1200 Ashwood Parkway
ATL Global Advisors is an independently managed, personally connected financial firm dedicated to servicing the financial needs of hard-working employees in our Atlanta community and beyond.
Our firm saw a need in the community that wasn’t being met by the average wealth management firm. Too often, firms provide clients with cookie cutter strategies and model portfolios. We focus on offering personalized service that will help match clients with the right financial products and services. Learn More
Once a client is partnered with an adviser, we follow a comprehensive four-step process:
We begin by listening to your goals and analyze your current plan, so we can develop the type of plan that will benefit your situation.
Following, we pinpoint the gaps between your current plan. Identifying these gaps gives us the ability to introduce solutions and alternative strategies personalized to you.
After careful review of the recommendations, we will decide how and at what pace do we begin to establish the new blue print of your financial plan.
A Plan created today is only as good as the information we have today. We will schedule routine review meetings making sure we are proactive in our client's life.
Director of Financial Planning
Estate and Tax Planning Team
Project & Marketing Consultant