Broker Check

Founded for Your Success

T. Sapp Financial Partners is just that—a partnership. We know that financial planning isn’t a sprint. It’s a lifelong journey, and we’re here to partner with you for the long haul.

We Believe in Holistic Financial Planning

For over two decades, our team has listened to where clients ultimately want to end up and then created a personalized financial roadmap for their success. Our seven step planning process works because we focus on providing advice, utilizing a holistic process to help secure your future.

Our holistic financial planning process goes beyond numbers and investments. Our highly specialized approach involves taking a comprehensive dive into your entire financial life. We look at how all of the pieces of your finances connect and then make recommendations with your end goals and objectives in mind. Clients are better positioned to live their best financial lives and stay on track for a stronger financial future.

It’s more than money. It’s about building financial confidence and a planning partnership that works for you. We help you take charge of your financial life and make small changes to pursue big goals. Learn more about how we are help our clients, here.

Driven by You. Guided by Our Values.

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We learn how all the pieces of your finances connect to tailor a comprehensive plan to pursue your goals.

We build a long term relationship, partner with you for every major milestone and grow along with you.

We translate complex financial concepts into easy-to-understand plans.

We put our clients first—always—and serve as a fiduciary and work in their best interest, above ours. Our transparent approach is at the forefront of all that we do.

Leadership and Management

Client Centered

T. Sapp Financial Partners was founded by Tracee J. Sapp, CFP®. A seasoned financial professional with over 20 years of experience and a master's degree in Engineering, Tracee knows numbers—but she also knows that financial planning is about so much more than that. It’s the freedom to retire without worry. The pride in building a legacy for those you love. And the joy of accomplishing your goals and living your dreams.

Clients love working with Tracee because they know she truly understands them. As a wife, mother, and business owner herself, she is no stranger to the balancing act. That’s why she takes the time to learn about your family, profession, future aspirations—even what keeps you up at night. With this insight, she can translate complex financial concepts into what really matters based on what you care about.

Beyond her hands-on, tailored approach, Tracee is incredibly seasoned and uniquely qualified. Along with the CFP® designation, Tracee also holds the Series 7, 6 and 65 securities registrations. Tracee also has engineering degrees from North Carolina A&T State University and The Georgia Institute of Technology. She is a proud member of the Financial Planning Association of Georgia, NAIFA and has previously served as president of the Atlanta Chapter of the National Association of Women Business Owners. When she is not working with clients, she is a foodie, a yogi, a room mom who enjoys travel, reading, interior design and spending time with her husband  and two daughters.

Partners and Specialists 

Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me supporting my business. I am affiliated with Cetera Advisor Networks, one of the leading broker dealers in the industry. Cetera’s Advanced Planning Group offers a unique support system unlike any other and we lean on their dedicated in-house attorneys,  CPA's  and financial specialists who are accessible, responsive, and committed to supporting you and your goals. With many years of legal, estate, tax and business planning experience, they support our planning practice  by lending their  expertise on a myriad of   issues  including retirement, business planning,  tax and wealth transfer strategies.  

You've Got This. And We've Got You.

Thank you!