has worked with some of the best and brightest tax and estate attorneys in Atlanta.


Terry Prillaman


Terry cut his teeth with the big Wall Street firms back in 1983 and started his career as a portfolio manager. He has managed millions of dollars in assets with a focus on protection of holdings. Terry is also a long-time registered investment advisor and can navigate you through the "do's and don'ts of investing and wealth accumulation.


Tom Smith


Tom is our in-house CPA and has worked with Georgia Advisory Group for 25 years. Tom has extensive experience advising clients in small business and tax matters. Tom's background includes clients in the service, manufacturing, and hospitality industries. Tom offers fractional CFO services to small businesses which includes more than traditional accounting engagements as he can look at each industry with a fresh set of eyes. This enables business development opportunities through real-time engagement as opposed to the traditional year-end look back historical reporting common in the accounting industry. Tom also advises individual taxpayers on effective tax strategies to achieve their immediate and long-term financial goals.

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