Marietta, GA Shallowford Rd Office
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Wealthcare Advisory Partners LLC
Multi-team
Firm-wide stats for Wealthcare Advisory Partners LLC
About
Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a mix of individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. Services include discretionary and non‑discretionary portfolio management, standalone financial planning, and retirement plan advisory work that can include ERISA 3(21) and 3(38) investment oversight and vendor analysis.
The firm’s investment work is framed around a goals‑based financial advising discipline that incorporates patented Wealthcare software and a behavioral economics framework to align client preferences with plausible long‑term strategies. Its evidence‑based process uses proprietary quantitative metrics (for example, a Wealthcare Skill Index and the Growth Conditions Index) alongside fundamental, technical and behavioral analysis, and it implements both passive index‑tracking and active manager allocations as well as dynamic rebalancing when appropriate.
Wealthcare is an enterprise‑scale advisor with several institutional and corporate affiliations (including common ownership with Wealthcare Capital Management and ties to Sammons Financial Group) and participates in multiple custodial and platform relationships (e.g., LPL, Schwab, Pershing, Fidelity, AssetMark and others). Distinctive operational features in the brochure include its use of third‑party alternative‑investment platforms and private fund constructs (including access to DSTs and multi‑manager private strategies), a wrap‑fee program and the fact that some advisory personnel also operate in broker‑dealer and insurance capacities — arrangements the firm discloses and addresses through oversight and written policies.
Based on Wealthcare Advisory Partners LLC
Expertise
Based on Wealthcare Advisory Partners LLC
Location
3855 Shallowford Rd, Suite 125
Marietta GA 30062
Advisors at this office
4
Advisors at this office
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.
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.
Hugh S
Series 65, Series 63
Marietta, GA
Wealthcare Advisory Partners LLC
Hugh Singletary IV is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at LPL Financial, Trinity Wealth Securities, and Georgia Financial Advisors. Before entering the financial advisory field, he worked in education at Georgia Southern University and Riverwood High School. 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 advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies tailored to client preferences.
Steven B
Series 65
Marietta, GA
Wealthcare Advisory Partners LLC
Steven Bell is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has six years of experience at Wealthcare, following 13 years with Fitness Together Franchise, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment decisions.
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