| William T. Parker 3043 Riverstone Trail Suite 100 Atlanta, GA 30339 Phone: (888) 463-0440
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| Member Since: 2023
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| Lisa Kay Helin 101 Village Pkwy NE, Bldg 1-200 Marietta, GA 30067 Phone: (770) 984-2312
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| Member Since: 2018
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| Brian Beane 800 Battery Ave. SE Suite 100 Atlanta, GA 30339 Phone: (770) 573-7159 Fax: (770) 573-7159 Send Email |
| Member Since: 2023
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| Mr. Tripp Boyer 123 Church St. Ste. 125 Marietta, GA 30060 Phone: (678) 809-1050 Send Email |
| Member Since: 2019
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| Mr. Chris Brown 506 Roswell Street Suite 210 Marietta, GA 30060 Phone: (770) 462-2747
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| Member Since: 2019
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| Mr. Vince Clanton 100 Galleria Parkway SE Suite 995 Atlanta, GA 30339-8134 Phone: (770) 661-0280 Fax: (888) 479-7935
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| Member Since: 2005
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| Ms. Shari Martin 1100 Circle 75 Parkway Suite 1000 Atlanta, GA 30339 Phone: (770) 859-2329 Fax: (770) 690-4029 Send Email |
| The Cobb Community Foundation (“CCF”) was created in 1993 by a group of Cobb County business leaders to make it easy for everyone to give back to their community.
CCF provides multiple vehicles through which individuals, families, businesses and other organizations can contribute cash, marketable securities, real estate and other assets for charitable purposes. Donor Advised Funds allow most of the functionality of a private, family or corporate foundation without the corresponding complexities and costs.
You can create a Donor Advised Fund with as little as $5,000 with the completion of single form. You add to that fund whenever you choose, and with every contribution, you receive immediate tax benefits.
You can recommend which IRS-qualified public charities will receive grants from your Donor Advised Fund, when and in what amounts. You can even decide who will make those recommendations when you are no longer able to do so. Donor Advised Funds be funded with cash, although it often makes more sense to use low-basis assets or in some cases even real estate or closely-held business interests.
Likewise, these funds are often created in high income years, such as years when deferred comp is recognized, or real estate or other assets sold at a gain. While Donor Advised Funds can give to any public charity, including those outside of Cobb County, there are no requirements for when these grants must be made, giving the donor whatever time is needed to make those decisions.
A Scholarship Fund can be an ideal mechanism for companies, service clubs and other organizations to support the education of employees, family members of employees and other students meeting the selection criteria established. The Cobb Community Foundation can guide you through the process of defining your criteria, creating your application, appointing your selection committee, and evaluating and notifying your candidates. Likewise, we can simply handle all of it for you, if you would prefer.
A Designated Fund allows you to support a designated charity and make it easy for others to do so, as well. You can participate in decisions regarding the timing and amount of payments from the fund to your designated charity or simply have the Cobb Community Foundation coordinate those decisions with the charitable beneficiary.
Designated Funds are often created as endowments, although that is not a requirement. A Field of Interest Fund supports a particular cause, such as the arts, animal welfare, education or homelessness. Like a Designated Fund does for a single organization, a Field of Interest Fund makes it easy for you and others to ensure that resources are available to support those initiatives and organizations which focus on the causes that matter most to you.
Field of Interest Funds can be endowed or non-endowed. Unrestricted Funds are the choice of donors who want their gifts to address the community’s changing needs, both now and for generations to come. When you create a community endowment, or give to an existing one, you know that your gift will be available when and where it is needed most.
| Member Since: 1998
See Also Non-Profit Organizations | |
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| Mr. Jonathon Posada 2859 Paces Ferry Road, Suite 1160 Atlanta, GA 30339 Phone: (770) 431-5120 Fax: (770) 431-1878 Send Email |
| Member Since: 2020
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| Mr. Casey Patrick Riverwood 100 3350 Riverwood Pkwy, Ste. 1500 Atlanta, GA 30339 Phone: (770) 432-7787 Send Email |
| Member Since: 2013
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| Mr. Steve Cyr 1640 Powers Ferry Road 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 Advisor | |
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| Ican Osinjolu 1000 Abernathy Road NE, Bldg.400 Suite 1425 Atlanta, GA 30328 Phone: (678) 259-3902
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| Member Since: 2023
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| Mr. Keith Palmer 3735 Cherokee Street Kennesaw, GA 30144 Phone: (678) 797-3717
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| Henssler Financial provides financial solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting and estate planning. Customer intimacy is key, as we seek clients who are interested in long-term strategies designed and managed to meet their financial goals. | Member Since: 1999
See Also Accountants - Certified Public | |
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| Ms. Tricia P Mulcare 3550 Lenox Rd. NE Ste. 2700 Atlanta, GA 30326 Phone: (404) 264-1400 Fax: (404) 237-5114 Send Email |
| Member Since: 2017
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| Portia Id-Deen 3376 Split Wood Way Powder Springs, GA 30127 Phone: (510) 374-0307
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| Member Since: 2023
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| Inlet Investment Holdings |
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| Mr. John Chastain 3246 Lost Mill Trce Marietta, GA 30062 Phone: (770) 690-0122
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| Member Since: 2020
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| Mr. Brian Henderson, CFP 3350 Riverwood Parkway, Suite 2200 Atlanta, GA 30339 Phone: (404) 260-0710
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| Member Since: 2004
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| Christopher Kirkland 4401 Northside Pkwy. Suite 900 Atlanta, GA 30327 Phone: (404) 267-1358
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| Member Since: 2022
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| Mr. Jamie Vann 1354 Murrays Loch Place, NW Kennesaw, GA 30152 Phone: (678) 355-6022 Fax: (678) 355-5532
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| Member Since: 1999
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| Joshua Loud 1100 Abernathy Road NE Building 500, Suite 1850 Atlanta, GA 30328 Phone: 6784711299 Fax: (770) 673-2150 Send Email |
| Member Since: 2021
See Also Financial Advisor | |
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| Mark Fricks 410 Villa Rica Way SW Ste. 100 Marietta, GA 30064 Phone: (770) 980-9262 Fax: 6789528124 Send Email |
| Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.
For more information TEXT masterplan to 21000.
| Member Since: 2019
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| Luke Burton 531 Roselane St. Ste. 420 Marietta, GA 30060 Phone: (770) 344-0172 Fax: (770) 344-0175 Send Email |
| Member Since: 2019
See Also Financial Advisor | |
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| Mr. Dwaan Black 2859 Paces Ferry Rd SE Ste 1200 Atlanta, GA 30339 Phone: (770) 955-6611 Fax: (770) 612-4694 Send Email |
| Member Since: 2003
See Also Insurance | |
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| Ms. Kelly Miller 1337 Canton Road Suite A Marietta, GA 30066 Phone: (770) 319-1700 Fax: (770) 319-1676 Send Email |
| The Oak Tree Group Ltd. is a full service independent financial advisory firm. They help individuals and small businesses maximize their financial resources. Let them help you manage your financial future, utilizing a variety of financial tools. The Oak Tree Group offer securities through Kovack Securities, Inc. Member FINRA/SIPC 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771.Investment Advisory services offered through Kovack Advisors, Inc. The Oak Tree Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. | Member Since: 1997
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| Shavon Roman 3961 Floyd Road, Suite 300359 Austell, GA 30106 Phone: (770) 353-0486
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| Member Since: 2020
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| Ms. Susan Tillery 1230 Valley Reserve Drive NW Kennesaw, GA 30152 Phone: (678) 290-3930 Fax: (678) 290-3901 Send Email |
| Paraklete® Financial Inc designs and implements comprehensive financial planning strategies without asset management or product placement; our focus is financial education. Our firm serves individuals, families, businesses, estates, trusts and non profits. We affiliate with CPA firms throughout the United States integrating comprehensive financial planning into their practices. | Member Since: 2012
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| Ryan Moledor 1619 Collins Rd. NW Suite 100 Kennesaw, GA 30152 Phone: (404) 955-4721 Send Email |
| Member Since: 2023
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| Alex Valente 5565 Glenridge Connector Ste. 450 Atlanta, GA 30342 Phone: (770) 418-8800 Send Email |
| Member Since: 2020
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| Mr. Mark H. Winston 11720 Amber Park Drive Suite 150 Alpharetta, GA 30006 Phone: (770) 410-4088 Send Email |
| Member Since: 2014
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| Mr. Harry Pence 3050 Peachtree Rd. Suite 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
See Also Financial Advisor | |
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| Mr. Mark Rohs 1650 Cumberland Parkway SE Smyrna, GA 30080 Phone: (770) 366-1779
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| Regions Bank provides the backing of a top U.S. financial institution and the local focus of a community hometown bank. This means customers receive the quality services of a financial industry leader in addition to the confidence and convenience of banking with people at a neighborhood company they know. | Member Since: 2010
See Also Banks, Financial - Lending | |
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| Mr. Michael Crawford 2400 Herodian Way SE Suite 110 Smyrna, GA 30080 Phone: (770) 933-8974 Fax: (770) 953-1216
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| Member Since: 1996
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| Mr. Lawson Kirkland 300 Galleria Pkwy SE Ste 350 Atlanta, GA 30339 Phone: (678) 504-2100
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| ServisFirst is a community business bank with locations in the metro Atlanta area ready to serve the needs of individuals and businesses in our markets. ServisFirst was awarded the Raymond James Community Bankers Cup and recognized in the top 10 percent of community banks nationwide. ServisFirst ranked third out of 306 community banks with assets between $500 million and $10 billion.
Our focus is on providing exceptional customer service and offering the latest technology for local businesses and entrepreneurs. We offer expanded cash management services as well as mortgages. Our name is our mission.
| Member Since: 2009
See Also Banks, Financial - Lending, Financial, Mortgage - Companies | |
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| Judy W. Young 305 hawience ST. Marietta, GA 30060 Phone: (770) 428-6601 Fax: (770) 420-2056
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| Member Since: 2013
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| Ms. Terri Bunten Guthrie 271 17th Street NW, Suite 1600 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 Advisor, Accountants - Certified Public, Accounting - Services | |
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| Mr. Kevin Hyland 732 Kennesaw Avenue Suite 210 Marietta, GA 30060 Phone: (770) 421-9909 Send Email |
| Member Since: 2012
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| Mr. Charlie Barnwell 3400 Overton Park Drive Atlanta, GA 30339 Phone: (770) 751-4733 Send Email |
| Member Since: 1989
See Also Banks, Financial | |
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| Mr. Mike Terry 1225 Johnson Ferry Road Suite 880 Marietta, GA 30068 Phone: (770) 578-6140 Fax: (770) 578-0496 Send Email |
| Member Since: 2003
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| Mr. Bill Kilburg 3175 Cobb Galleria Parkway Atlanta, GA 30339 Phone: (770) 850-3904 Fax: (770) 850-3930
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| BB&T is a full service banking and financial services provider. Our mission is to help our clients of all types achieve economic success and financial security. Our team of local world class bankers and professionals help large commercial businesses, non-profits, small business, personal, and high net worth clients with all needs relating to financial services (lending, deposits, investment etc.,) leadership development, employee engagement, insurance and financial planning. We bring the best parts of a large bank to you with the local empowered delivery of a community bank. We are as big as you need us to be, and as small as you want us to be! | Member Since: 1999
See Also Banks, Financial, Financial - Lending | |
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| Mr Chris Bolick 155 North Marietta Parkway NE Marietta, GA 30060 Phone: (770) 514-3185 Fax: (770) 794-8184
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| Member Since: 1999
See Also Banks, Financial, Financial - Lending | |
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| Kevin Boutwell 2859 Paces Ferry Rd SE Suite 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 Advisor, Insurance - Life | |
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| Jeffery Hanna 1275 Shiloh Rd Ste 2130 Kennesaw, GA 30120 Phone: (770) 951-1040 Fax: (678) 238-5606
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| Member Since: 2023
See Also Financial Advisor | |
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| Jeffery Hanna 1275 Shiloh Rd Ste 2130 Kennesaw, GA 30120 Phone: (770) 951-1040 Fax: (678) 238-5606
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| Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. | Member Since: 2023
See Also Financial Advisor | |
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| 732 Kennesaw Avenue Building 300 Marietta, GA 30060 Phone: (770) 425-0104
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| Member Since: 2018
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| 331 Washington Ave Marietta, GA 30060 Phone: (770) 424-8711 Fax: (770) 425-9479 Send Email |
| Over 40 years serving the Atlanta community providing solutions for all insurance and financial needs. Our services include homeowners, auto, and business insurance as well as investment and financial planning. | Member Since: 2013
See Also Insurance | |
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