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Financial Advisor   

$275MM AUM | $1.5MM GDC in Atlanta, GA

Member Level
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee


Atlanta, GA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Financial advisors and RIAs spend decades building their businesses one relationship at a time without much consideration about what will happen when it comes time to hang it up. Atlanta Capital Group has a proven track record of succession planning benefitting both advisors and their clients.

Our breadth of knowledge and acquisition experience ensures a seamless transition. We help you protect and realize the value of your life’s work while providing for the long term care and retention of your clients.
Our Strategy Includes:

-- Complete, long-term succession planning, which creates an excellent opportunity to partner with the next generation of investment professionals.
-- Monitoring, protecting, and realizing the value of practice owners life’s work while providing for the long-term care and retention of the clients.
-- Helping investment professionals view a practice shifting from an employee mentality to a business ownership mentality.

Extended Profile Information

Peer to Peer

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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