Experienced Professionals

Have you considered joining a team that will actually help you grow and increase your success?

Atlanta Financial may be the right fit for you.​​

Our Commitments to You:

  • Benefit from our marketing strategies, content, and platforms for your growth.
  • Leverage our infrastructure to access state of the art technology.
  • Reduce compliance and administrative burdens.
  • Maintain your independent brand if you wish.
  • Access to dedicated support staff and an operations team with streamlined processes and systems to provide best in class support, cost effectively.
  • Sophisticated financial planning strategies.
  • Proven investment processes and leading-edge trading platform.
  • Coaching and mentoring by seasoned producers.
  • Well-defined career tracks and paths to partnership.

About Atlanta Financial

Atlanta Financial has been recognized nationally for our service to clients. We are experienced, multi-generational, highly credentialed (with JD, CPA, CFP® and other designations), and passionate about our clients’ long-term success. We take a planning-first approach to wealth and wellness and have sophisticated wealth management and investment processes, along with state-of-the-art technology to fully serve clients today and beyond.

Contact us today to find out more about our firm, our process, and see for yourself if you think we could be a fit for your practice and your clients.