Investment

• Investment Management
  As part of our portfolio management services, we'll develop an investment strategy designed to meet your individual financial objectives. Leveraging our strong understanding of global investment opportunities and macroeconomic conditions, we'll provide an asset allocation plan that balances your risk tolerance against desired performance.
• Wealth Management
  We provide financial planning and wealth management to private clients in Atlanta, Georgia, and across the country. While some advisors still sell products or transactions, our “product” is wisdom and our goal is simple: to help our clients achieve and sustain financial success, no matter how busy their lives may be.

Planning

• Financial Planning
  His professional career began in audit and tax for public accounting firms and obtained his CPA license in 2005. He went on to financial planning and analysis for Delta Airlines Technical Operations Center leading thru the bankruptcy, emergence, and rebirth thru the Northwest Airlines merger integration, and helping them climb to lead the industry in customer satisfaction profitably among the major US airlines. He went onto co-found Meridian Investments in 2011. He was awarded the CFA Charterholder designation from The CFA Institute in 2012. CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. He lives in East Cobb, is married and has two children.
• Asset Management
• Gifting Strategies
• College Funding