Our Company – How We’re Different

How We Are Different

Purposeful Wealth Management

At Atlanta Financial Associates, our mission is “Making Life’s Journey Richer” – for our clients and our team. Each client’s interests come above all else and the work we do for them is focused on helping them realize their dreams. This client-first approach has shaped the relationships and reputation we have built during our first 25 years. With more than $500 million in client assets, Atlanta Financial continues to be the wealth manager of choice for high net worth individuals, business owners and corporate executives, as well as legacy-focused families.

Our Independence Supports Yours

As independent financial advisors, we manage our clients’ assets without the restrictive demands and product limitations of a large corporate owner —such as incentives to recommend proprietary products. Our objectives are always aligned with the clients’ goals. Clients’ expectations and risk tolerance drive every investment recommendation we make.

When you work with Atlanta Financial, you can feel confident that:

  • We are solely focused on you – your wishes, goals and opinions, with no hidden agenda.
  • We have at our disposal an extensive range of investment and planning strategies, proven investment models and time-tested asset allocation frameworks.
  • We singularly focus on what benefits our clients most by providing sound, objective advice that advances you down a path designed to help you reach their financial destination.

We will craft a customized investment strategy that accommodates your time horizon as well as your appetite for risk. Our uniquely consultative approach assures that we will never compromise on what is most important to you. Atlanta Financial delivers a level of personalized service that is unrivaled in our industry.

Meet our exceptional team here. To learn more about our latest thinking around wealth management, read our blog.

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 obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.