Persium Group Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Persium Group is a financial services firm based in Atlanta, Georgia that provides strategic wealth advisory to business owners, retirement plan committees, and individual investors. The company organizes its services into teams focused on wealth management for business owners, wealth management for individual investors, retirement plan oversight, and exit planning for business owners. It supports business owners with a proprietary Owner to Investor framework designed to help wealth be invested outside the company, both before and after an exit.

For individual investors, Persium offers fee-only wealth management tailored to long-term goals, while its retirement plan work is carried out through CoVerity, a program that advises retirement plan committees and acts as a plan co-fiduciary to support compliance and participant outcomes. Exit planning is provided through NAVIX to guide owners through successful exits. The firm operates under Persium Advisors, LLC, a registered investment adviser, and a recent development includes the appointment of a Chief Revenue Officer in January 2026.

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