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.
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.
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.
Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.