Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving metro Atlanta families and individuals for more than 20 years. As our FIDUCIARY PROCESS MATTERS® slogan endeavors to convey, we strive to enhance the investment results of each client by employing a fiduciary investment process as we work together.
Atlanta Wealth Management also provides fiduciary education and consulting services to help trustees of personal trusts and investment committee members of private foundations evaluate and improve their current investment process, based on a Global Fiduciary Standard of Excellence.
David R. Boone
David received a B.A. in business administration from Grove City College, PA where he was inducted into the Omicron Delta Kappa national honor society. After completing General Electric's Financial Management Program, a three-year financial training program for college recruits, he worked in several GE accounting and financial analysis positions. During that time, David earned an M.B.A. with a concentration in finance at Case Western Reserve University's Weatherhead School of Management in Cleveland.
Before founding Atlanta Wealth Management, David served in several corporate treasury and financial planning and analysis capacities. He became a Certified Financial Planner™ certificant in 1991.
David earned the Accredited Investment Fiduciary Analyst® (AIFA®) professional designation from the Center for Fiduciary Studies™ in 2008. The AIFA designation certifies that he has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards.
If you are responsible for investing the assets of a personal trust, foundation or endowment, see A MATTER OF TRUST: The Benefits of Choosing an Accredited Investment Fiduciary Analyst™ Designee - for INVESTMENT STEWARDS.
If you are an individual, see A MATTER OF TRUST: The Benefits of Choosing an Accredited Investment Fiduciary Analyst™ Designee - for INDIVIDUALS to learn what makes an AIFA® Designee different from other advisors.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
The AIFA® trademark is registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of Fiduciary360.