A complete list of active advisors currently associated with Southern Wealth Builders

Warmer can help you find a great advisor at Southern Wealth Builders or one who fits your needs even better.

Southern Wealth Builders provides investment management, project-based and ongoing financial planning, and retirement plan consulting and management to individual clients and employer plan sponsors. The fee-only firm manages discretionary accounts and reported $1,267,510 in discretionary assets under management as of December 31, 2024 while serving a small client base. The firm’s investment process is grounded in asset-allocation principles and Modern Portfolio Theory, generally using mutual funds and ETFs and incorporating third‑party model portfolios or outside managers when appropriate. Accounts are typically managed on a discretionary basis with periodic (quarterly) reviews and the ability for clients to impose written investment restrictions. Distinctive aspects include a formal offering of educational seminars and speaking engagements for organizations and the public—delivered virtually or in person, strictly educational in nature, and offered for fees ranging from $0 to $1,500. The firm also emphasizes retirement-plan work that can include fiduciary investment‑manager arrangements under ERISA and offers tailored planning services covering business planning, cash flow, college savings, tax, and estate considerations.

To learn more about the advisors currently working at Southern Wealth Builders, 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.