CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

High-net-worth clients have unique needs when it comes to financial planning. A lot of advisors consider themselves wealth managers, but only Certified Private Wealth Advisor® (CPWA®) professionals possess advanced expertise in the wealth management content, strategies, and applied concepts that help better-serve high-net-worth clients.

Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. During the certification process, CPWA candidates gain a specialized skillset geared toward the lifecycle of wealth: accumulation, preservation, and distribution.

• Business owners/entrepreneurs (Industries include: Multi-unit franchisees, Construction, Hospitality, Technology)
• Corporate executives
• Family offices 
• Families with inherited wealth 
• Physicians
• Retired executives

NewEdge Advisors, LLC is an SEC Registered Investment Adviser (RIA) providing specialized business services to a select network of over 200 independent financial advisors. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests. NewEdge Advisors, LLC supports us across a variety of areas including compliance, custodial access, investment management solutions, human resources, and back-office support.

Our primary custodian is Raymond James. Through our platform, you will have the benefits of institutional access to your investment accounts. Having an institutional custodian provides our clients transparency on investment performance, fees, and transaction activity.

Our main office is in Alpharetta, GA, but with video conferencing we work with families across the country.

We believe our fee-based pay structure best aligns our interest with our clients’ interests. This structure means we do not receive commissions or other payments for recommending certain financial products. We are committed to providing objective advice based on each client’s unique needs and objectives.

Start here to set up an initial conversation. We will chat about your specific situation and goals and determine if we are a good fit for each other.