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.
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.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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.