A complete list of active advisors currently associated with Atlanta Wealth Management, Inc.
Warmer can help you find a great advisor at Atlanta Wealth Management, Inc. or one who fits your needs even better.
Atlanta Wealth Management is a fee-only, independent advisory firm that serves individuals, high-net-worth individuals, and trustees of personal trusts by providing financial planning (called a Financial Goal Plan), investment management, Investment Policy Statement development, and fiduciary training and assessment services. As of March 17, 2026 the firm managed about $6.3 million for ten clients and does not accept commission-based compensation. The firm’s client process is iterative: the Financial Goal Plan feeds the Investment Policy Statement, which becomes the basis for discretionary portfolio management, and completion of the plan and IPS is a prerequisite for investment management. Atlanta Wealth Management limits advice to mutual funds and ETFs, conducts quarterly account reviews and periodic IPS updates, applies the Global Fiduciary Standard of Excellence, and recently stopped using peer-relative performance as a criterion when analyzing actively managed funds. Notable distinctions include a formal fiduciary-assessment practice—offering the Consultant’s Review of Fiduciary Practices (CRFP), the more rigorous Consultant’s Assessment of Fiduciary Excellence (CAFE), and support for CEFEX recognition—services that target trustees and other investment stewards. The firm operates as a long-established solo practice with fiduciary-focused credentials, generally requires a $250,000 initial investable-assets minimum for managed accounts (waivable in some cases), and typically asks clients to custody assets at Charles Schwab for accounts it manages.
To learn more about the advisors currently working at Atlanta Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 16
|
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