Atlanta, GA Office
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34 Financial, LLC
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Firm-wide stats for 34 Financial, LLC
About
34 Financial, LLC provides discretionary investment management and ongoing financial advice to individuals (including high net worth clients), corporations, retirement plans, trusts, and other institutions. The firm operates as a small team managing roughly $101 million across about 90 client relationships and offers portfolio management and related advisory services.
The firm develops client-specific investment policies from an intake questionnaire and demographic and financial information, using fundamental, technical and cyclical analysis to construct and monitor portfolios. Portfolio management is exercised on a discretionary basis and, when suitable for a client’s objectives and risk tolerance, can include the use of margin, options, leveraged/inverse ETFs and structured products; the firm also recommends a major custodian to hold client assets.
Notably, 34 Financial is a recently formed adviser (established in 2023) that has made recent material disclosures to its brochure, including revisions to its fee schedule and other updates, which the firm makes available to clients. Prospective clients should also note operational features disclosed in the brochure—such as the firm’s ability to deduct fees from client accounts (constructive custody) and its permissive approach to a broad set of instruments—when evaluating fit.
Based on 34 Financial, LLC
Location
2827 Peachtree Rd, Suite 620
Atlanta GA 30305
Advisors at this office
3
Advisors at this office
Joseph Y
Series 66
Atlanta, GA
34 Financial, LLC
Joseph Young is a financial advisor with 25 years of industry experience, currently serving at 34 Financial, LLC. He holds a Series 66 designation and has worked at Mercer Global Advisors Inc., Arkadios Capital LLC, ACG Wealth, Inc., and Triad Advisors, Inc. 34 Financial, LLC is a small advisory team managing approximately $101 million across about 90 client relationships, providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers portfolio management that may include the use of margin, options, leveraged/inverse ETFs, and structured products.
Jeffrey S
Series 63, Series 65
Atlanta, GA
34 Financial, LLC
Jeffrey Shaver is a financial advisor at 34 Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, Triad Advisors, and LPL Financial. 34 Financial, LLC provides discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm uses fundamental, technical, and cyclical analysis to construct client-specific portfolios, managing roughly $101 million across about 90 client relationships.
Cody C
Series 65
Atlanta, GA
34 Financial, LLC
Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a discretionary basis.
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