At North Georgia Wealth Advisors, we seek to provide clarity in a world of financial confusion, peace in the midst of uncertainty and, intentional direction where conflicting advice shows no clear path.

We believe that wealth is much more than money. It includes all the beautiful things that surround us. It is the abundance of all things good. We believe that true wealth cannot only be measured by bank accounts and net worth but rather, should include the people and the relationships that are part of our lives.

The North Georgia Wealth Advisor Way

• We are fiercely independent. Our structure allows us to be completely objective in our recommendations. We are not subject to a list of proprietary investments.
• Holistic Financial Planning – we work with the whole picture knowing that all parts of your life are intimately interconnected.
• We can help add ‘Purpose’ to the decisions you make. Let us help you create a ‘Mission Statement’ where every decision is filtered. This exercise can help you frame the ‘Why’ and give reason and clarity to any decision.
• We seek to know you better. We have a Certified Strengths Strategy Master Coach on the team.  Together we can help you discover your top ‘Strengths’ and help develop a strategy for you to show up at your best.
• We have 4 CERTIFIED FINANCIAL PLANNER™ professionals, that together, have over 100 years of combined experience in the financial services industry.
• We have an advisor that is a SmartVestor Pro. SmartVestor is recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.To be considered, an advisor goes through a vetting process to determine if he or she has values aligned with Dave and embodies the ‘Heart of a Teacher’.
• How we manage ‘Risk’ may be different than other firms. We realize that investors hate to lose twice as much as they like to gain. We use a risk alignment tool that helps define an investors comfort level with that of their investments. We often find there is a wide disparity between the two. We offer a ‘Complimentary Portfolio Risk Analysis’ that begins the conversation.
• We subscribe to the ‘Endowment Allocation’ methodology and use ‘Alternative’ investments where appropriate. We are not relegated to a ‘Stock and Bond ONLY’ portfolio. This can potentially increase returns and reduce risk.  We have access to many of the same investments the large endowments invest in.
• We use ‘MindMapping’ as a way to connect the dots. This colorful visual provides a way to see how an investment portfolio is connected.
• We are a huge advocate of ‘Aging with Dignity’. We are all faced with the reality that we won’t be here forever. Our team and our process includes planning in advance of a health crisis. Who will be called first? Do you have the legal documents in place that communicates the level of care YOU want or don’t want?  We can walk with you through these very hard decisions and be there with your family in these trying times.
• Since we do not offer tax or legal advice, we have formed strategic partnerships with other like-minded professionals, such as accountants, CPA’s, and attorneys. However, we are happy to work with your trusted tax advisors and legal counsel when necessary.
• To help manage risk, we have formed valuable, strategic partnerships relating to death, disability, long term care, health insurance and, property casualty. We believe that overlooking these areas could bring unintended consequences that could change everything. Our partners seek to find the right solution at the right cost.
• We use a hybrid compensation model. Most of the work we do is fee based where we succeed when you succeed. Under this model, a fee is based on assets under management.