Inlight Wealth Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. The company provides tailored financial and investment planning services for high-net-worth families, drawing on more than 17 years of experience in designing and implementing complex strategies. It operates within the financial services industry as a fee-only advisory, emphasizing an open-architecture, transparent approach and a focus on preserving and growing clients’ wealth while simplifying their financial lives. Founded by Jason Joffe, Angie Dumler, and Ben Esser, InLight Wealth positions itself as a long-term, independent alternative to traditional tied-to-firm models, serving clients through a framework that supports long-term relationships. A notable recent development includes publicized investments in individual equities and exchange-traded funds, reflecting its active asset management activity. The firm is registered with the Securities and Exchange Commission and serves clients from its Atlanta location.

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