Sandy Springs, GA Office
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Hayes Wealth Advisors, LLC
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About
Hayes Wealth Advisors serves individual clients — including many high-net-worth households — as well as retirement plans and small businesses. The firm provides comprehensive financial planning, ongoing discretionary portfolio management, and consulting services, and it offers retirement-plan advisory work and participant education in addition to individual client services.
The firm builds a written Financial Profile and Investment Plan for each client and generally implements portfolios using mutual funds and ETFs with a predominantly passive, long-term allocation approach and tactical adjustments as needed. Portfolios are managed on a discretionary basis and custodial and execution services are routed through a large institutional custodian that supports the firm’s trading, reporting, and operational needs.
Notable operational and service distinctions include a niche focus on practice-level consulting and business valuation work for optometric practices (supported by a valuation credential held by the firm’s principal), plus retirement-plan services that include non-discretionary ERISA 3(21) advice and participant-level advisory offerings. The firm is a small supported team (three advisors) overseeing roughly $133 million for about 120 clients, and it follows specific operational policies such as generally not voting client proxies and limiting holdings of 12b-1 share classes.
Based on Hayes Wealth Advisors, LLC
Expertise
Based on Hayes Wealth Advisors, LLC
Location
Sandy Springs GA
Advisors at this office
2
Advisors at this office
Laura R
Series 65
Sandy Springs, GA
Hayes Wealth Advisors, LLC
Laura Rosenberg is a Series 65-licensed advisor at Hayes Wealth Advisors, LLC with three years of industry experience. She has been with Hayes Wealth Advisors since 2023. Outside of wealth management, Rosenberg works as an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, retirement plans, and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a predominantly passive, long-term investment approach.
Natalie S
CFP®, Series 66
Sandy Springs, GA
Hayes Wealth Advisors, LLC
Natalie Schmook is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Hayes Wealth Advisors, LLC since 2019 and previously worked at Camille Holdings DBA Lucille Roberts. Outside of her advisory role, she is a group fitness and cycle instructor at local community centers. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm emphasizes a long-term, primarily passive investment approach and maintains a niche in advising optometric practices, including business valuation and practice appraisal services.
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