Atlanta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
D.L. Fields Advisory Group, LLC
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About
The firm provides financial planning and portfolio management to individuals (including high‑net‑worth and non‑HNW clients), as well as trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses. Services include discretionary and non‑discretionary investment management along with written financial planning covering cash flow, tax and estate considerations, insurance review, retirement and education funding.
DLF delivers personalized advice on an asset‑management and hourly planning basis, tailoring investment strategies to each client’s goals and risk tolerance and using fundamental and technical analysis with third‑party research (e.g., Morningstar and Value Line). Portfolios may include stocks, bonds, mutual funds, ETFs, UITs and insurance‑linked products, and accounts are reviewed at least quarterly with more frequent reviews as needed.
A distinctive feature is that firm leadership also operates as a registered representative of a broker‑dealer and as an insurance agent, and the firm sells annuities and other commissionable insurance products; the brochure discloses these affiliations and how potential conflicts of interest are managed and disclosed to clients. The firm also operates without a formal account minimum, documents client objectives through investment policy statements, and notes that clients may obtain recommended products from other providers if they prefer.
Based on D.L. Fields Advisory Group, LLC
Expertise
Based on D.L. Fields Advisory Group, LLC
Location
501 Pulliam St, Suite 150
Atlanta GA 30341
Advisors at this office
2
Advisors at this office
Larry B
Series 63, Series 65, Series 66
Atlanta, GA
D.L. Fields Advisory Group, LLC
Larry Boggs is a financial advisor with D.L. Fields Advisory Group, LLC, holding Series 63, 65, and 66 designations and over 37 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, and First Allied Advisory Services, Inc. He is president of Boggs & Associates, LLC, a financial planning business, and also provides notary public services. D.L. Fields Advisory Group offers financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm delivers personalized advice through asset management and hourly planning, using fundamental and technical analysis supplemented by third-party research, with a flexible investment approach tailored to clients’ goals and risk tolerance.
Kevin M
CFP®, Series 63, Series 65
Atlanta, GA
D.L. Fields Advisory Group, LLC
Kevin Mahony is a CFP® professional at D.L. Fields Advisory Group, LLC with 28 years of industry experience. His career includes roles at Alliance America Corporation, United Advisors America Corporation, Life of Southwest, Resource Horizons Investment Advisory, Inc., Midsouth Capital, Inc., and 1717 Capital Management Company. He holds Series 63 and Series 65 licenses. D.L. Fields Advisory Group, LLC provides financial planning and portfolio management to individuals—including high-net-worth and non-HNW clients—trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary investment management, combining fundamental and technical analysis with third-party research, and tailors strategies to client goals and risk tolerance.
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