Find a Financial Advisor in Atlanta
Wealth Designed. Life Defined.
From the heart of Buckhead, we’ve built a firm as enduring as the city we call home—serving clients in Atlanta and across the U.S. We combine national resources and institutional strength with a boutique client experience, delivering personalized, goal-based strategies that bring clarity and confidence to your financial life.
Our Atlanta-based team specializes in comprehensive financial planning, including investment management, retirement income strategies, and tax-efficient wealth planning. We also provide professional guidance in estate and legacy planning, business succession, multi-generational wealth transfer, and risk management.
Wherever you are on your journey to financial freedom, you’ll benefit from our relationship-driven service, deep technical expertise, and—above all—our genuine passion for helping clients thrive.
WE ARE HERE TO SUPPORT FINANCIAL CLARITY AT EVERY STAGE OF LIFE.
Wealth Management
Financial Planning
Investment Management
Resources
Investment Process
The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
10 Questions to Determine if Your Advisor Meets Standards
You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.
The Family Budget: Financial Empowerment at Your Fingertips
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
Primary Service Areas:
Atlanta, Boston, DC, Tampa
Disclosures:
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.