Financial Advisors in Atlanta, Georgia

Atlanta, GA

If you're looking for a financial advisor in the Atlanta area, we're here to help. We have a specialty in small business owners.

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CLIENT SUPPORT TEAM

Geniffer Takacs, CFA
Director of Portfolio Management

Austin Warren, MBA
Senior Client Relationship Associate

Andrew Kurtz, CPA
Senior Financial Planner

Contact Our Atlanta Financial Advisors

Our Atlanta office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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