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John Cronin

Advisor at BlueChip Wealth Advisors LLC — Milton, GA

Updated today

Credentials

Series 66

Experience

3 years

Location

Milton, GA 30004

BlueChip Wealth Advisors LLC logo

BlueChip Wealth Advisors LLC

Team

Total advisors

6

Clients per advisor

62 Typical

Avg AUM per client

$1,244,449 Typical

HNW client ratio

45% High

About

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach that combines active and passive strategies and uses subscription-based reporting tools and educational sessions as part of its client services.

Client services

Based on BlueChip Wealth Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on BlueChip Wealth Advisors LLC

Private / alternative investments Retirement income strategy General retirement planning Social Security optimization

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Fee options

Fixed

Financial planning flat fees: $1,750 for BlueChip Retirement Plan (includes 5 hours); $3,500 for BlueChip Comprehensive Retirement Plan (includes 10 hours); $1,000 flat fee plus $49/month subscription for BlueChip eMoney Account; other flat fees depend on project scope

Percentage

up to 1.75% annually, negotiable depending on representative, account size, complexity, and services

Project-based

$300 per hour for Certified Financial Planner services beyond plan scope; $75 per hour for Paraplanner services beyond plan scope; other hourly rates vary depending on project scope

Subscriptions

$29/month subscription for eMoney with Retirement Plans; $49/month subscription for BlueChip eMoney Account

Other

Fee-only: Financial planning and consulting fees charged hourly or flat project fees specific to the service

Location

Milton, GA

12655 Birmingham Hwy, Suite 201

Milton GA 30004

Advisors at this office

6

Most active in

Georgia

Work history

3 years of industry experience

BlueChip Wealth Advisors, LLC

2025 - Present • 1 year

Milton, GA

J.P. Morgan Securities

2025 - 2025 • 1 year

Marietta, GA

JPMorgan Chase BAnk, N.A.

2025 - 2025 • 1 year

Marietta, GA

Merrill Lynch

2024 - 2024 • 1 year

Atlanta, GA

Raymond James & Associates

2023 - 2025 • 2 years

Alpharetta, GA

Consolidated Medical staffing

2023 - 2023 • 1 year

Marietta, GA

Gride Technology

2023 - 2023 • 1 year

Atlanta, GA

Gem Shopping Network Inc

2023 - 2023 • 1 year

Duluth, GA

Paramount Transportation Logistics Services

2023 - 2023 • 1 year

Marietta, GA

Unemployed

2022 - 2022 • 1 year

Alpharetta, GA

Blueprint Consulting Services, LLC

2021 - 2024 • 3 years

Marietta, GA

Evergreen Health Group/Insurance Pipeline

2021 - 2022 • 1 year

Smyrna, GA

Unemployed

2020 - 2021 • 1 year

Alpharetta, GA

First Choice Health Group

2020 - 2020 • 1 year

Columbia, MD

Blueprint Solutions

2018 - 2020 • 2 years

Marietta, GA

Total Quality Logistics

2017 - 2017 • 1 year

Atlanta, GA

Clockwork Concepts

2016 - 2018 • 2 years

Marietta, GA

Unemployed

2015 - 2016 • 1 year

Lawrenceville, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired
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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals

Fredrick S

CFP®, CPA

Duluth, GA

LifeWater Wealth Management

Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress. At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind. Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte. Proudest Accomplishments: - Marrying my lovely wife, Laurie, 23 years ago - Being a fun and loving father to my sons - Giving to global missions and ministries that are impacting the world with love and resources for people who need them most - Launching my second financial planning firm, LIFEWATER Wealth Management Interests: - All things Family - College Football – Superfan - All things Personal Finance - Movies & Local Foodie - Travel - Jazz Music Skills: - Listening - Creating Simplicity & Clarity - Finance & Analysis - Strategy & Planning - Producing Results - Problem Solving Read Fredrick's blog here: https://getlifewater.com/blog

Business ownership considerations Business succession planning Executive Founder/Business Owner Women Professionals Female Executives Gen X (Born 1965-1980)
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Srinivasa Rao K

Series 65

Cumming, GA

VIVCAP LLC

Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

Active portfolio management Tax-loss harvesting
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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