Atlanta is home to a thriving financial services sector, with numerous wealth management firms offering tailored solutions for high-net-worth individuals, families, and business owners. Whether you’re seeking comprehensive financial planning, investment management, or specialized strategies for retirement and estate preservation, these Atlanta-based firms combine expertise, personalized service, and fiduciary integrity. Below, we highlight ten standout wealth managers worth considering for their unique approaches, client-focused philosophies, and proven track records.
Wealth Managers in Atlanta to Consider:
- Buckhead Wealth Management
- Smith Howard Wealth Management
- FWI Wealth Management
- Bill Spalding Wealth Management
- BPC Wealth Management
- Signature Wealth Management Group
- DSF Wealth Management LLC
- Paces Ferry Wealth Advisors
- The Renn Wealth Management Group Inc.
- Linea Private Wealth Management
1. Buckhead Wealth Management
Buckhead Wealth Management is an independent investment services firm based in Atlanta, Georgia, specializing in personalized financial planning for individuals, families, and businesses across the U.S. With over 15 years of experience, their services include investment analysis, retirement and education planning, estate and tax strategies, and asset protection. Led by CEO Taylor Winn and Operations Manager Brittany Maragh, the firm emphasizes adaptable, data-driven strategies tailored to clients’ evolving financial goals. They also provide educational resources like market commentary and tax guides, reflecting a commitment to financial literacy and community involvement.
🔹 Services: Wealth Preservation Strategies, Multi-Generational Planning, Business Succession Planning
📍 Address: 1708 Peachtree St NW Suite 210, Atlanta, GA 30309
📞 Phone: 404-816-7714
🔗 Website: Buckhead Wealth Management
📧 Contact: [email protected]
2. Smith Howard Wealth Management
Smith + Howard Wealth Management is a boutique, SEC-registered investment advisory firm that offers personalized financial services, including investment management, financial and estate planning, and tax strategies. They emphasize building deep client relationships through tailored advice and responsive service, supported by a team of certified professionals. Their investment approach focuses on diversification, tax efficiency, and long-term value, guided by an in-house Investment Policy Committee.
🔹 Services: High-Net-Worth Portfolio Management, Philanthropic Planning, Tax-Optimized Investing
📍 Address: 271 17th St NW Suite 2100, Atlanta, GA 30363
📞 Phone: 404-874-6244
🔗 Website: Smith Howard Wealth Management
📧 Contact: [email protected]
3. FWI Wealth Management
FWI Wealth Management is a veteran-owned, fee-only financial advisory firm based in Atlanta, Georgia, led by David Clarken, a former Marine and holder of CFA and CFP credentials. The firm offers comprehensive financial planning and investment management services, emphasizing a values-driven approach that aligns clients’ financial decisions with their personal goals and aspirations.
🔹 Services: Values-Based Wealth Planning, Transition Planning for Veterans, Sustainable Investing
📍 Address: 741 Monroe Dr NE, Atlanta, GA 30308
📞 Phone: 404-788-1582
🔗 Website: FWI Wealth Management
📧 Contact: [email protected]
4. Bill Spalding Wealth Management
As of April 11, 2025, Bill Spalding Wealth Management has merged with Merit Financial Advisors, integrating its $119 million in assets into Merit’s broader platform. Founded on principles of ethical, unbiased investment guidance and personalized service, Bill Spalding’s firm will maintain its local team and client-first philosophy while gaining access to Merit’s expanded resources.
🔹 Services: Holistic Financial Roadmaps, Post-Merger Wealth Integration, Retirement Income Strategies
📍 Address: 3060 Peachtree Rd, Atlanta, GA 30305
📞 Phone: 404-255-3331
🔗 Website: Spalding Wealth Management
📧 Contact: [email protected]
5. BPC Wealth Management
BPC Wealth Management, based in Atlanta, Georgia, is a financial advisory practice affiliated with Wells Fargo Advisors Financial Network. The firm emphasizes building lasting and meaningful relationships with clients by offering personalized financial strategies tailored to individual goals.
🔹 Services: Customized IRA Strategies, 401(k) Rollover Solutions, Intergenerational Wealth Transfer
📍 Address: 3424 Peachtree Rd NE UNIT 1170, Atlanta, GA 30326
📞 Phone: 404-900-9470
🔗 Website: BPC Wealth Management
📧 Contact: [email protected]
6. Signature Wealth Management Group
Signature Wealth Management Group, headquartered in Atlanta, Georgia, is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. With over 25 years of experience, the firm offers personalized financial planning and investment management services, initially focusing on retirement planning for utility industry professionals and expanding to serve veterans, pilots, healthcare professionals, and business owners.
🔹 Services: Sector-Specialized Wealth Strategies, Executive Compensation Planning, Legacy Planning
📍 Address: 3625 Cumberland Blvd SE Suite 1485, Atlanta, GA 30339
📞 Phone: 678-932-2500
🔗 Website: Signature Wealth Management Group
📧 Contact: [email protected]
7. DSF Wealth Management LLC
DSF Wealth Management, headquartered in Atlanta, Georgia, offers personalized financial planning and investment management services tailored to clients at various life stages. Their approach emphasizes understanding each client’s unique goals and values, providing guidance through services such as retirement planning, tax strategies, estate planning, and private client services.
🔹 Services: Life-Stage Financial Coaching, Tax-Efficient Withdrawal Strategies, Private Client Family Office Services
📍 Address: 3384 Peachtree St NE #260, Atlanta, GA 30326
📞 Phone: 404-254-4541
🔗 Website: DSF Wealth Management
📧 Contact: [email protected]
8. Paces Ferry Wealth Advisors
Paces Ferry Wealth Advisors, based in Atlanta, Georgia, is a fee-only Registered Investment Advisor dedicated to providing personalized financial planning and investment management services. With a fiduciary commitment to transparency and client-centric service, the firm offers a comprehensive suite of services, including retirement planning, education funding, insurance strategies, and legacy planning.
🔹 Services: Small Business Retirement Plan Consulting, Education Fund Optimization, Fiduciary Wealth Oversight
📍 Address: 2849 Paces Ferry Rd SE #660, Atlanta, GA 30339
📞 Phone: 404-480-5200
🔗 Website: Paces Ferry Wealth Advisors
📧 Contact: [email protected]
9. The Renn Wealth Management Group INC.
The Renn Wealth Management Group, based in Atlanta, Georgia, is an independent Registered Investment Advisor offering comprehensive financial planning and investment management services. Founded by Patrick G. Renn, a Certified Financial Planner™ with over 35 years of experience, the firm specializes in serving a select clientele, including multigenerational families, business owners, corporate executives, and charitable organizations.
🔹 Services: Ultra-High-Net-Worth Family Office Services, Charitable Trust Structuring, Executive Stock Option Planning
📍 Address: 3205 Paces Ferry Pl NW, Atlanta, GA 30305
📞 Phone: 404-467-9882
🔗 Website: Renn Wealth Management
📧 Contact: [email protected]
10. Linea Private Wealth Management
Linea Private Wealth Management, founded in 2014 and based in Atlanta, Georgia, specializes in comprehensive wealth management for affluent individuals and families. With over a century of collective experience, the firm employs its proprietary Linea Roadmap® to deliver personalized strategies that simplify financial complexities, protect assets, and promote multi-generational family harmony.
🔹 Services: Family Governance Advisory, Concentrated Stock Position Management, Lifestyle-Driven Wealth Planning
📍 Address: 300 Galleria Pkwy SE Suite 630, Atlanta, GA 30327
📞 Phone: 770-731-8500
🔗 Website: Linea Private Wealth
📧 Contact: [email protected]
Choosing the right wealth manager depends on your financial goals, risk tolerance, and the level of personalized service you require. The firms listed above represent Atlanta’s diverse advisory landscape, from boutique practices to those integrated with larger platforms. Each emphasizes transparency, long-term relationships, and strategies aligned with clients’ evolving needs. For further insights, visit their websites or schedule consultations to determine the best fit for your financial journey.
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