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Alicyn M

Series 65

Atlanta, GA

Ajax Capital Advisors, Inc.

Alicyn Mcleod is a financial advisor at Ajax Capital Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has prior experience at Finlogic LLC and Atlanta Tax LLC, where she owns and operates a tax preparation and advisory firm. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies involving ETFs, mutual funds, bonds, and equities, guided by an individualized Investment Objective and Policy Statement and a proprietary algorithm for security selection.

General retirement planning Business succession planning Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Attorney
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Aaron A

Series 65

Atlanta, GA

Ajax Capital Advisors, Inc.

Aaron Aberson is a Series 65 licensed financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 16 years of industry experience. Since 2010, he has been with Ajax Capital Advisors and also works as an independent contractor attorney specializing in family law and civil litigation. Ajax Capital Advisors is a small, team-based investment adviser serving primarily individual and high-net-worth clients, as well as insurance companies. The firm provides financial planning and discretionary portfolio management, using a combination of fundamental and technical analysis alongside a proprietary algorithm developed by the founder.

General retirement planning Business succession planning Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Attorney
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Nathan A

CFP®, Series 65

Atlanta, GA

Ajax Capital Advisors, Inc.

Nathan Aberson is a CFP® with 16 years of industry experience, serving as an advisor at Ajax Capital Advisors, Inc. since 2009. He is also the CEO of Aberson Consulting, Inc., a company engaged in online sales of consumer products. Additionally, he holds a real estate salesperson license in Georgia, which he uses occasionally to assist family and friends with real estate transactions. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

General retirement planning Business succession planning Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Attorney
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