Whether you’ve long been a client with one of our advisors or you’re just learning about us, we would all like to say welcome to our new joint venture, ATL Global Advisors!
ATL Global Advisors is an independently managed financial services firm led by Gary Lutrick, Kevin Myers, and Tom Stark. We combined our practices to create ATL Global Advisors so we could better serve all of our clients and expand our offering. Prior to forming ATL Global Advisors, each of us was running our own private firm. When we realized there was a need in our Atlanta community that wasn’t being met, we decided to provide a solution with ATL Global Advisors.
What is ATL Global Advisors?
ATL Global Advisors is an independently managed financial services firm specializing in serving transportation and logistics employees in the greater Atlanta area. Our clients from our past practices also include business owners, CPAs, engineers, expats, and high net worth families. Each of our clients has unique interests and needs, from implementing a 401(k) plan for their employees to understanding cross-border taxation and money management.
ATL Global Advisors was designed to address the unique retirement planning needs of transportation and logistics employees. With in-depth experience with and understanding of UPS’ 401(k) plan, we strive to help employees better understand their investment options and how to plan for a successful retirement.
ATL Global Advisors is led by Gary Lutrick, Kevin Myers, and Tom Stark. Gary Lutrick has nearly 30 years of industry experience and holds a MBA in finance and the Registered Financial Consultant (RFC) certification. The founder of Signal Business Group, he focuses on helping his clients plan for retirement, manage risk, and define financial objectives that integrate their family values.
Kevin Myers has more than two decades of industry experience. He specializes in providing private wealth management services to business owners and their families, with the goal of helping them realize their financial dreams.
Tom Stark has more than two decades of experience in financial planning. The founder of Brown Group Planning, he works with a number of affluent individuals who seek to make prudent choices with their money. His mission is to reduce the “worry factor” in their lives and guide them toward a fruitful retirement.
The team shares a diverse wealth of knowledge and experience. By combining our practices, we can work together to ensure our efforts and energy are lasered in on our clients and their needs.
What’s in Store for the Future
While we changing directions and merging practices, we aren’t dissolving our practices entirely or abandoning any of our clients. We are committed to remaining transparent with our business and focus. If you are new and are interested in learning more about what we can offer you, please get in touch with us. And if you’re a current client and have questions on the future, don’t hesitate to reach out to your advisor.
We are excited for this next phase in our career and we’re happy to experience it with so many amazing clients.