A complete list of active advisors currently associated with Southern Georgia Wealth Advisors
Warmer can help you find a great advisor at Southern Georgia Wealth Advisors or one who fits your needs even better.
Southern Georgia Wealth Advisors offers discretionary and non‑discretionary portfolio management and written financial planning to individuals and high‑net‑worth clients. Services described in the brochure include tailored investment management using firm model portfolios, one‑time or ongoing financial plans, and IRA rollover guidance. The firm describes an investment approach that blends fundamental and cyclical analysis with modern portfolio theory and uses both long‑ and short‑term strategies. It also implements option writing and leveraged ETF exposure and discloses that derivatives may be used within separately managed accounts to pursue its objectives. The adviser is newly registered and reports no assets under management, and it does not act as a private fund adviser — a combination that is less common among firms in its category. The brochure also highlights the integration of financial planning with portfolio management and a principal background in scientific research, features that distinguish its profile from many peers.
To learn more about the advisors currently working at Southern Georgia Wealth Advisors, 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 |
|---|---|---|
Vidalia, GA
| 3
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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