Sugarloaf Wealth Management, LLC is a local investment advisory firm based out of Duluth, GA, with two offices. With 14 total employees, eight of them specialize in providing investment advisory services. Known for their expertise and professionalism, they have an average assets under management (AUM) of approximately $63,870,000 per investment advisor, which aligns with the industry average. The firm's compensation structure offers flexibility and includes various types, such as a percentage of AUM, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their AUM, Sugarloaf Wealth Management, LLC possesses the capability to efficiently manage employer funds. Impressive in their approach, they manage a significant 99% of assets on a discretionary basis, providing clients with proactive and strategic investment solutions. In addition to their investment advisory services, Sugarloaf Wealth Management, LLC also operates as an insurance broker or agent, enhancing their range of offerings. With a vast clientele of over 360 individual clients, they oversee a substantial $510,925,000 in AUM. The firm prides itself on its experienced team, with advisors like Adam Wilson, Taylor Manry, and Jason Connolly holding significant tenure within the organization. Sugarloaf Wealth Management, LLC strives to provide personalized financial guidance and support to help clients navigate the complexities of wealth management. With their knowledgeable team and commitment to excellence, they aim to deliver tailored solutions that align with their clients' financial goals and aspirations.

Elwood & Goetz is a reputable investment advisory firm based in Athens, GA, serving a diverse client base. With over 360 individual clients and more than $564,488,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from four well-equipped offices strategically located to provide convenient access to their clientele. While Elwood & Goetz specializes in managing discretionary assets, they also possess the expertise to handle employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, the firm is well-equipped to manage such portfolios effectively. With a focus on high net worth individuals, Elwood & Goetz caters to clients with substantial wealth management needs. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored choices to suit their financial goals. The firm employs a team of 21 skilled professionals, with 18 dedicated to providing investment advisory services. Their investment advisors boast an impressive average of approximately $31,360,000 in assets under management per advisor, highlighting their ability to handle significant portfolios efficiently. Elwood & Goetz takes pride in their experienced team, with notable long-tenured advisors including Lance Palmer, Lindsay Elwood, and Alden Shmerling. These seasoned professionals bring their wealth of knowledge and expertise to deliver exceptional financial guidance and personalized service to clients. With a strong track record, comprehensive services, and a commitment to client success, Elwood & Goetz continues to be a leading investment advisory firm in the Athens, GA area and beyond.

Trademark Capital Management Inc. is a highly reputable investment advisory firm headquartered in Watkinsville, GA. With two offices, they have established themselves as a trusted partner in managing investment portfolios for over 310 individual clients. With a remarkable $202,933,000 in assets under management, Trademark Capital Management Inc. demonstrates their expertise in the financial industry. Notably, approximately half of their assets under management stem from employer 401Ks and individuals, reflecting their extensive experience in this specific area. Moreover, Trademark Capital Management Inc. distinguishes itself by exclusively offering discretionary asset management services, ensuring that their clients' investments receive the utmost attention and care. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This versatility allows clients to choose the most suitable arrangement for their financial needs. Trademark Capital Management Inc. prides itself on its talented team of professionals. With seven dedicated employees, two of whom specialize in investment advisory services, they deliver personalized and tailored financial guidance. Their average assets under management per investment advisor amount to an impressive $101,470,000, aligning with the industry average. Among Trademark Capital Management Inc.'s notable advisors are David Denham, Joseph Ezernack, and Donald Beasley, who boast an extensive tenure with the firm. Their expertise, along with the collective knowledge of the team, contributes to the firm's exceptional reputation and success in the investment advisory field.

Stadion Money Management, LLC, a local investment advisory firm based out of Watkinsville, GA, is dedicated to providing comprehensive financial solutions for its clients. With over 48,640 individual clients and more than $2,046,954,000 in assets under management, Stadion Money Management, LLC has established itself as a trusted partner in wealth management. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. They are proud to offer discretionary management for 100% of the assets they handle, ensuring personalized investment strategies tailored to each client's unique needs. Stadion Money Management, LLC boasts a team of 39 highly skilled professionals, 11 of whom specialize in providing exceptional investment advisory services. With an impressive average of approximately $186,090,000 in assets under management per investment advisor, the firm surpasses the industry average, highlighting their commitment to delivering exceptional results. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' success. Furthermore, Stadion Money Management, LLC takes pride in its experienced advisors, some of whom have been with the firm for many years. Notable individuals like William Mcgowan, Ashley Reinhardt, and Marie Kelley bring extensive knowledge and expertise to the team, fostering long-term client relationships built on trust and confidence. With a strong track record, comprehensive services, and a dedicated team, Stadion Money Management, LLC continues to empower its clients, helping them navigate the complexities of the financial landscape and achieve their long-term financial goals.

FAMILY WMS, LLC, a small investment advisory firm headquartered in Athens, GA, boasts an impressive track record in managing assets for high net worth individuals. With over 10 individual clients and a staggering $665,234,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from two offices and employs a total of 8 professionals, three of whom specialize in providing investment advisory services. Notably, Family Wms, LLC adopts a compensation structure that includes various forms of remuneration, such as a percentage of assets under management. This approach ensures alignment of interests and motivates the team to consistently deliver exceptional results. The firm's dedication to excellence is evident in their average of approximately $221,740,000 in assets under management per investment advisor, surpassing industry standards. With an emphasis on discretionary management, 49% of the assets they oversee are entrusted to their expertise and judgment. As a result, their clients benefit from a tailored and personalized approach to wealth management, designed to achieve their specific financial goals. Family Wms, LLC takes pride in their team of experienced professionals, with key members like Stephen House, Leslie Allen, and Scott Shows, who have been integral to the firm's success. Their long-standing tenure reflects the firm's commitment to fostering enduring client relationships and providing consistent value. Overall, Family Wms, LLC stands as a reputable investment advisory firm, leveraging their expertise and comprehensive services to optimize the financial well-being of their esteemed clients.