A complete list of active advisors currently associated with Loftin Wealth Partners
Warmer can help you find a great advisor at Loftin Wealth Partners or one who fits your needs even better.
Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm offers portfolio management, asset allocation, estate-planning support and financial decision-making services through both discretionary and non-discretionary managed accounts, and as of January 2026 reported approximately $344.5 million in discretionary assets for about 387 clients. The firm tailors portfolios to each client’s objectives, time horizon and risk tolerance using a mix of asset-allocation, dollar-cost averaging, technical analysis and both long- and short-term trading approaches. LWP discloses that it may employ hedging strategies and use leverage, options or margin when appropriate and advises clients to consult tax professionals because of the potential tax implications and risks. Distinctive features in the brochure include LWP’s participation in LPL Financial’s institutional program, receipt of practice-management and technology benefits from LPL, and a forgivable transition loan tied to maintaining custody at LPL — a disclosed conflict that could influence custodian recommendations. The firm also notes it may recommend wrap-fee programs and provides one-time or project-based financial planning engagements, while its asset base and client count suggest a materially discretionary book with above-average account sizes relative to many team firms.
To learn more about the advisors currently working at Loftin Wealth Partners, 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 |
|---|---|---|
Johns Creek, GA
| 6
| |
Johns Creek, GA
| 26
| |
Johns Creek, GA
| 4
| |
Johns Creek, GA
| 43
| |
Johns Creek, GA
| 4
| |
Johns Creek, GA
| 1
|
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