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 serves individual and high-net-worth clients and provides investment management, comprehensive financial planning (both project-based and ongoing), and retirement plan consulting and discretionary retirement plan management for employer-sponsored plans. The firm also offers educational seminars and speaking engagements for organizations and the public on financial topics. The firm is fee-only and charges a percentage-of-assets-under-management for discretionary investment management, implementing asset-allocation and Modern Portfolio Theory principles and, when appropriate, using third‑party model portfolios and outside managers. Client engagements are tailored through initial and ongoing discussions of goals, risk tolerance, family and tax considerations, with periodic reviews and written plans provided to planning clients. Distinctive aspects include the firm’s small scale—about $2.59 million in discretionary AUM across roughly 25 clients—and its principal’s professional credentials, including CFP certification and a sports & entertainment accredited wealth management designation, which may be relevant to clients in niche occupations. The brochure also discloses the firm’s uncommon practice of offering educational seminars and that the principal serves on an AI vendor advisory board (compensated with equity under 10% of annual income), a relationship the firm says it manages through vendor due diligence.

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.