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| Cayce Carter 2839 Paces Ferry Rd. SE Ste. 450 Atlanta, GA 30339 Phone: (404) 857-2221 Send Email | 
 | Member Since: 2017
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| 3344 Peachtree Rd. NE Ste. 2000 Atlanta, GA 30326 Phone: (404) 760-9000 Send Email | 
| Member Since: 2017
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| Paul Evans 7035 Halcyon Park Dr. Montgomery, AL 36117 Phone: (334) 231-5830 Send Email | 
| Member Since: 2022
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| Troy Harmon 2322 Milstead Cir. NE Marietta, GA 30066 Phone: (770) 833-5928 Send Email | 
 | Member Since: 2025
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| Adam Waller 707 Whitlock Ave. Ste. F3 Marietta, GA 30064 Phone: (770) 919-7047 Send Email | 
| Member Since: 2025
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| Ms. Edith Boy 319 Atlanta St. SE Ste. 230 Marietta, GA 30060 Phone: (770) 218-1822 Send Email | 
| Member Since: 2018
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| Mr. Michael Hebdon CFP (R) AAMS (R) 550 Kennesaw Ave. NW Ste. 600 Kennesaw, GA 30060 Phone: (770) 427-3048 Fax: (866) 462-7894 Send Email | 
 | Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.
| Member Since: 1993
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| Alicia Kite 1640 Powers Ferry Rd. Bldg. 24, Ste. 100 Marietta, GA 30067 Phone: (404) 350-8443 Send Email | 
 | A Registered Investment Adviser firm, First Command assists all individuals and families who aspire to greater financial well-being and security in their efforts to reduce debt, build wealth, and pursue their financial goals and lifetime dreams. We embrace time-tested financial principles and a client-first philosophy, advocating consistent saving, disciplined investing, and a thoughtful insurance strategy to manage risks to financial well-being. First Command develops and delivers comprehensive financial plans.
| Member Since: 2016
See Also Financial - Planning & Investments | |
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| Alex Morton 3625 Cumberland Blvd. SE Bldg. 2 Atlanta, GA 30339 Phone: (678) 631-3667 Send Email | 
 | First Horizon Corporation (NYSE: FHN), with $83.2 billion in assets as of September 30, 2025, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
| Member Since: 2025
See Also Banks, Financial, Financial - Lending, Financial - Planning & Investments | |
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| Christian Bratton 4317 Revere Cir. Marietta, GA 30062 Phone: (770) 268-3223 Send Email | 
 | Member Since: 2026
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| Joshua Loud 3560 Lenox Road NE Ste. 1100 Atlanta, GA 30326 Phone: (404) 926-2027 Send Email | 
 | Member Since: 2020
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| Mr. Charlie Holloway 472 N. Sessions St. Unit 24 Marietta, GA 30060 Phone: (404) 549-6930 Send Email | 
| Member Since: 2019
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| Beth Quinlan 271 17th St. NW Ste. 2100 Atlanta, GA 30363 Phone: (404) 874-6244 Fax: (404) 874-1658 Send Email | 


 | Located in Atlanta, Smith + Howard provides the personal service of a local firm, with the depth of services and global reach of a national firm. The firm’s clients operate in countries around the globe and include many US subsidiaries of foreign corporations, encompassing a wide range of industry sectors including manufacturing, distribution, construction, real estate, hospitality, technology and nonprofits. In addition to traditional audit and tax services, Smith + Howard serves clients with advisory services that include international consulting, sales and use tax, internal control reviews, SOC reporting and litigation support.
This depth of services is delivered by a group of experienced professionals who bring an unusually strong commitment to serving our client family. This is evidenced by the firm’s inclusion as a Top 100 Workplace in Atlanta (Atlanta Journal-Constitution), Top Accounting Firm to Work For by Accounting Today and a best of the best firm among accounting firms in the nation by INSIDE Public Accounting (“IPA”) for more than a decade.
Smith + Howard Wealth Management, LLC, the sister-firm of Smith + Howard is a Registered Investment Adviser serves as the “family CFO” to affluent individuals and families, providing investment management, tax planning, financial planning and estate planning. Synexus Tax Solutions™ is a member of Smith + Howard’s family of companies and provides multistate indirect tax solutions that help businesses navigate the intricacies of state and local tax jurisdictions so the business can focus on growth.
| Member Since: 2012
See Also Financial - Planning & Investments, Accountants - Certified Public, Accounting - Services | |
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| Drew Turner 800 Battery Ave. SE 3rd Floor, Offices 3138 & 3137 Atlanta, GA 30339 Phone: (678) 810-1210 Send Email | 
| Member Since: 2025
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| Mike Turgeon 1275 Shiloh Rd. NW. Unit #2730 Kennesaw, GA 30144 Phone: 678-613-4810 Send Email | 
| At Unity Financial Planning Group, we provide personalized financial guidance as your trusted boutique multi-family office. We offer integrated concierge services for retirement planning, investments, estate planning, and tax strategies. Our goal is to simplify your financial life by providing expert guidance, comprehensive solutions, and the personal attention you deserve.
| Member Since: 2021
See Also Financial - Planning & Investments | |
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| Kevin Boutwell 2859 Paces Ferry Rd. SE Ste. 635 Atlanta, GA 30339 Phone: (678) 888-4952 Send Email | 
| Headquartered in Atlanta, GA, Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to clients. Veracity’s financial planning process is designed to drive investment decisions with an aim to achieve specific goals. We believe our depth and breadth of experience allow us to maintain and grow wealth responsibly, focusing on maximizing value and minimizing taxes.
| Member Since: 2021
See Also Financial - Planning & Investments, Insurance - Life | |
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