Overview

We are a comprehensive financial planning and wealth management practice looking to grow our team. We strive to deliver the highest quality advice to our clients along with a high touch service model. We greatly value our client relationships and the trust they put in us throughout their lives. We would like to grow our practice to serve higher net worth individuals and the right acquisition will help us direct additional resources towards making the client experience even more exceptional. Both advisors are Certified Financial Planners with a combined 30+ years of experience. We have two office locations to accomodate additional clients and location preferences: Midtown Atlanta, GA and Roswell, GA . We are willing to transition staff with the right advisor candidate, health insurance available for advisor and full benefits for staff.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...