Financial Consultants in Alpharetta

“In the middle of my life I debated the value of having a financial planner once I was into retirement. Now that I am retired it seems even more valuable to have someone like Marc. As the markets change and our financial needs evolve Marc is there to help guide us. Since no one knows their life span or future health it is a great help to my wife and I to have an expert like Marc. On top of that, my wife has told me several times that Marc is the only financial advisor that she has ever understood. Marc has a great way of communicating the complexities of a plan in a meaningful way. Highly recommend.“

“We have been delighted at the experience we've had with Merit, especially with Dave Elder. Being new to retirement and living through these difficult times to predict, Dave has talked us off the ledge several times along with helping us deal with family situations that has resulted in a significant increase in our net worth... We are definitely promoters of Merit and would recommend them to anyone.“

“Trish is very responsive and answers any questions I may have about my taxes. I highly recommend her.“

“IF ONLY I HAD FOUND CREDO YEARS AGO.As a business owner, there are a few things at the top of my list that could keep me up at night, knowing my business finances are intact are not one of those things thanks to the CredoCFO team.As a start-up founder, I did many of the things internally on my own for many years. It wasn’t until I made the decision to bring in a fractional CFO that I realized how many gaps I had in my business model through our accounting practices, budgeting, P&L, and of course, risk management.Working with the Credo team has been a game changer for ebm as we grew a national footprint and scaled quickly. Not having to worry about the financial operations side of the business was a huge life off our shoulders. As our needs changed, they were there to pivot and adapt as needed. It’s also important to say that their team truly gets excited about working with you (no boring green visors to deal with).I only wish I had started using them earlier on, would have saved a ton of time and aggravation. I highly recommend them and would be happy to speak with anyone about our experience with their team.“