Trusted Advisors

Financial Services, Registered Investment Advisor

Atlanta, GA

123 Main St

Atlanta, GA 30305 Directions


4.9 out of 5

78 verified ratings

78 Ratings, 49 Comments

Jan 11, 2024
This team has my full trust and confidence.

Nov 7, 2023
This is by far one of the most patient and knowledgeable financial teams I have met. Their advice has been nothing but solid and the proof of that is in the performance of his recommendations.

Oct 24, 2023
When I began working with [REDACTED], my portfolio was a mess. They crafted a long-term strategy based on risk tolerance and clear objectives that allowed me to maximize opportunities and ultimately retire much earlier than anticipated. They continue to identify investment growth opportunities, saving me considerable time. They are always available to dig into the details should I desire. Their expertise allows me to enjoy retirement without worry about our portfolio's short- and long-term performance.

Sep 25, 2023
I trust Alex with my financial future because of the outstanding client experience he consistently delivers. He is a true professional.

Sep 4, 2023
Alex's passion for helping clients achieve their financial goals shines through in the client experience he delivers. He's simply the best in the business.

Aug 25, 2023
Alex's commitment to ensuring a smooth client experience is evident in every interaction. He's a true professional in the financial industry.

Aug 22, 2023
After our nearly 90 minute initial meeting where we discussed everything from life lessons to my children's financial future, it became obvious these guys are here for the right reasons. I've now recommended them to three coworkers, I know at least two have also switched to his services.

Jul 29, 2023
Alex's personalized approach creates a client experience like no other. He makes complex financial decisions feel straightforward and accessible.

Jun 30, 2023
I trust Alex implicitly with my financial future because of the exceptional client experience he consistently delivers. He is a true asset to his clients.

Jun 26, 2023
Alex provided comprehensive financial planning that exceeded my expectations. He's not just an advisor; he's a financial partner.

Jun 23, 2023
Alex's passion for finance is infectious. He motivates you to make sound financial decisions and achieve your long-term objectives.

Jun 21, 2023
Great experience working with this team.

Jun 20, 2023
The client experience with Alex is extraordinary. He takes the time to understand your unique goals and aspirations, making the journey enjoyable.

Jun 10, 2023
I've worked with Alex for years, and he consistently delivers excellent results. His commitment to his clients is second to none.

Jun 5, 2023
Alex's client-focused approach makes him a standout financial advisor. He takes the time to understand your financial goals and provides tailored guidance.

Jun 2, 2023
The client experience with Alex is extraordinary. He makes you feel heard, valued, and ensures your financial goals are on the right track.

May 24, 2023
I was hesitant to trust someone with my financial future, but Alex's transparency and professionalism put me at ease. He's been a great advisor.

May 7, 2023
Alex provides an exceptional client experience. His attention to detail and personalized approach make working with him a pleasure.

May 4, 2023
Alex's ability to make every client feel valued and important is unparalleled. He goes the extra mile to ensure a positive and memorable experience.

May 3, 2023
Working with Alex has been a delightful experience. His commitment to a positive client experience is evident in everything he does.

Apr 25, 2023
I've been a client of Alex for years, and I'm continually impressed by the outstanding client service he provides. He genuinely cares about my financial well-being.

Apr 8, 2023
The client experience with Alex is exceptional. He combines financial expertise with a personal touch, making every interaction enjoyable.

Apr 4, 2023
The exceptional client service that Alex provides is commendable. He ensures you are well-informed and comfortable with every financial decision.

Apr 3, 2023
Alex's client service is unparalleled. He goes above and beyond to ensure a positive client experience, and his expertise is second to none.

Apr 1, 2023
The level of client dedication that Alex demonstrates is truly admirable. He treats every client as if they are his top priority.

Mar 16, 2023
I'm very picky. I can be a difficult customer/client. I have always been completely satisfied with the advice and service I get with this amazing group.

Mar 16, 2023
I have been a client for years and have full confidence in this group. I would recommend them to anyone.

Mar 9, 2023
Alex is incredibly knowledgeable and genuinely cares about his clients' financial well-being. He's the best in the business!

Mar 6, 2023
Alex's commitment to providing an outstanding client experience is remarkable. He leaves no stone unturned in helping you achieve financial success.

Mar 3, 2023
Alex is more than just a financial advisor; he's a trusted partner in your financial journey. He ensures a seamless and stress-free client experience.

Feb 6, 2023
Listen well. Always reachable. Rational thinkers who instill confidence.

Feb 1, 2023
I can't thank Alex enough for the exceptional client service he provides. He is dedicated to making your financial journey as smooth as possible.

Jan 31, 2023
I've worked with many financial advisors, but Alex's client experience is exceptional. His clear explanations and genuine care make you feel confident.

Jan 31, 2023
Alex helped me get back on track after a financial setback. His expertise and guidance were instrumental in my recovery.

Jan 28, 2023
I can't recommend Alex enough for the exceptional client experience he provides. His dedication and attention to detail make all the difference.

Dec 21, 2022
Working with Alex has been a wonderful experience. His client-centered approach and genuine care for your financial success set him apart.

Dec 18, 2022
Alex's dedication to a positive client experience is evident from the very first meeting. His attention to your unique needs is remarkable.

Dec 13, 2022
This advisor group has always been very professional and knowledgeable. They always make sure I know what is going on in my accounts.

Dec 13, 2022
This team is amazing! I've worked with them for a long time and have always had a spectacular experience. When I have a question, I get an answer back almost immediately. They really and truly prioritize the client experience.

Dec 13, 2022
I just started working with this group and are I'm impressed by their process, software, and staff. I finally feel like I'm getting the financial advice I need to set myself up to accomplish my short and long term goals.

Dec 13, 2022
We have been with our financial planner for over a year. They have helped us with every financial question possible. They are a super group of people who legitimately want you to succeed.

Dec 13, 2022
Our advisor and is professional and a joy to work with

Dec 13, 2022
Professional, highly trained, highly experienced across cycles. Interview the decision makers to discover if this team + its disciplined investing style will diversify your portfolios.

Nov 29, 2022
The client experience with Alex is top-notch. His clear communication and transparency put you at ease throughout the financial planning process.

Nov 28, 2022
Great team providing trusted guidance, planning, and investing. Each team member is an expert and consummate professional, delivering excellent service. They look ahead for me, offer and explain the options, and spend time individually with me. If you aren’t working with them, give them a call!

Nov 28, 2022
I couldn't ask for more from my advisors. I had to dock them one star because parking at their office is always so difficult. Hopefully they can get that issue sorted out!

Nov 28, 2022
This is an excellent team with a wealth of experience. I've been impressed with how comprehensive their approach is - always keeping my needs and goals at the center of all decisions. Bravo!

Nov 27, 2022
Alex's ability to make clients feel at ease and valued is a testament to his dedication to providing an exceptional client experience.

Nov 18, 2022
Alex's investment advice has been spot-on. He's helped me grow my wealth steadily over the years. I highly recommend him.