Wallace Financial Group
Wallace Financial Group
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"Understanding your needs at every stage of your financial life."

"Understanding your needs at every stage of your financial life.""Understanding your needs at every stage of your financial life.""Understanding your needs at every stage of your financial life."
Book a Free Consultation
See How We Help

"Understanding your needs at every stage of your financial life."

"Understanding your needs at every stage of your financial life.""Understanding your needs at every stage of your financial life.""Understanding your needs at every stage of your financial life."
Book a Free Consultation
See How We Help

Helping Families Plan with Confidence

At Wallace Financial Group, a family-owned financial firm since 2000, we craft personalized financial plans that align with your life goals. Our experienced advisors prioritize transparency, education, and proactive support, empowering you to navigate investments confidently. 

Discover Our Financial Services

Free Portfolio Consults

Schedule a free review of your investment portfolio and get experienced advice to align with your financial goals.

Book a Call

Investment Strategies

Navigate volatile markets confidently with tailored investment strategies and professional guidance.

Financial Protection

Protect your financial future with personalized insurance plans tailored to your needs.

Meet Our Experts

Phillip Wallace

Phillip Wallace

Phillip Wallace

Founder & Wealth Advisor, since 2000

Phillip.Wallace@lpl.com

Braden Wallace

Phillip Wallace

Phillip Wallace

Wealth Advisor

Braden.Wallace@lpl.com

Debbie Hodges

Phillip Wallace

Debbie Hodges

LPL Registered Sales Associate

Debbie.Hodges@lpl.com

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Contact Us

Plan Your Financial Future

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Visit Our Office

Start planning your investments today. Share your goals, and we'll craft a tailored plan for your financial independence.

Wallace Financial Group

4390 Earney Rd, Suite 220, Woodstock GA 30188

770-751-7411

Business Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

Legal & Privacy

  • Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA (www.finra.org)/SIPC (www.sipc.org).  Investment advice offered through Wallace Financial Group, registered investment advisors. Wallace Financial Group is a separate entity from LPL Financial.  
  •  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 


         www.lpl.com/CRS 

Copyright © 2026 Wallace Financial Group - All Rights Reserved.

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