Wealth Advisors · Atlanta, GA

Your financial life, planned in full.

Financial planning, investments, estate, and tax strategies—coordinated as part of a comprehensive financial strategy

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“We provide a comprehensive suite of services designed to address all aspects of your financial well-being.”

Our Atlanta-based team works directly with you, coordinating every decision so nothing falls through the cracks.

Core Practice Areas

Six practice areas, coordinated under one plan.

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Financial Planning

Customized plans that align with your lifestyle, aspirations, and resources—from near-term goals to long-term retirement.

Education Planning

Funding strategies that balance education savings with your other financial goals and timeline.

Asset Management

Diversified, resilient portfolios built around your risk tolerance, objectives, and market opportunities.

Estate Planning

Coordinated wealth transfer, tax considerations, and legacy planning alongside your attorney.

Risk Management

Insurance and asset-protection strategies that safeguard you and your family from the unexpected.

Tax Strategies

Proactive planning to help reduce your tax burden while keeping you compliant with evolving tax laws.

Work directly with our advisors

Our team provides financial planning and wealth advisory services to individuals, families, and business owners.

Securities & advisory services offered through MML Investors Services, LLC, Member FINRA and SIPC.

Meet Our Team

Financial advisors collaborating on wealth strategy

Insights & Articles

Perspectives on retirement, investing, estate strategy, and tax-efficient wealth building.

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March 1, 2026

Inherited IRAs: Understanding the 10-Year Rule and RMD Requirements

Inheriting an IRA can be a meaningful financial opportunity, but it also comes with specific IRS rules that are easy to misunderstand. Changes made by the SECURE Act have altered how inherited IRAs must be distributed, particularly around required minimum distributions (RMDs) and the 10-year rule. Below is a straightforward overview of what most beneficiaries need to know.

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October 15, 2025

The New Retirement Reality: Planning Beyond the 401(k)

For most Americans today, the 401(k) has become the cornerstone of retirement savings. While it remains a powerful tool, it’s no longer enough on its own to ensure the kind of retirement most people envision. Rising healthcare costs, longer life expectancies, inflation, and the decline of traditional pensions have reshaped the retirement landscape. To navigate this new reality, it’s essential to build a strategy that goes beyond the 401(k).

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September 22, 2025

Advanced Considerations in Drafting and Funding Buy–Sell Agreements

A closely held business often represents the majority of an owner’s net worth, yet many succession plans fail because the buy–sell agreement is either incomplete or inadequately funded. For attorneys and CPAs advising business owners, careful attention to structure, valuation methodology, and liquidity planning is critical.

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Visit our Atlanta office

Meet in person at our Atlanta Headquarters or virtually by secure video.

Contact our office

Atlanta Headquarters

6 Concourse Parkway, Suite 2700

Atlanta, GA 30328

(404) 926-1350

Mon–Fri: 8:30 AM – 5:00 PM ET