| 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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| Mr. Mike DeWitt 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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| Dontae Simmons 3953 Obryant Cir. SE Smyrna, GA 30082 Phone: (770) 675-7384 Send Email | 
| Member Since: 2024
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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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| Mr. Steve Cyr 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
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| Christian Young 3424 Peachtree Rd. NE Atlanta, GA 30326
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| Member Since: 2024
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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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| Ms. Melissa Nims 3330 Cumberland Blvd. SE Ste. 500 Atlanta, GA 30339 Phone: (770) 818-0335 Send Email | 
| Member Since: 2021
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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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| Mr. Harry Pence 3050 Peachtree Rd. Ste. 600 Atlanta, GA 30305 Phone: (770) 284-2279 Send Email | 
| Few individuals have a wealth management plan that adequately supports their current and long-term goals, concerns and objectives. Fewer still have a plan that maintains the flexibility and receives the attention needed to efficiently and effectively adapt to the inevitable changes that occur in life. Leveraging the investment knowledge along with the scope of Raymond James, clients are provided with the advice, guidance and services needed to help them align their financial resources to the goals that matter most to them. Understanding that trust and confidence are not confined to your investment and banking needs, as a client you are also provided with the level of care you desire and the attention you deserve. The objective in working with clients is to provide you with personalized services that cultivate and nurture a long-term relationship. These services include the development and review of financial strategies that help you achieve the goals that matter most to you and your family.
| Member Since: 2022
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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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| 1275 Shiloh Rd. NW. Unit #2730 Kennesaw, GA 30144 Phone: 678-613-4810 Send Email | 
| How We're Different
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today - and tomorrow.
| Member Since: 2021
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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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| Tiffany Rosetti 1100 Abernathy Rd. NE Bldg. 500, Ste. 500 Atlanta, GA 30328 Phone: (770) 548-7281 Send Email | 
 | We help clients navigate the dynamics of their relationship with money. Behavioral Wealth Management combines traditional wealth management with insights from behavioral science. Our interdisciplinary team of Financial Advisors and Behavioral Wealth Specialists assists clients with the pursuit of their financial goals. While our Financial Advisors focus on the "how", the Behavioral Wealth Specialists explore the "why" behind financial decisions, uncovering money beliefs and clearing subconscious roadblocks to wealth building. We believe our clients love knowing that people care about them beyond just their money. If you're looking for genuine support that wants to see you grow in overall life satisfaction, not just your net worth, don't hesitate to reach out!
| Member Since: 2024
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