Atlanta, GA Office

Team
Updated today

Client AUM

$14,187,210,557

Clients

14,593

Advisors

2

Of 316 advisors across 208 offices

Location

Atlanta GA

Advisors at this office

2

Advisors at this office

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Eric M

CFP®, Series 63, Series 65, Series 66

Atlanta, GA

Farther

Eric Michalski is a Certified Financial Planner® with 21 years of industry experience. He is currently an advisor at Farther and has held prior roles at Carson Wealth and Woodbury Financial. Michalski is also the owner of Michalski, LLC, a holding entity for partnership shares in Carson Group Holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Mitzie W

CFP®, Series 63, Series 65, Series 66

Atlanta, GA

Farther

Mitzie Wilson is a financial advisor at Farther with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Merrill Lynch and Wells Fargo Advisors. Outside of her advisory role, she is an author involved in speaking engagements and book signings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm implements a Modern Portfolio Theory-based approach using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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