Atlanta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$49,095,836,103
ClientsTotal clients
23,288
AdvisorsAdvisors at this office
15
Of 400 advisors across 56 offices
Location
400 Northridge Road, Suite 350
Atlanta GA 30350
Advisors at this office
15
Advisors at this office
Joshua P
CFP®
Atlanta, GA
Savant Wealth Management
Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.
Michael B
CFP®, Series 65
Atlanta, GA
Savant Wealth Management
Michael Bork is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Capital Directions, LLC and Plante Moran Financial Advisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, and various organizations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.
Elizabeth T
Series 65, Series 63
Atlanta, GA
Savant Wealth Management
Elizabeth Thompson is a financial advisor at Savant Wealth Management with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA, and Truliant Federal Credit Union. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.
John W
Series 65
Atlanta, GA
Savant Wealth Management
John Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Directions, Wealthguard Advisory Group, and his own practice, John L. Williams III, P.C. Since 1998, he has also engaged in independent insurance sales. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Richard O
CFP®
Atlanta, GA
Savant Wealth Management
Richard O'Donnell Jr. is a CFP® professional with 13 years of experience in financial advising. He has been with Savant Wealth Management since 2023, following nine years at Capital Directions, LLC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.
Terrence H
CFP®, Series 65
Atlanta, GA
Savant Wealth Management
Terrence Hartigan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Capital Directions, LLC for ten years and Warren Averett CPAs and Advisors for four years. He is a member of the board of directors for the Clarence E. Harris Foundation, a private philanthropic organization in Atlanta, GA. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a broad range of affiliated professional services.
Michael W
Series 65
Atlanta, GA
Savant Wealth Management
Michael Washburne is a financial advisor at Savant Wealth Management in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Savant in 2025, he worked for four years at the University of Georgia and six years at Fellowship Christian School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a wide range of in-house capabilities and centralized resources.
Evan K
CFP®, Series 65
Atlanta, GA
Savant Wealth Management
Evan Kuykendall is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Savant Wealth Management and has prior experience at Capital Directions LLC and RSCHWARTZ INC. He also has a background working in academic roles at the University of Georgia and University of North Georgia. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by its scale and integrated accounting, legal, and trust affiliate services.
John M
CFP®, CFA®, Series 63, Series 66
Atlanta, GA
Savant Wealth Management
John Mcmillen is a CFP® and CFA® credentialed financial advisor with 22 years of industry experience. He has worked at Savant Wealth Management since 2023, following an 18-year tenure at Capital Directions, LLC. Mcmillen is based in Atlanta, GA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach featuring evidence-based asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.
Evan G
CFP®, Series 65
Atlanta, GA
Savant Wealth Management
Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Miriam F
CFP®, Series 66
Atlanta, GA
Savant Wealth Management
Miriam Falaki is a CFP® and holds a Series 66 license with 13 years of industry experience. She currently works at Savant Wealth Management and has previously held roles at Capital Directions LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Dennis C
CFP®, Series 63, Series 65
Atlanta, GA
Savant Wealth Management
Dennis Covington is a CFP® with 23 years of industry experience. He joined Savant Wealth Management in 2023 after spending over two decades at Capital Directions. He holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers comprehensive wealth management, financial planning, and family office services.
Tyler P
Series 65
Atlanta, GA
Savant Wealth Management
Tyler Pass is a financial advisor with Savant Wealth Management in Atlanta, GA, holding a Series 65 credential and two years of industry experience. Prior to joining Savant in 2023, he worked at Capital Directions and has experience in various roles including positions at Amicus Funding and Engle Martin & Associates. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated service offerings including accounting, legal, and trust services.
Patrick C
Series 63, Series 66, Series 65
Atlanta, GA
Savant Wealth Management
Patrick Curran is a financial advisor at Savant Wealth Management in Atlanta, GA, with nine years of industry experience. He has previously worked at Capital Directions, Unified Trust / American Trust, Northwestern Mutual Wealth Management Company, and Roger Vandermus. Outside of his advisory role, he owns and manages a rental property through an LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by centralized resources and affiliated accounting, legal, and trust services.
Deann S
CFP®, Series 65
Atlanta, GA
Savant Wealth Management
Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
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