Insights

Target Client Base Johns Creek Financial primarily serves successful business owners, families, and individuals preparing for retirement, offering tailored financial planning solutions that could benefit from advanced wealth management and estate planning services.

Growth Potential With a revenue range of one to ten million dollars and a relatively small team, the firm can be a prime candidate to adopt scalable financial technology and expand service offerings to attract and serve more high-net-worth clients.

Technology Adoption The company's current tech stack includes cloud-based services and client engagement tools like Font Awesome, Google Cloud, and jQuery, which present opportunities to enhance digital marketing and virtual advisory capabilities for broader reach.

Market Differentiation Given the competition from large firms with extensive resources, Johns Creek Financial can leverage personalized, face-to-face or virtual meetings to emphasize its boutique, client-centered approach as a key differentiator in marketing efforts.

Partnership Opportunities Collaborating with fintech firms or legal and tax advisory services could open additional revenue streams and improve comprehensive planning offerings, appealing to clients seeking integrated financial solutions.

Johns Creek Financial Tech Stack

Johns Creek Financial uses 8 technology products and services including Font Awesome, Google Cloud, TweenMax, and more. Explore Johns Creek Financial's tech stack below.

  • Font Awesome
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • TweenMax
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Polyfill
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Adobe Fonts
    Web Fonts

Media & News

Johns Creek Financial's Email Address Formats

Johns Creek Financial uses at least 1 format(s):
Johns Creek Financial Email FormatsExamplePercentage
First@johnscreekfinancial.comJohn@johnscreekfinancial.com
50%
First@johnscreekfinancial.comJohn@johnscreekfinancial.com
50%

Frequently Asked Questions

Where is Johns Creek Financial's headquarters located?

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Johns Creek Financial's main headquarters is located at 5400 Laurel Springs Parkway, Suite 1302. The company has employees across 1 continents, including North America.

What is Johns Creek Financial's official website and social media links?

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Johns Creek Financial's official website is johnscreekfinancial.com and has social profiles on LinkedIn.

What is Johns Creek Financial's NAICS code?

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Johns Creek Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Johns Creek Financial have currently?

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As of December 2025, Johns Creek Financial has approximately 12 employees across 1 continents, including North America. Key team members include Managing Partner And Financial Advisor: B. M.Managing Partner And Financial Advisor: B. M.Managing Partner: M. H.. Explore Johns Creek Financial's employee directory with LeadIQ.

What industry does Johns Creek Financial belong to?

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Johns Creek Financial operates in the Financial Services industry.

What technology does Johns Creek Financial use?

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Johns Creek Financial's tech stack includes Font AwesomeGoogle CloudTweenMaxRequireJSjQueryPolyfillLodashAdobe Fonts.

What is Johns Creek Financial's email format?

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Johns Creek Financial's email format typically follows the pattern of First@johnscreekfinancial.com. Find more Johns Creek Financial email formats with LeadIQ.

When was Johns Creek Financial founded?

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Johns Creek Financial was founded in 2002.

Johns Creek Financial

Financial ServicesGeorgia, United States11-50 Employees

We are a comprehensive Financial Planning and Wealth Management practice in the North Atlanta Metro.  If you have a busy life or simply need help organizing assets and other financial needs – that’s our specialty.   We take pride in the ease of doing business, providing independent products with ongoing guidance, and offering face-to-face or virtual meetings for people on the move.  Our clients consist primarily of successful business owners, families, and individuals preparing to retire.  We’ll help you answer the big questions, such as:

•	What is a realistic retirement age?            
•	How much is truly enough and will I run out of assets?
•	How do I protect what I've earned?
•	What are the best choices for my employer's retirement program?      
•	How much will college realistically cost?
•	How and when should I exercise my stock options?
•	How do I get income from my assets?
•	How do I efficiently transfer wealth to my kids or charity?

Feel free to contact mike@johnscreekfinancial.com to chat about what direction you would like to take and what's most important to your long-term success.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. (www.finra.org (www.finra.org)) (www.sipc.org (www.sipc.org)) Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Johns Creek Financial is not affiliated with Kestra IS or Kestra AS. Kestra AS, Kestra IS, and Johns Creek Financial do not provide tax or legal advice.

https://www.kestrafinancial.com/disclosures

This information is published for U.S. residents only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents in states and jurisdictions where properly registered.  For additional information, please contact the Kestra Compliance Department at 737-443-2582.

Section iconCompany Overview

Headquarters
5400 Laurel Springs Parkway, Suite 1302
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Johns Creek Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Johns Creek Financial's revenue is estimated to be in the range of $1M$10M

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