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Showing 1 - 10 of 10 results
MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA WEALTH MANAGEMENT, LLC
Marietta, Georgia
1-24 employees
Marietta Wealth is an independent, fee-only financial advisory firm. Scott Keller, Charlie Holloway, Wes Hackney and Ben Crowe founded the firm in 2015 to provide comprehensive investment advisory and retirement planning services to individuals, businesses and institutions. The firm has a fiduciary obligation to its clients, and delivers a high level of customized service that prioritizes the client’s needs and goals.
Retirement Benefits Rank
Market Leading
EDGE CAPITAL GROUP, LLC
EDGE CAPITAL GROUP, LLC
Atlanta, Georgia
25-49 employees
Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions. Our culture of teamwork and innovation continues to drive our evolution today. We have over 40 talented professionals serving a select number of clients from six physical locations. At Edge, we understand that significant wealth presents complex situations that modeling and off-the-shelf solutions ignore. We provide objective, comprehensive unbundled advice guided only by our clients’ best interests focusing on the combination of Investment Management, Advanced Wealth Strategy, Family Office Services, and Advisor Coordination to fully and completely take care of our clients.
Retirement Benefits Rank
Market Leading
VION OPERATIONS LLC
VION OPERATIONS LLC
Atlanta, Georgia
1-24 employees
VION Investments, headquartered in Atlanta, Georgia, is an international provider of receivable investment services to businesses managing consumer and commercial receivables. With expertise in receivables purchasing, funding, and valuation advisory services, we are the specialty finance company the world turns to for innovative and agile alternative funding. Our clients benefit from unique deal structures and a partner with a vested interest in helping them succeed long term. We see opportunities where others don’t and can handle sophisticated situations quickly, with strict adherence to compliance guidelines. For more information about VION, please visit www.vioninv.com or contact VION Business Development at 877-845-5242. Principals Stacey J. Schacter, CEO VION Investments 400 Interstate North Parkway Suite 800 Atlanta, GA 30339 678.823.6181 [email protected] David Reak, COO VION Investments 400 Interstate North Parkway Suite 800 Atlanta, GA 30339 678.823.6190 [email protected]
Retirement Benefits Rank
Market Leading
JOHN D. FULLER & CO. INC. (FULLER & COMPANY)
JOHN D. FULLER & CO. INC. (FULLER & COMPANY)
Atlanta, Georgia
25-49 employees
No matter how you earn your money, managing your personal wealth is a job unto itself. At least, that’s the way we look at it. Transactions do not exist in a vacuum. Each financial decision you make impacts other aspects of your financial life. Investing in stocks, bonds, commodities, or real estate, while also saving for retirement or college affects your tax obligations, insurance needs, risk exposure, and estate planning. Understanding these interdependent relationships is the first step toward comprehensive financial planning. To build real wealth, you need to maximize what comes in and minimize what goes out. At Fuller & Company, we take a 360º approach to your financial well-being. By combining the experience of Certified Financial Planning with professional tax planning and preparation, we can advise and execute a total growth strategy for your personal wealth. It’s the kind of financial stewardship utilized in business. Maybe it’s the kind you should expect for the business of life. Are you ready for a personal CFO?
Retirement Benefits Rank
Market Competitive
OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES
OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES
Atlanta, Georgia
1-24 employees
What's The Scoop About oXYGen Financial? You are the CEO of your family finances....You may be getting more information from the internet, but are you really more educated about how to make better decisions with your family finances. Today, with the amount of information that is thrown at you on a daily basis from friends, media, and the internet, you should do what any smart CEO would do with their company: Hire a top notch CFO to help you manage the business of your family finances. oXYGen Financial launched the role of a Private CFO®to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of your company as the CEO themselves. http://www.oXYGenFinancial.com Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.org
Retirement Benefits Rank
Market Laggard
SMARTPATH, INC.
SMARTPATH, INC.
Atlanta, Georgia
25-49 employees
SmartPath is the leading provider of comprehensive financial education solutions in the country. Its robust offering includes daily educational classes, one-on-one coaching, and digital tools that empower individuals on the journey to financial freedom. Founded in 2010 and serving over 600,000 users, SmartPath delivers its financial solutions in partnership with financial institutions, fintech companies, and employers nationwide. For more information, visit www.joinsmartpath.com. #financialeducation
Retirement Benefits Rank
Below Market
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WISER WEALTH MANAGEMENT
WISER WEALTH MANAGEMENT
Marietta, Georgia
1-24 employees
Wiser Wealth Management, a rapidly growing fiduciary and fee-only financial services firm in downtown Marietta. We offer comprehensive financial planning and wealth management services to help our clients on their journey to financial freedom. Disclaimer: This page is a publication of Wiser Wealth Management, Inc “Wiser Wealth.” The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Wiser Wealth Management, Inc does not offer legal, accounting or tax advice. Advice provided by Wiser is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Wiser Wealth or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office at 678-904-4450 or email [email protected].
Retirement Benefits Rank
Market Leading
MP GROUP
MP GROUP
Acworth, Georgia
1-24 employees
The MP Group allows merchants to accept credit, debit, gift, and loyalty cards as well as ACH services. MP Group’s main focus is customer service and customer education as it relates to payment processing. In addition to our industry leading client services, our equipment and service pricing are unmatched. Our Motto is “PUTTING THE FOCUS BACK ON WHAT MATTERS : THE CLIENT”and we mean it. We want our clients and prospects to be knowledgeable about the latest trends and technology available. For example, we provide a tool for our merchants to become and stay compliant with PCI DSS. Further, many have asked, “what is EMV and how do I get updated to be able to accept chip cards”. More importantly, what is the risk to my business when I am not PCI compliant and can’t take chip cards? These are just a few examples of ways we partner with our clients to improve their bottom lines.
Retirement Benefits Rank
Below Market
CARDEA CAPITAL ADVISORS LLC
CARDEA CAPITAL ADVISORS LLC
Atlanta, Georgia
1-24 employees
Cardea is a global cross border wealth advisor. We combine our team's vast investment experience in all categories with innovative tools to empower our clients to make better informed decisions that can have a meaningful impact on multi-generational wealth. We provide a wide variety of strategies ranging from client-emotion based socially responsible investing, wealth preservation, income generation, institutional grade private equity investment opportunities and customized private family office services. Please view our disclaimer here: www.cardeacap.com
Retirement Benefits Rank
Below Market
GRAY MATTERS CAPITAL INC.
GRAY MATTERS CAPITAL INC.
Atlanta, Georgia
1-24 employees
Finding Purpose with 100 million women We are an impact investor in the global south. Our deep roots in microfinance and education finance have demonstrated profit with purpose. We focus on self-development and skilling technology for women to find meaningful work. Over two decades, we have played the role of an impact bridge enabling convergence of high social impact with strong financial returns. We have helped build replicable business models that are scalable to other markets. Founded by serial entrepreneur Bob Pattillo, our approach to achieving our mission is to invest in early-stage entrepreneurs & portfolio of funds, seed new ventures to fill market gaps, pioneer alternate financing approaches and collaborate with partners. Through investments in 78+ enterprises, we have found purpose with 21 million low-resourced women and girls in the areas of learning, skilling, economic participation and well-being.
Retirement Benefits Rank
Market Competitive