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A Shared Journey.


Wealth Advisors Located in Atlanta, GA


Experience and vision to guide you along the way.

Clients are at the center of everything we do. We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom.  

We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. We are here for our clients through every phase of their financial lives — to identify and set goals, create an operational plan and ensure the highest level of support along the way.

Financial
Planning

Retirement
Planning

Education
Planning

Insurance
Planning

Legacy
Planning


Our holistic approach provides plan sponsors with a comprehensive understanding of all facets of their plan and the regulatory effects of their recommendations and decisions.
PLAN
GOVERNANCE
PLAN
DESIGN
COMPREHENSIVE EDUCATION
PROVIDER CONSULTATION
INVESTMENT
OVERSIGHT









Do great work with great people

Having the right partner to help plan and implement your financial strategy is crucial. Our combined expertise, perspective, and experience are here to help you attain your goals and future endeavors.

Don't take more risk than is needed.

Creating your Paces Ferry Wealth plan and personalized investment strategy overseen by professionals enables you to make more informed decisions with increased confidence.

Your wealth plan is a calculated, comprehensive approach to managing risk, assets, and your overall wealth so that we can best meet your individual goals. The plan will likely include cash management advice, taxation strategies, an estate structure, savings and investment strategy, all designed specifically for you.

It's never too late to take the first step or get a second opinion.

We want to hear from you. To see if we're a good fit, we'd like to know more about what you're looking for in an advisor.

Fill out the following short form and we'll make time to sit down and talk about your unique situation.

2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

Best Financial Advisors in Atlanta