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Individuals

Are you confident that your current financial strategy will allow you to reach your goals?

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Trustees

Are you confident that you understand your legal investment responsibilities and are fulfilling them as well as you could be?

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Foundations

Are you confident that your organization is adhering to the best fiduciary practices?

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Welcome to Atlanta Wealth Management

Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years.

We specialize in providing trustees and investment committee members with fiduciary training and fiduciary assessments, or audits, to help them evaluate and improve the investment process of their private trust or organization.

Our FIDUCIARY PROCESS MATTERS® trademark expresses what sets us apart from other Atlanta advisory firms—we have been certified to a Global Fiduciary Standard of Excellence by CEFEX, the Centre for Fiduciary Excellence. This short video explains: Why Work with a CEFEX-certified Investment Advisor?

This Global Fiduciary Standard of Excellence is defined in the "Prudent Practices® for Investment Advisors" handbook. The handbook was written with technical review provided by the American Institute of Certified Public Accountants. We'd be happy to provide you with a copy.

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Contact Info

Atlanta Wealth Management, Inc.
2277 Peachtree Road NE
Atlanta, GA 30309-1167
Phone 404 713 0247

Email: dboone@atlantawealth.com