Overview

Our firm is an independent, Atlanta based wealth management firm focusing on corporate 401K market, working with individuals to help manage their 401K's as well as providing investment advice to pre-retirees and retirees. Our goal in using this site is to be able to find other advisors in the southeast area that are looking for a successor or merge opportunity.

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week

Business Data

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