ARISTA Financial Group Email Format
Investment ManagementGeorgia, United States11-50 Employees
ARISTA Financial Group is an independent investment management firm based in Alpharetta, Georgia, serving both institutional and private investors. For institutions sponsoring retirement plans, the group provides fiduciary support designed to help sponsors meet their responsibilities while focusing on core operations; for private clients, it offers independent, goal-based financial planning tailored to individual objectives. It operates within the investment management industry as a focused, mission-driven resource that emphasizes customized guidance aligned with client goals. Securities and advisory services are offered through LPL Financial, and the firm also seeks to educate institutional investors about financial opportunities and strategies while helping private clients implement tailored plans. The firm employs a small to mid-sized team, serving clients in multiple states from its Alpharetta base.