What departments does Atlanta Financial have?

Atlanta Financial has employees across 1 departments including Customer Success.

What is the largest department at Atlanta Financial?

The largest department at Atlanta Financial is Customer Success with 1 employees.

Where are Atlanta Financial employees located globally?

Atlanta Financial has employees across 1 continents and 1 countries including United States Of America.

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Atlanta Financial Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Atlanta Financial is a financial services firm focused on wealth management in the Atlanta area, helping clients develop plans that reflect their vision and endure over time. Founded in 1992, the practice emphasizes a collaborative approach guided by principals with decades of experience serving clients who have complex needs. A team of professionals, guided by an experienced wealth manager, supports client relationships and helps translate values and perspectives into actionable plans.

Five core values guide its client relationships: expertise, personalized solutions, independence, innovation, and lifelong relationships. The client base includes business owners, entrepreneurs, corporate executives, physicians, and other professionals, as well as women in transitional life stages. The firm also has expertise in designing and managing retirement plans for businesses and professional firms.

Atlanta Financial Global Highlights

North America
12

United States Of America
12

Atlanta Financial's Leadership

A. K.
Associate
Mobile Phone
Email
K. B.
Client Services Associate
Mobile Phone
Email
M. P.
Associate Advisor
Mobile Phone
Email

Contact profiles from Atlanta Financial

Name

Title

Contact

Location

Last Update

A. K.
Associate
Mobile Phone
Email
Oct 23, 2024
K. B.
Client Services Associate
Mobile Phone
Email
Sep 13, 2024
M. P.
Associate Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Atlanta Financial known for?

Atlanta Financial was founded in 1992 operates in the Financial Services industry. Explore Atlanta Financial's company overview page for more information.

What is Atlanta Financial's most common email format?

Atlanta Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atlanta Financial email formats with LeadIQ.

How many employees does Atlanta Financial have currently?

Atlanta Financial has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Atlanta Financial's key employees and leadership?

As of July 2026, Atlanta Financial's key employees include:

Associate: A. K.
Client Services Associate: K. B.
Associate Advisor: M. P.

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Atlanta Financial Employee Directory

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