Atlanta Wealth Management
Atlanta, Georgia
3424 Peachtree Road, Suite 2200
Atlanta, GA 30326
Phone: 470.480.3101
Fax: 470.689.0013
Our wealth management team in Atlanta can build and execute a personalized financial plan designed for your big picture. This approach is ideal for developing creative strategies around complex finances and taxes.
Our team lives by a fiduciary responsibility to put your interests’ first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations such as Foundation for Hospital Art.
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Meet your Atlanta wealth management team
As the Lead Advisor in our Atlanta Office, I enable clients to make informed, goal aligned...
View ProfileAndrew Foray, CFP®
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
I help connect prospective clients to our team of trusted advisors. I love building relati...
View ProfileMichael Harper
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
I help business owners create meaningful retirement plans and financial education programs...
View ProfileVanessa McClure
I love the opportunity to debunk this myth and help clients
View ProfileZach Bergthold, CPA
Talk to an Atlanta financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
Dan S., Brighton Jones client