In collaboration with ATL Global Advisors, we are expanding our services to the 30A community in Santa Rosa Beach, Florida.
Leading at 30A Wealth Management, Kevin Myers will be servicing the financial needs of hardworking clients from the Florida office.
30A Wealth Management is a strategic partner with ATL Global Advisors. We share the same vision and commitment to providing excellent service, objective guidance, and personalized financial planning.
Our Florida office will give clients services with a personal approach, to include: Solo 401k Plans, Financial Planning, Investment Management, Budgeting, and Generational Planning
If at any time you have questions or would like to know more about our process, client relationships, and how we work, we’re happy to sit down and chat. Contact or email me at firstname.lastname@example.org or call (678) 401-6102.
Allow agents the opportunity to explore their retirement plans using Solo 401k plans and other planning tools to achieve financial independence.
Allow individuals to explore many options such as having a 401k Plan, opening a Roth or Individual IRA as a retirement plan.
Santa Rosa Beach Office
363 Village Blvd
Santa Rosa Beach, FL 32459
Phone: (678) 401-6102
Mobile: (404) 788-3539
Fax: (678) 398-9063
Mon-Fri: 9:00 AM - 5:00 PM
Director of Financial Planning
Estate and Tax Planning Team