Find a Financial Advisor in Atlanta

Focus on the things most important in your life, now and in the future.

Since 2000, our financial advisors in Atlanta have been helping people focus on the things that are most important in their lives, now and in the future. We help clients define their freedom – and then help them design a path to get them there.

Our professionalism, dedicated service and objectivity set us apart from other financial advisors in Atlanta. We take a holistic approach to wealth management and bring personal fulfillment and a lasting legacy to our clients through comprehensive wealth, estate, tax, charitable gifting, and investment planning strategies.

We’re active in the Atlanta community, from hosting career day events to sponsoring annual fundraisers for charities we hold dear to our hearts. We’re a family – and we strive to make everyone who walks through our door feel welcome.

Financial Planning

Retirement Planning

Estate Planning

Resources

The Importance of Process in Your Investment Strategy

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.

Estate Planning Simplified: Understanding Wills & Trusts

While it’s easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, avoiding this important planning area can result in property and financial assets passing to unintended heirs in unintended ways.

Cross-Generational Financial Planning Guide

As many wealthy baby boomers transition into retirement, they’re asking some tough questions about the overall wealth preparedness of their heirs and turning to financial advisors to help impart strong financial values to millennials.

HOW FAR ARE YOU

From Being Ready for Retirement?

Our Advisors

Sam Wilkerson

MSFS, CFP®
Director of Advisory Services, Wealth Advisor

Eric Michalski

CFP®
Wealth Advisor

Bonnie Bailey

CFP®
VP Business Development & Wealth Advisor

Cameron Zabko

CFP®
Wealth Advisor

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.