Flat-fee, retirement withdrawal strategies financial advisors in Alpharetta, GA

Ali Syed is a CFP® with nine years of experience in financial advisory. He is the sole advisor at CWPIM, an independent firm based in Alpharetta, GA. Syed also manages private funds through Daikon Asset Management, LLC and is licensed to sell insurance products. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm employs fundamental analysis and blended asset-allocation strategies tailored to clients’ goals, with accounts custodied at Interactive Brokers and reviewed quarterly.

Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Blair Enfield is a CFP® with 18 years of industry experience, currently advising at Balefire, LLC in Alpharetta, GA. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, and Mass Mutual Investors Services. He has also been involved with entrepreneurial ventures such as Made Media Network, LLC and Made Holdings, LLC. Balefire, LLC is a multi-team registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy and offers discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Stephen Davenport is a CFA® charterholder with nine years of industry experience. He is a founding advisor at Circa Capital, LLC and has previously worked at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and Columbia Management Advisors. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm employs a long-term, quality-and-value oriented investment approach with concentrated portfolios and utilizes fundamental analysis, discretionary portfolio management, and project-based consulting.

Christopher Guthrie is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to tailor client solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.