Kennesaw, GA Cherokee St NW Office
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Allworth financial, L.P.
Enterprise
Firm-wide stats for Allworth financial, L.P.
About
Allworth Financial serves a wide range of clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, trusts, corporations and charitable organizations — and offers financial and wealth planning, discretionary and non‑discretionary portfolio management, qualified retirement plan consulting, and variable annuity sub‑account servicing. The firm also manages privately offered funds and provides education through newsletters, podcasts and seminars.
The firm combines quantitative and qualitative analysis through an Investment Committee to implement customized allocations across equities, fixed income, ETFs, mutual funds, options overlays and privately offered investments, and offers a mix of model strategies (Core‑Satellite, Pure Index, buffered equity ETFs) and specialist portfolios (e.g., ESG, Christian Values, IntelliBuilD, Outlier Growth). Allworth may delegate management to third‑party advisers, runs both wrap and non‑wrap programs, and uses technology such as Pontera to monitor and rebalance held‑away retirement accounts as part of a holistic planning approach.
Distinctive features called out in the brochure include a practice of retaining acquired advisors under former trade names during transition periods and disclosing predecessor performance related to acquisitions, the firm’s airline‑industry practice (Allworth Airline Advisors), and operation of private Shorepoint funds that pay a performance‑based incentive allocation and have $250,000 minimums. The brochure also documents close affiliations with an affiliated broker‑dealer (AW Securities) and an affiliated tax/accounting practice, and describes multiple solicitation and referral arrangements (including participation in third‑party referral programs), all of which create identifiable conflicts that the firm says it manages through policies and disclosures.
Based on Allworth financial, L.P.
Expertise
Based on Allworth financial, L.P.
Location
2950 Cherokee St NW, Suite 700
Kennesaw GA 30144
Advisors at this office
4
Advisors at this office
Robert M
Series 65
Kennesaw, GA
Allworth financial, L.P.
Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.
Dylan W
Series 65
Kennesaw, GA
Allworth financial, L.P.
Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Allworth Financial in 2023, he worked at Young Harris College from 2019 to 2023. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.
B M
CFP®, Series 63, Series 66
Kennesaw, GA
Allworth financial, L.P.
B Mackie is a CFP®-certified financial advisor at Allworth Financial, L.P. with 23 years of industry experience. Prior to joining Allworth Financial in 2025, he held positions at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, Henssler Financial, and Truist Investment Services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combined quantitative and qualitative investment approach, offering customized portfolio strategies and a range of financial planning and consulting services.
Margaret R
CFP®, Series 66
Kennesaw, GA
Allworth financial, L.P.
Margaret Remeika is a CFP® with two years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She has previously worked at firms including American Financial Advisors, Henssler Financial, and LPL Financial. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies and provides education through newsletters, podcasts, and seminars.
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