Atlanta Financial Associates Announces Registered Investment Advisor Status and New Custodial Partner

Share Article

Award-winning financial advisory firm evolves their business and partners with Charles Schwab

“We have never been more excited about our ability to serve our clients’ needs now and for the decades to come with state-of-the-art tools that put us on the forefront of the industry.”

Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced an evolutionary change to their business as they establish themselves as an independent Registered Investment Advisory (RIA), partnering with Charles Schwab as their custodial firm. As the firm begins their twenty-sixth year in business, Atlanta Financial is now positioned to remain on the leading edge of the industry by aligning with an industry-leading custodial firm dedicated exclusively to serving independent RIA firms.

Atlanta Financial’s independence, people, location and commitment to “Making Life’s Journey Richer” for all clients remain the same. What clients may expect going forward as a result of this change are some compelling advantages that will have a tremendously positive impact on future success:

  • Cutting-edge, fully integrated technology to enhance the client experience and help us serve you better
  • Enhanced tools for the digital age
  • Expanded and more flexible offerings to meet all clients’ needs
  • Investment pricing that is the best in the industry
  • A conflict-free business platform that supports the firm’s continued role as a fiduciary in all that we do

“This change to Atlanta Financial’s business platform and the tools used to serve our clients have required over a year of planning, and countless hours of hard work by our team in executing these changes,” said partner Rick Henderson.

An additional tool to improve the client experience is a new website that launched today as well. The updated site includes a link to a state-of-the art client portal and a wealth of resources for clients to remain well-informed in today’s fast changing world. .

“We have never been more excited about our ability to serve our clients’ needs now and for the decades to come with state-of-the-art tools that put us on the forefront of the industry,” said Atlanta Financial co-founder and partner, Cathy Miller.

“We are looking forward to continuing our journey, as we evolve to meet our clients’ needs, ‘Making Life’s Journey Richer’ for them and their families,” said Julie Andrews, Atlanta Financial co-founder and partner.

Since 1992, people have been turning to the advisors at Atlanta Financial Associates to help them build a wealth management plan that reflects their vision and can stand the test of time. Our ability not only to meet this expectation, but to exceed it, is based in large part on the commitment we make to every one of our relationships. We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go. Adding to this is the fact that we have access to comprehensive resources, leading technology, and innovative tools. For more information about Atlanta Financial, please visit

Atlanta Financial Associates’ address is 5901-B Peachtree-Dunwoody Road, Suite 275, Atlanta, GA 30328.

Advisory services offered by Atlanta Financial Associates, Inc.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kelly DeAses

+1 404-445-1842 x107
Email >
Visit website