The BAB Group is an accounting and wealth management firm serving individuals, families, business owners, and pre-retirees across the Southeast. It meets clients in Alpharetta and Fayetteville, Georgia, and Tampa, Florida, as well as virtually. The firm combines accounting expertise with financial planning, bringing tax strategy, business decisions, and retirement planning together rather than treating them as separate concerns. Its approach puts income planning first, helping clients understand how much they may need, when they may need it, and how to generate income with tax considerations in mind.

For individuals and families, services include retirement and income planning, investment planning and management, tax-efficient strategies, risk mitigation, and legacy planning. The BAB Group also offers second opinions and ongoing reviews. For business owners, its services include monthly bookkeeping, financial statements, fractional CFO support, business tax strategy, and consulting. The firm’s process begins with a conversation and assessment, then develops and implements a tailored plan, followed by quarterly check-ins.