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Marjorie Edenfield, CFP®Advisor

People, family and community are really important to me. My RPG clients are often entire families with several generations. We navigate the complexities of different life stages… from young professionals entering the workforce, to starting a family, all the way through retirement and beyond.

With these families, I get to be a resource to both children and parents. I also have a personal passion for serving widows and widowers, helping them understand their financial outlook as they become a sole financial decision maker.

My clients are often entire families with several generations.

I am a really patient person, and very good at explaining difficult subjects. Because I believe in the power of education and learning, I take the time to educate my clients so they can make the best decisions.

Certified Financial Planner™

BBA, concentration in Accounting, Brenau University
Certificate in Financial Planning, Terry College of Business, University of Georgia

Atlanta Track Club, Member
Volunteer Income Tax Assistance (VITA) Program, Volunteer
Phi Kappa Phi, Academic Honor Society, Member

Marjorie’s Personal Story

  • Fluent in Afrikaans

  • Loves traveling near and far

  • Binge-watches Netflix

  • 2016 goal: run 1,000 miles

In college, my professor made each student stand up to say what we were passionate about. I hated this exercise, because I had no idea! I remember feeling irritated as I gave my usual unimaginative answer: “I’m passionate about traveling.” But five semesters and five answers later, I finally got to my real truth: a passion for learning and service to others.

In my years of study, I told myself that if I pursued accounting, I would do my time working in the basement of some accounting firm for years… but it would all be worth it, because eventually “they would let me work with people.”

Later, RPG was one of my internships in accounting and finance. I saw the difference right away. I would have the opportunity to serve and work closely with individuals and their families from Day One! That is what I’m passionate about, and I’m so glad I pursued a career in financial planning at RPG.