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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.

Find Atlanta Financial employees' phone numbers or email addresses

Atlanta Financial Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Atlanta Financial's Leadership

  • Associate at Atlanta Financial
    A. K.
    Associate
    Mobile Phone
  • Client Services Associate at Atlanta Financial
    K. B.
    Client Services Associate
    Mobile Phone
  • Associate Advisor at Atlanta Financial
    M. P.
    Associate Advisor
    Mobile Phone

Atlanta Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Atlanta Financial

Name
Title
Contact
Location
Last Update
  • Associate at Atlanta Financial
    A. K.
    Associate
    Mobile Phone
    Oct 23, 2024
  • Client Services Associate at Atlanta Financial
    K. B.
    Client Services Associate
    Mobile Phone
    Sep 13, 2024
  • Associate Advisor at Atlanta Financial
    M. P.
    Associate Advisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Atlanta Financial known for?

Minus sign iconPlus sign iconAtlanta Financial was founded in 1992 and 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?

Minus sign iconPlus sign iconAtlanta Financial employees' email format typically follows the pattern of FLast@atlantafinancial.com. 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?

Minus sign iconPlus sign iconAtlanta 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?

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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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