Finding Your FIT™

Life changes. Who’s making sure your wealth does too?

At Atlanta Financial, our overriding objective is to help you achieve Financial Independence Together (FIT™). We do this through our proprietary FIT™ planning process designed to empower you to make the best financial decisions, no matter the stage of your life.

Our FIT™ process has altered and enhanced the path to wealth for hundreds of families from retirees, physicians, divorcees, executives, business owners and young professionals.

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Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Find Your FIT™

Financial Independence Together (FIT™) is our systematic and organized analysis and roadmap to guide you through your current situation as well as your family’s financial wellness for decades to come.

Our process is fully customized with specific paths designed to meet you exactly where you are.

Retire-ReadyFIT™

Retire-ReadyFIT™

Planning & Wealth Management for the Transition to Retirement

BizOwnFIT™

BizOwnFIT™

Planning & Wealth Management for Business Owners

GovtFIT™

GovtFIT™

Planning & Wealth Management for Government Employees

ExecFIT™

ExecFIT™

Planning & Wealth Management for Executives & High Income Earners

DivorceFIT™

DivorceFIT™

Planning & Wealth Management for those going through Divorce

AttorneyFIT™

AttorneyFIT™

Planning & Wealth Management for Attorneys

MDFIT™

MDFIT™

Planning & Wealth Management for Physicians

FemaleFIT™

FemaleFIT™

Planning & Wealth Management for Females

YPFIT™

YPFIT™

Planning & Wealth Management for Young Professionals

We help to ensure that as your life changes, your wealth advances and your investments are managed to meet your precise situation.

Personalized Wealth Management to FIT™ You

We offer comprehensive wealth management services through our FIT™ Process that includes customized financial planning, investment management, and ongoing advice and solutions to help optimize your overall financial picture and plan for the future.

Retirement Planning
We help you identify and quantify your retirement income goals, then build and implement an action plan to ensure that as life changes, your wealth advances, with your investments managed to meet your precise situation.
Ongoing Advice & Solutions
We help to ensure that as your life changes, your wealth advances and your investments are managed to meet your precise situation.
Tax Planning Strategies
We proactively collaborate with you to minimize unnecessary taxes in all areas of your financial life, including your investment portfolio.
Financial Planning
We build a customized, organized roadmap designed to empower you to make the best financial decisions, no matter your stage of life.
Investment Management
We build a diversified portfolio consistent with your goals, yet appropriate for your level of comfort with market volatility. Then we monitor and adjust as the markets, economy or changes in your goals dictate.
Risk Management Strategies
We provide a structured and coherent approach to identifying, assessing and managing risk in all areas of your life and your financial plan.
Estate Planning Strategies
We help you identify your goals for your wealth and your legacy, and then build strategies to implement those plans as effectively as possible.
WCA_Financial_Advisor_2019
Julianne Andrews | 2019 Five Star Wealth Manager
Richard Henderson | 2019 Five Star Wealth Manager
Cathy C Miller | 2019 Five Star Wealth Manager
Top Women Wealth Advisors 2020
Best In State Wealth Advisors 2020

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 qualify for the program. The inclusion of a financial advisor within the WCA 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 of future investment success.

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. In 2019, 3,197 Atlanta wealth managers were considered for the award; 285 (9 percent of candidates) were named 2019 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.

The ranking of the Forbes “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors,” was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.