The ForumCore Employee Directory

Investment ManagementGeorgia, United States2-10 Employees

The ForumCore operates in investment management, offering financial strategy development that aligns specific investments with clients’ goals and expectations. Its focus is on creating plans that improve fiscal longevity and support efficient investing for individuals at different life stages, including millennials starting a plan, pre-retirees aiming to accumulate resources, and retirees seeking alignment with expectations. Based in Atlanta, Georgia, the firm emphasizes transparency and uses technology to demonstrate a range of potential outcomes for clients. With a small professional team, The ForumCore positions itself as a boutique advisory group that combines investment consulting and wealth management to address time-constrained clients’ needs.

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