Johns Creek Financial Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Johns Creek Financial is a financial planning and wealth management practice based in Johns Creek, Georgia, serving the North Atlanta metro area. It supports busy individuals, families, and business owners in organizing assets and managing a broad range of financial needs through comprehensive planning and ongoing guidance. Clients can choose between in-person meetings and virtual sessions to fit their schedules. Securities are offered through Kestra Investment Services and investment advisory services are provided through Kestra Advisory Services, with Johns Creek Financial not affiliated with either entity. The firm emphasizes independent product choices and ongoing guidance, while noting that it does not provide tax or legal advice and focuses on questions around retirement timing, asset protection, education costs, and wealth transfer.

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