About WB Financial

John F. Edgar, Jr., CPA, PFS

Principal

John F. Edgar, Jr., CPA/PFS is President of Windham Brannon Personal Planning Services, P.C. His focus is advising and administering family limited partnerships. His clients also depend on him for advice in solving estate and gift tax matters, risk management, charitable planning, family wealth succession issues, monitoring bank trust department relationships and entity selection for holding and protecting assets.

Specialization Includes:

Family Limited Partnerships
Charitable Trusts

Career Highlights

John joined Windham Brannon, P.C. in 1970 following graduation from Georgia State University. In 1976, John was admitted as partner. John became President of Dellinger Management Co. in 1989, a management company providing strategic planning services exclusively for a group of commonly controlled businesses. In 1992, John obtained accreditation from the AICPA as a Personal Financial Specialist (PFS) and returned to Atlanta to his practice as an independent CPA/PFS.

Education and Affiliations

Georgia State University – B.B.A. in Accounting
Georgia State University – M.B.A. with a major in Insurance (Estate Planning)
American Institute of Certified Public Accountants (AICPA)
Georgia Society of Certified Public Accountants (GSCPA)
Trustee and Past President of the Georgia Federal Tax Conference