| Mr. Bradley Martin
3344 Peachtree Rd. NE
Atlanta, GA 30326
Phone: (404) 537-4800
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 | Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. Offering comprehensive wealth management services for entrepreneurs and business owners, multi-family office services for complex families and global asset allocation strategies for institutions, Balentine seeks to deliver an exceptional client experience in addition to consistent long-term investment results. With deep expertise in investment strategy and wealth management, Balentine advisors develop a carefully crafted, well-balanced approach to managing money and investing, blending the science of investing with the subtle art of thoughtful advice.
For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and service to the community. Forbes, Barron's, Financial Times and InvestmentNews continuously recognize Balentine as a top financial planning and advisory firm. Notable awards and recognitions for Balentine and its team members within the past decade include the Pensions & Investments Best Places to Work (2015-2020), Metro Atlanta Chamber's Lifetime Achievement Award (2013), Atlanta Business Chronicle's Most Admired CEO (2018), Leadership Atlanta (2021), Atlanta Business Chronicle's 40 Under 40, Georgia Trend 40 Under 40, and the Atlanta Business Chronicle's Women Who Mean Business.
Balentine LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
For disclosures or more information, visit balentine.com.
| Member Since: 2020
See Also Financial - Lending | |
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| Cayce Carter
2839 Paces Ferry Rd. SE
Ste. 450
Atlanta, GA 30339
Phone: (404) 857-2221
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 | Member Since: 2017
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| Mr. Mike DeWitt
3344 Peachtree Rd. NE
Ste. 2000
Atlanta, GA 30326
Phone: (404) 760-9000
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| Member Since: 2017
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| Paul Evans
7035 Halcyon Park Dr.
Montgomery, AL 36117
Phone: (334) 231-5830
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| Member Since: 2022
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| Amanda Yingling
4900 Ivey Rd.
Ste. 1025
Acworth, GA 30101
Phone: (470) 938-8356
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| Member Since: 2024
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| Dontae Simmons
3953 Obryant Cir. SE
Smyrna, GA 30082
Phone: (770) 675-7384
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| Member Since: 2024
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| Maria McChesney
800 Kennesaw Ave.
Ste. 140
Marietta, GA 30060
Phone: (470) 466-5560
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| Member Since: 2023
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| Ms. Edith Boy
319 Atlanta St. SE
Ste. 230
Marietta, GA 30060
Phone: (770) 218-1822
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| 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
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 | 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
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| 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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| Christian Young
3424 Peachtree Rd. NE
Atlanta, GA 30326
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| Member Since: 2024
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| Ms. Melissa Nims
3330 Cumberland Blvd. SE
Ste. 500
Atlanta, GA 30339
Phone: (770) 818-0335
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| Member Since: 2021
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| Mr. Charlie Holloway
472 N. Sessions St.
Unit 24
Marietta, GA 30060
Phone: (404) 549-6930
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| Member Since: 2019
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 | | Prudential Advisor - Mike Turgeon |
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2950 Mount Wilkinson Pkwy. SE
Unit 717
Atlanta, GA 30339
Phone: (678) 613-4810
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| 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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| Mr. Harry Pence
3050 Peachtree Rd.
Ste. 600
Atlanta, GA 30305
Phone: (770) 284-2279
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| 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
See Also Financial - Planning & Investments | |
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| Ms. Terri Bunten Guthrie
271 17th St. NW
Ste. 1600
Atlanta, GA 30363
Phone: (404) 874-6244
Fax: (404) 874-1658
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| 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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| Kevin Boutwell
2859 Paces Ferry Rd. SE
Ste. 635
Atlanta, GA 30339
Phone: (678) 888-4952
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 | 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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