Financial Planners in Atlanta

“We have previously worked with other financial advisors, but working with Taylor at Buckhead Wealth Management has been a completely different and MUCH better experience! He has taken the time to understand our goals for retirement and for our kids’ future. Brittany is also great to work with and keeps everything on track. Everything has been clear, organized, and easy to follow, and communication has been excellent. We’ve confidently referred family, clients, and friends to them.“

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“David Gaynes and his team have provided excellent customer service and investment advice for me over many years. It is truly a pleasure to work David and his team. They take the time to educate and provide guidance that makes me very comfortable with the investment decisions recommended. I have recommended David to various friends and colleagues over the years with very positive feedback. I highly recommend an outreach to David for any financial advice required. He is a pleasure to work with, very approachable and provides direction on many non-financial requests as well.“

“We appreciate the time and clearly customized plan for our family. We know there are bigger fish in the sea but it feels as if we are the only client during meetings and when they are reviewing our portfolio and life plan.“

“Mr. Ben Joel has helped me so much . He is always available and takes such good care of my portfolio. I trust him 100%. Thank you Ben“

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“The GFA team was a pleasure to work with. They were professional and experienced. Daniel and his team bring financial security in a convenient manner. I will be a long time customer.“

“Andrew is an excellent financial advisor! He really takes the time to educate his clients on their entire financial picture. In working with my retired parents he spent the time to ensure they understood their finances and what the future picture looked like for them based on their goals and needs.Highly recommend!“