Insights

Fiduciary Stand Mid Georgia operates as Registered Investment Advisors with a fiduciary obligation, presenting an opportunity to position comprehensive fiduciary-friendly financial planning and transparent investment advisory services to potential clients seeking trust and compliance in their wealth management.

Integrated Solutions The firm combines investing services with risk management across life, business, health, home, and auto insurance, enabling cross-sell of insurance products alongside investment and retirement planning for households and small businesses.

Growth Readiness With estimated revenue in the mid tens of millions and a compact team, Mid Georgia may be scalable through add-on advisory services, expanded client segments, or strategic partnerships to broaden distribution channels and deepen client relationships.

Tech Stack Current use of Baidu Analytics and Nginx indicates a lean digital footprint; there is opportunity to enhance digital marketing, client onboarding, and CRM integrations to improve lead generation, client experience, and data-driven advisory insights.

Competitive Positioning Positioned among large, well-known financial firms by offering personalized advisory services with a fiduciary standard, Mid Georgia can emphasize tailored financial planning, trust, and local relationship management to capture affluent or risk-aware clients seeking localized attention.

Mid Georgia Tech Stack

Mid Georgia uses 2 technology products and services including Baidu Analytics, Nginx, and more. Explore Mid Georgia's tech stack below.

  • Baidu Analytics
    Analytics
  • Nginx
    Web Servers

Mid Georgia's Email Address Formats

Mid Georgia uses at least 1 format(s):
Mid Georgia Email FormatsExamplePercentage
F.Last@midgeorgiafinancialgroup.comJ.Doe@midgeorgiafinancialgroup.com
100%

Frequently Asked Questions

What is Mid Georgia's official website and social media links?

Minus sign iconPlus sign icon
Mid Georgia's official website is midgeorgiafinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Mid Georgia generate?

Minus sign iconPlus sign icon
As of July 2026, Mid Georgia's annual revenue is estimated to be $1M - $10M.

What is Mid Georgia's NAICS code?

Minus sign iconPlus sign icon
Mid Georgia's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Mid Georgia have currently?

Minus sign iconPlus sign icon
As of July 2026, Mid Georgia has approximately 24 employees across 1 continents, including North America. Key team members include Wealth And Investment Strategist/ Managing Partner: G. W.Wealth Management Advisor: A. S.. Explore Mid Georgia's employee directory with LeadIQ.

What industry does Mid Georgia belong to?

Minus sign iconPlus sign icon
Mid Georgia operates in the Investment Management industry.

What technology does Mid Georgia use?

Minus sign iconPlus sign icon
Mid Georgia's tech stack includes Baidu AnalyticsNginx.

What is Mid Georgia's email format?

Minus sign iconPlus sign icon
Mid Georgia's email format typically follows the pattern of F.Last@midgeorgiafinancialgroup.com. Find more Mid Georgia email formats with LeadIQ.

When was Mid Georgia founded?

Minus sign iconPlus sign icon
Mid Georgia was founded in 2011.
Mid Georgia logo

Mid Georgia

Investment ManagementGeorgia, United States11-50 Employees

Mid Georgia is a financial services firm operating in the investment management space, offering services as a Registered Investment Advisor with a fiduciary obligation to its clients. The firm emphasizes a step-by-step process to determine suitable solutions aimed at helping clients reach their financial goals, and it provides investing options including stocks, bonds, mutual funds, exchange-traded products, REITs, and various insurance and annuity products, alongside a range of risk management offerings such as life, business, health, and property coverage. Based in Mcdonough, Georgia, the organization positions itself as a relationship-driven advisory practice led by Managing Partner Gary Wargo, prioritizing trust and clear, straightforward guidance for clients. The company operates within the investment management and financial planning sector, with advisory services carried out through its associated entities and securities offered through Cape Securities, Inc., while clearing services are provided by National Financial Services, LLC. }

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Mid Georgia's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Mid Georgia's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.