Why We're Different
Georgia Wealth Partners only offers Fee-Only, honest, and objective fiduciary advice. No products for sale. No Commissions. No Referral Fees.
Ongoing financial planning made Easy. Our process is the future of simplified financial growth.
Georgia Wealth Partners is a single resource for comprehensive, fully integrated wealth management. We help successful families use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values.
We have an unwavering commitment to help meet the needs of your family and your business. As a client, your interests are always our first priority and we strive to develop deep and meaningful relationships built on trust and integrity. Our sole purpose is to be a trusted advisor and to allow you the freedom to enjoy life to the fullest.
What We Do
Georgia Wealth Partners is a specialized financial advisory team that serves four key markets: High-net-worth families, owners of closely-held businesses, community banks, and retirement plan committees.
Prosperity and success brings with it a host of challenges and responsibilities. By understanding the complexities of your financial life, we can tailor a solution to help preserve and grow your wealth while keeping your financial affairs in order.
Owners of closely-held businesses
Business owners focus so much of their efforts into running their business, they often struggle with devoting enough time and energy into planning adequately for their own future or designing a strategy for a successful exit.
Community Banks and Credit Unions
Georgia Wealth Partners has a proven partnership record with local community banks to foster successful investment and trust programs.
Retirement Plan Committees
At Georgia Wealth Partners, we work with companies, local governments, school systems, and non-profit organizations of all sizes to make sound decisions and facilitate positive outcomes for their employees and plan participants.
Who We Are
Georgia Wealth Partners is a privately-owned and fully-independent Registered Investment Advisory firm (RIA).
We believe that our clients have grown to trust in our advice and value our objectivity and innovative thinking. We also want them to know that we will always put their interests first in helping them achieve their goals.
For everyone here, what we do is not a job, it is a passion. It is the environment we have created that fosters such a personal interest in our clients –both the everyday details and the big picture. We offer the sophisticated services of a large institution while embracing the enterprising spirit of a small one.
Our close-knit team of advisors and administrative professionals are rich in talent and experience, and knowledgeable in their specific area of expertise. Everyone here contributes a unique perspective, brings a special skill set to address any need you may have, and takes a personal interest in your goals and aspirations.