Charlie Holloway

CFP®
Managing Partner, Wealth Advisor

Meet Charlie

Charlie Holloway is a Managing Partner, Wealth Advisor based in Marietta, Georgia with 19 years of experience in the field.

Charlie Holloway serves as Managing Partner and Wealth Advisor at Carson Wealth. He works with individuals and families to develop comprehensive financial plans and investment strategies designed to help them pursue their goals and build lasting legacies.

For Charlie, wealth management is about more than managing assets. He is passionate about helping clients align their financial resources with the lives they want to lead. His approach to planning balances preparing strategically for the future with helping clients feel informed and confident about the financial decisions they make today.

Prior to joining Carson Wealth, Charlie co-founded Marietta Wealth Management, an independent, fee-only financial advisory firm, where he served as Principal and Financial Planner. As a member of the firm’s investment committee, he also played an important role in shaping its long-term vision and investment strategy.

Charlie began his career in corporate banking before transitioning to financial planning in 2004. Prior to co-founding Marietta Wealth Management, he served as a Managing Associate at one of Atlanta’s largest independent advisory firms, where his work focused on business development and holistic financial consulting.

Charlie is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association. He earned a Bachelor of Science in Management from the Georgia Institute of Technology and completed the Professional Financial Planner Program at Oglethorpe University.

An Atlanta native, Charlie lives in East Cobb with his wife and two children. Outside of the office, he enjoys reading, playing golf and heading to the mountains for a ski trip whenever possible.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 19 years financial industry experience
Education
  • BS Georgia Institute of Technology
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®

Carson Wealth

472 N Sessions Street NW Ste 24
Marietta, GA 30060
(404) 549-6930

Direct Line

(678) 918-9138