A complete list of active advisors currently associated with Inman Park Wealth Management

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

Inman Park Wealth Management is a fee-only registered investment adviser that serves individual and high-net-worth clients with both ongoing wealth management and financial planning services. The firm offers discretionary portfolio management alongside limited-scope, project-based financial planning engagements and currently reports no assets, clients, or active registered advisors. The firm’s investment process is grounded in Modern Portfolio Theory and asset allocation, with a focus on passive vehicles such as index mutual funds and ETFs as well as individual stocks, bonds, municipal securities and cash equivalents. Portfolios are constructed to reflect each client’s goals and risk tolerance, allow for client-imposed restrictions, and are subject to periodic reviews. Notable for a firm in its category, it provides standalone financial planning on a fixed-fee basis and also offers portfolio management for individual clients—both services that are statistically uncommon among firms without active registered advisors. The firm is fee-only (no commission-based compensation), requires clients to use a recommended custodian for account custody, and does not act as a private fund adviser.

To learn more about the advisors currently working at Inman Park Wealth Management, 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.

Name	Location	Years of experience
Pierre Soree	Atlanta, GA	6

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