NestWise Announces Local Presence Offering Personal and Affordable Financial Advisors in Atlanta, Georgia

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Almost two-thirds of Atlanta middle income households wish they had someone they could trust to help them with their finance and investment decisions

NestWise, a wholly-owned subsidiary of LPL Holdings Inc. designed to provide personal and affordable financial advice to Americans in the middle class, today announced the launch of a local presence in Atlanta, Georgia. Middle-class residents of Atlanta will now have local access to NestWise personal financial advisors to help them assess their financial situation, weigh their concerns, and establish their priorities. A recent survey conducted by NestWise found that almost two-thirds of middle-class Atlanta families wish they had someone they could trust to help them with their finance and investment decisions.

A one-on-one relationship is an important factor to many of those seeking a trusted and professional financial advisor. Working with NestWise Financial Advisors, Atlanta families will develop a financial plan and set a course of action toward a strong financial future based on what is most important to them. Atlanta families can also take advantage of NestWise membership, which provides a suite of online tools and resources as well as classes designed to help develop strong financial behaviors.

NestWise Financial Advisors in Atlanta will be led by Thomas Lakatos, Vice President of Advisor Development, who is responsible for recruiting, training, and helping NestWise Advisors build successful businesses and serve the needs of fellow Atlanta families. The local presence in Atlanta expands upon a team of advisors located across the country who use web-based video technology to connect with clients.

“I am very excited about our ability to help financial advisors in Atlanta deliver personal and affordable financial advice that can really make a difference in people’s lives,” said Esther Stearns, CEO of NestWise. “Never has a generation of Americans faced as much personal financial responsibility as we do today. We created NestWise to help people meet those demands. NestWise Financial Advisors will help families in Atlanta and elsewhere develop a plan for their personal finances that will help them achieve their long-term financial goals.”

In a recent survey* of middle-class households in Atlanta, NestWise found that while the majority of households are aware of the benefits of professional financial advice, many believe the right kind of advice is beyond their reach.

  •     64 percent of Atlanta’s middle-class households wish they had someone they could trust to help them with their finance and investment decisions.
  •     66 percent of Atlanta’s middle-class households wish they had a better approach to financial planning.
  •     49 percent of Atlanta’s middle-class households currently do not work with a financial professional because they believe they cannot afford a financial advisor.

“We have a wonderful opportunity in Atlanta to provide families with the professional financial advice they want and to help financial advisors build successful businesses,” said Thomas Lakatos. “With the help of NestWise Financial Advisors more families in our community will be able to take control of their personal finances.”

NestWise is also actively recruiting advisors in Dallas and Denver expanding the local NestWise presence in those communities.

For more information about NestWise, please visit

*In December 2012, NestWise fielded an online survey of 1,053 individuals age 27-55 with incomes from $50,000- $150,000 who are the sole or joint decision-makers for household investment decisions.

About NestWise
NestWise, a wholly-owned subsidiary of LPL Holdings Inc. serves a broad set of financial needs for middle class families and individuals through independent fee-based financial advisors. The company was launched in 2012 to address the compelling need for access to high-quality, affordable personal financial advice among many middle class families and individuals.

NestWise advisors leverage a financial planning platform and managed investment portfolios to provide a range of customized solutions to their clients.

NestWise, a Registered Investment Advisor.

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Lana Gersten
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