Atlanta Financial

Financial ServicesGeorgia, United States11-50 Employees

Since we were founded in 1992, people have been turning to the advisors at Atlanta Financial to help them build a wealth management plan that reflects their vision and can stand the test of time.  

Led by principals Julie Andrews, Rick Henderson, and Cathy Miller, it is our mission to make a positive impact in our clients’ lives, helping them achieve all that is important to them.  Each of our principals has decades of experience working with clients, like you, who are highly successful and have complex needs.  

We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go.   We know that the decisions you make now will have a great impact on your future, and that collaboration is the key to success.  Therefore we have assembled a team of professionals with deep and diverse experience led by an experienced wealth manager to guide each of our client’s relationships. 

Five core values are at the center of our relationship with you:

•	We deliver EXPERTISE fostered by growth and learning 
•	We create PERSONALIZED solutions
•	We embrace INDEPENDENCE
•	We pursue INNOVATION to leverage new opportunities
•	We build LIFE-LONG RELATIONSHIPS

Our clients include business owners, entrepreneurs, corporate executives, physicians, other professionals and women who are in transitional stages in their lives.  We also have expertise in designing and managing retirement plans for businesses and professional firms.

Connect with us, we'd like to hear from you:
www.AtlantaFinancial.com  
www.linkedin.com/company/atlanta-financial

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