Dawsonville, GA Office

Ball Wealth Management serves individual clients — including high-net-worth individuals — as well as corporations and other businesses. The firm offers discretionary portfolio management through an Advisor Services program with Savant Wealth Management, and also provides financial planning and tax preparation services.

Its investment approach emphasizes long-term, asset-allocation portfolios grounded in Modern Portfolio Theory and a belief in market efficiency; the adviser uses portfolio and allocation software and primarily employs passively managed mutual funds and ETFs. The firm works with clients to develop written investment policy statements, conducts periodic reviews, and delivers quarterly performance reports; new accounts generally carry a $150,000 minimum.

Noteworthy aspects include the firm’s affiliation with a CPA practice and the availability of tax-preparation services alongside investment management, enabling coordination of tax and investment matters. The adviser also leverages Savant’s platform for access to certain institutional-only funds and back-office services, maintains limited custody authority to deduct advisory fees, and operates as a small, three-advisor team managing roughly $86 million across about 78 client accounts.