A complete list of active advisors currently associated with Cahaba Wealth Management, Inc.

Warmer can help you find a great advisor at Cahaba Wealth Management, Inc. or one who fits your needs even better.

Cahaba Wealth Management serves individuals, high‑net‑worth clients, trusts and estates by providing investment management and comprehensive financial planning, including written plans and ongoing portfolio oversight. The firm manages about $2.06 billion on a discretionary basis for roughly 888 clients through a multi‑advisor team and offers continuous monitoring and reporting of managed accounts. The firm builds individualized Investment Plans and Financial Profiles using long‑term cash‑flow projections, a risk‑tolerance questionnaire, and ongoing client discussions, then implements those plans on a discretionary basis with regular rebalancing. Cahaba also integrates workplace and other external accounts (e.g., 401(k)s, 403(b)s, 529s, HSAs) via a third‑party platform where it can review, rebalance and, where authorized, direct trades. Noteworthy features in the brochure include the firm’s willingness to incorporate alternative strategies—such as business development companies, private equity/debt exposures, and REITs—alongside the use of options and margin when suitable for a client, and a disclosed use of AI tools for operational and client‑service tasks (explicitly not for investment selection). The firm also discloses an ownership interest in a non‑investment business that may refer clients to Cahaba and describes how those referral relationships and other custodial and platform arrangements are managed to address conflicts.

To learn more about the advisors currently working at Cahaba 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.