Marietta, GA Shallowford Rd Office

Team
Updated today

Client AUM

$7,692,616,588

Clients

10,696

Advisors

4

Of 169 advisors across 86 offices

Location

3855 Shallowford Rd, Suite 125

Marietta GA 30062

Advisors at this office

4

Advisors at this office

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Tucker D

Series 65

Marietta, GA

Wealthcare Advisory Partners LLC

Tucker Davis is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has experience in both the financial services and mortgage industries, including prior roles at LPL Financial, Raymond James & Associates, and Movement Mortgage. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Chad W

Series 66

Marietta, GA

Wealthcare Advisory Partners LLC

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hugh S

Series 65, Series 63

Marietta, GA

Wealthcare Advisory Partners LLC

Hugh Singletary IV is an advisor with Wealthcare Advisory Partners LLC based in Marietta, GA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at LPL Financial, Trinity Wealth Securities, and Florida Financial Advisors. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary quantitative metrics and integrates passive and active investment strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven B

Series 65

Marietta, GA

Wealthcare Advisory Partners LLC

Steven Bell is a Series 65-licensed advisor with Wealthcare Advisory Partners LLC in Marietta, GA, where he has worked since 2020. He has three years of industry experience and previously operated a Fitness Together franchise for 13 years. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative investments through a goals-based planning approach supported by proprietary technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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