Atticus Wealth Management

Robert Goggin is a financial advisor with Atticus Wealth Management in Roswell, GA, holding a Series 65 credential and 16 years of industry experience. He joined Atticus Wealth Management in 2018, following roles at Wealth Management Advisors, Peachcap Tax & Advisory, Haven Capital, and Solidus Wealth Management. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically working with clients who have at least $500,000 in investable assets. The firm employs a range of investment strategies and maintains a fiduciary standard, offering portfolio management, financial planning, and pension consulting.

Colin Arnold is a CFP® with nine years of industry experience, currently serving as an advisor at Atticus Wealth Management. He previously worked at Bartolf Wealth Advisors and held a role at The Loxahatchee Club. Arnold is also an independent insurance agent in Palm Beach Gardens, FL. Atticus Wealth Management is an SEC-registered advisory firm that provides portfolio management, financial planning, and pension consulting primarily to clients with at least $500,000 in investable assets, using a range of investment strategies and maintaining a fiduciary standard.

Austin Nelson is a financial advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He holds the Series 65 and Series 66 designations and has one year of industry experience. Prior to joining Atticus Wealth Management, he worked at Eastpointe Country Club and Evershore Financial and has been a student since 2010. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically working with clients who have at least $500,000 of investable assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies with ongoing portfolio monitoring and access to institutional trading platforms.

Stephan Zehner is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Atticus Wealth Management since 2021 and previously held roles at Castle Wealth Management and PFS Advisors DBA Castle Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, technical, and charting analysis, offering a range of strategies from long-term allocations to short-term trading.

Douglas Bartolf is a financial advisor at Atticus Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atticus Wealth Management since 2018, following prior roles at Bartolf Wealth Advisors, Inc. and Banc One Securities Corporation. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 in investable assets. The firm employs a range of investment strategies and emphasizes ongoing portfolio management, broad financial planning, and pension consulting.

Robert Kokol is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Atticus Wealth Management since 2020 and previously held roles at SCF Investment Advisors, Global Financial Private Capital, and Divorce Financial Planning. He is also the owner of Global Planning Solutions & Advisory LLC, where he serves as an insurance agent for non-variable life insurance products and related coverage. Atticus Wealth Management is a team-based registered investment advisor that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Micah Droescher is a Series 65-licensed advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He has been with Atticus Wealth Management since 2025 and has prior experience with The Jonus Group, Harvest Insurance, and other firms. Outside of his advisory role, he is a part owner of Droescher Therapy LLC, where he assists with accounting and business coaching. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.