A complete list of active advisors currently associated with Blake Financial Counsel, LLC
Warmer can help you find a great advisor at Blake Financial Counsel, LLC or one who fits your needs even better.
Blake Financial Counsel serves high-net-worth individuals, with a stated client focus that includes Fortune 500 executives, executive retirees, divorcees, widows, and women. The firm offers comprehensive wealth management and financial planning, discretionary portfolio management, and dedicated divorce planning and consultation services, including mediation and expert-witness support. The firm’s investment approach uses fundamental analysis to build personalized asset allocations and typically favors passive, low‑cost mutual funds and exchange-traded funds for long‑term growth, while accommodating specific holdings such as low‑basis stock, equity incentive awards, legacy positions, and inheritances. It provides ongoing monitoring and annual formal reviews and executes client custody and trading through an institutional custodian relationship. Noteworthy aspects relative to peers include a formal divorce-planning specialty (supported by a Certified Divorce Financial Analyst credential) with written planning reports delivered within a two‑month engagement window and ancillary litigation support services. The two‑advisor firm manages roughly $49 million on a discretionary basis for a small roster of clients, a concentration that reflects a model focused on high‑net‑worth households rather than non‑HNW individual clients.
To learn more about the advisors currently working at Blake Financial Counsel, LLC, 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
| 8
| |
Atlanta, GA
| 21
|
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