A complete list of active advisors currently associated with Georgia Wealth Partners, LLC

Warmer can help you find a great advisor at Georgia Wealth Partners, LLC or one who fits your needs even better.

Georgia Wealth Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and state and municipal government entities. Its services include discretionary portfolio management with written Investment Policy Statements, the use of third‑party money managers and model portfolios (notably on the SEI Private Trust platform), and fee‑based financial planning engagements. The firm builds portfolios around documented client goals, risk tolerance and time horizon and generally pursues long‑term strategies while employing multiple analysis methods (fundamental, quantitative, technical, modern portfolio theory, cyclical and charting). GWP typically manages accounts on a discretionary basis, conducts at least annual reviews, provides semi‑annual check‑ins for planning clients, and may reallocate model portfolios in response to changes in client circumstances or market conditions. What is distinctive about the firm is that it explicitly lists state and municipal government entities among its client types and maintains an affiliated insurance business whose licensed agents may offer commissionable insurance and annuity products—an arrangement the brochure discloses as a potential conflict of interest. The firm manages approximately $157 million in client assets across about 514 clients from a single office and requires clients to use its recommended custodian/platform (SEI Private Trust) for custody and trade execution.

To learn more about the advisors currently working at Georgia Wealth Partners, 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.