Atlanta Financial Associates, Inc. - Home

 

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WHO WE ARE

Since 1992, people have been turning to the advisors at Atlanta Financial Associates to help them build a wealth management plan that reflects their vision and can stand the test of time.

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WEALTH MANAGEMENT

Ask 10 investors to define wealth management. Actually, ask 10 “wealth managers” to do so. You will almost certainly get 10 different answers, with most heavily focused on investing. As a client of Atlanta Financial . . .

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RETIRING FITT™

A proprietary system designed to empower retirees to make good decisions when going through the retirement process. Systematic and organized, Retiring FITT looks at the entire picture . . .

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EVENTS

State of the Markets Webinar – The financial world is complex — and we're bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

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Watch AFA TV

Hear how Atlanta Financial makes life’s journey richer. Atlanta Financial TV is home to a variety of videos that allow clients and associates to share our knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management..

Our Team

As true independent financial advisors, we are free to manage your financial life unhindered by the demands and product limitations of a large corporate firm—such as incentives to recommend certain proprietary products that might affect the guidance you receive.

Time for a Second Opinion?

In today’s world, even the most carefully thought-out plans sometimes can benefit from a fresh set of eyes and a second look. Atlanta Financial provides complimentary second opinions to people who may be in a complex situation or just want to be sure that they are making smart, informed decisions in today’s economy.

 

Five Star ProfessionalWomens Choice AwardNABCAP Premier Advisor

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,852 Atlanta wealth managers were considered for the award; 592 (21 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.