Atlanta, GA Office

Updated today

Investher Fiduciary Solutions, LLC

Supported

Firm-wide stats for Investher Fiduciary Solutions, LLC

Total advisors

Across 2 offices

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

InvestHER Fiduciary Solutions primarily serves employer‑sponsored retirement plans and other pooled or institutional assets, while also offering financial planning and implementation services for business owners, retirees, and plan participants. The firm provides fiduciary advisor services for ERISA plans, participant education and enrollment support, and access to portfolio management through a strategic partnership with StreamSong Advisors.

The firm works by providing fiduciary oversight, investment selection and monitoring, and periodic plan reviews, supported by third‑party research and asset allocation tools. For managed portfolios it relies on StreamSong for discretionary trading and proxy voting, and it supplements plan services with participant workshops and individualized financial planning advice.

Compared with many investment managers, InvestHER combines consulting and retirement fiduciary services with an in‑house licensed insurance agency that places insurance‑based products for commissions and implements client solutions. It also offers a range of billing arrangements beyond typical percentage‑of‑AUM fees — including hourly, flat, and retainer options — and emphasizes participant education and guaranteed investment products for certain services.

Based on Investher Fiduciary Solutions, LLC

Expertise

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance

Based on Investher Fiduciary Solutions, LLC

Occupation focus

Founder/Business Owner Retired

Based on Investher Fiduciary Solutions, LLC

Demographic focus

Women Business Owners

Based on Investher Fiduciary Solutions, LLC

Location

Atlanta GA

Advisors at this office

Melissa G

Series 63, Series 65

Atlanta, GA

Investher Fiduciary Solutions, LLC

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Retired Women Business Owners

View complete list of advisors at this office

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