What It Means to Be Your Personal Financial Officer (PFO) & Family Financial Officer (FFO)

For many families, managing finances feels overwhelming. Between investments, insurance, retirement, and estate planning, it can be hard to keep every piece moving in the right direction. That’s where Meagher Financial Services comes in—as your Personal Financial Officer (PFO) and Family Financial Officer (FFO). Families across Roswell, Alpharetta, and the greater Atlanta area rely on us for a level of financial support that goes beyond products. We serve as a trusted partner—helping you organize, prioritize, and plan so you can focus on life instead of paperwork.

 

 

 

What Is a Personal Financial Officer (PFO)?

Think of a PFO as the financial quarterback for your household. Instead of juggling accounts, policies, and outside advisors on your own, you have someone making sure it all works together. Your PFO will:

  • Review investments and retirement plans
  • Monitor insurance coverage for current needs
  • Coordinate with attorneys and CPAs when needed
  • Provide clear, objective advice without sales pressure

 

 

What Is a Family Financial Officer (FFO)?

The role of an FFO extends beyond individuals to the entire family. Families in Atlanta often face multi-generational financial questions, like funding education, caring for aging parents, or passing wealth to the next generation. As your FFO, we step in to guide everyone involved, offering clarity across generations.This means helping parents, children, and even grandchildren align financial decisions with the family’s shared goals.

 

 

 

Why These Roles Matter

Life is busy enough without having to worry about financial complexity. By serving as your PFO or FFO, we:

  • Bring organization to scattered accounts and policies
  • Save you time by coordinating with other professionals
  • Offer a holistic perspective so nothing falls through the cracks
  • Provide peace of mind that someone is always looking out for your best interest

 

 

A Trusted Partner in Atlanta

Being a PFO or FFO isn’t about pushing products—it’s about building relationships. Our fiduciary approach means you’ll always know your goals come first. Families throughout Roswell, Alpharetta, and Marietta trust us because we combine professional expertise with a family-oriented, approachable culture.

 

 

Ready to Have a PFO or FFO on Your Side?

Managing your financial life doesn’t have to be overwhelming. With Meagher Financial Services as your PFO or FFO, you’ll have the clarity and confidence to make decisions that support your future.