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 Armerican Institute of Certified Public Accountants. We'd be happy to provide you with a copy.
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 from 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®) Designation from the Center for Fiduciary Studies in 2008. The AIFA Designation certifies that he has demonstrated advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance of third parties to fiduciary standards.
David became a CEFEX Analyst in 2012. CEFEX Analysts perform CEFEX-certification audits for organizations seeking CEFEX-certification and annual recertification. CEFEX Analysts can also conduct a less extensive one-time Consultant's Review of Fiduciary Practices (CRFP) to help trustees or investment committee members assess their fiduciary practices, or prepare for a CEFEX-certification audit. CEFEX Analysts must hold the AIFA designation and complete annual CEFEX Analyst training.
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.