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        • Investment Planning

        • Customized investment strategies that accommodate your time horizon and risk tolerance combined with a level of personalized service that is unmatched in the industry.
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        • Retirement Planning
        • Retirement Planning

          Are you part of the 26% of Americans who are prepared for retirement? If you aren’t – or you aren’t sure – it’s time to find out.
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        • Retiring FITT™
        • Retiring FITT

          Retiring FITT is our comprehensive road map, navigating 25 different aspects of retirement planning, designed for those within a few years of retirement.
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        • Business Planning
        • Business Planning

          Planning for every stage of your business, including risk management, distributions and succession planning, so your most significant asset will support you and your family.
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        • Tax Planning
        • Tax Planning

          Making the tax planning process as painless and profitable as possible while keeping your unique circumstances and evolving tax changes in mind.
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        • Estate Planning
        • Estate Planning

          Take control of how your hard-earned assets are distributed with comprehensive estate planning, ensuring that your wishes are honored during your life and after your death.
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        • Risk Management
        • Risk Management

          Risks that aren’t managed can derail your careful planning. Taking a prudent approach to managing these risks to help you stay the course.
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        • Retirement Plans
        • Retirement Plans

          Corporate retirement plans that balance the aims of all your business stakeholders while providing the fiduciary oversight and guidance today’s 401(k) plans require.
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  • SUCCESS STORIES
        • High Net Worth Individuals
        • High Net Worth Individuals

          Milestone events, such as marriage, children, divorce, disability or death, often occur without warning. Find new ways to continue preparing for your financial future and building your legacy with confidence.
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        • Corporate Executives
        • Corporate Executives

          With your success comes wealth building opportunities. Are you taking full advantage of your company’s executive benefit programs and implementing sophisticated planning, investment and tax strategies?
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        • Business Owners
        • Business Owner

          Protect your family and your company by structuring a financial plan that flexes to accommodate both anticipated and unforeseen changes in your business.
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        • Physicians
        • Physicians

          Caring for your finances with the same care you deliver to your patients means planning for the unique challenges that healthcare’s highly-regulated, unpredictable nature presents.
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        • Dentists
        • Dentists

          Often your largest asset, your dental practice is the cornerstone of a financial plan that supports your personal and professional goals now and in the future.
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        • Divorce
        • Divorce

          Nothing seems certain in the throes of a divorce but you can begin to take control of your financial future by leveraging our 16-step process designed for women dealing with divorce.
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  • OUR COMPANY
        • Our Team
        • Our Team

          For more than 25 years, we’ve been “Making Life’s Journey Richer” for clients like you by building wealth management plans that turn dreams into reality.
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        • Career Opportunities
        • Career Opportunities

          “Making Life’s Journey Richer” is our aim for our team as well as our clients. Join our state-of-the-art, independent wealth management firm on our well-established path to success.
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        • Our Location

        • We’re conveniently located in the heart of the Atlanta Metro area’s Palisades Office Park with easy access to I-285 and 400.
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        • Holiday Schedule
        • Holiday Schedule

          “Taking time to live life will only inspire your work.” In order for our team to enjoy time with their loved ones, our offices will be closed for certain holidays throughout the year.
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  • NEWS & EVENTS
        • Webinars
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          The financial world is incredibly complex. Our webinars are designed to educate you about some of the factors we, and expert financial analysts, are watching.
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        • Newsroom
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          Read more about Atlanta Financial in the news and through our monthly newsletter. News releases, media coverage and articles are all available in our newsroom for your perusal.
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        • Blog
        • Blog

          From building wealth to retirement planning to tax strategies to the financial impact of divorce and more, our blog offers a glimpse into the minds of our wealth managers.
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        • Watch AFA TV
        • Watch AFA TV

          Tune in to Atlanta Financial TV, the channel to learn more about our approach to comprehensive wealth management through a variety of videos.
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        • Client Events
        • AFA Client Events

          We regularly host events to educate, inform and celebrate our clients. Often, we ask that you BYOF – Bring Your Own Friend. When will we see you next?
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Tag: Forbes

Julianne Andrews Honored in Forbes’ Best-in-State Wealth Advisors List for Second Consecutive Year

March 4, 2019

ATLANTA – March 4, 2019 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julie Andrews, MBA, CFP®, AIF®, has been named to the 2019 Forbes’ Best-in-State Wealth Advisors list. This is the second time in two years that Andrews’ has been recognized by Forbes as a top financial advisor in Georgia. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

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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.

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Atlanta Financial Associates

Atlanta Financial Associates, Inc.
5901-B Peachtree-Dunwoody Rd., Suite 275
Atlanta, GA 30328
Phone: 770.261.5380 | Fax: 770.261.5381

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