Wealth Management Services for Atlanta
Minerva Planning Group is a wealth management firm based in Atlanta, Georgia. Our experienced financial advisors work with clients across Atlanta and beyond. Whether you are planning for retirement or navigating the best investment strategies, our wealth management firm is committed to helping you make informed decisions. By choosing a local wealth management group in Atlanta, you’ll gain access to customized, strategic financial guidance. Our Atlanta-based wealth management solutions include:
- Financial Planning: Customized financial guidance for today and tomorrow
- Estate Planning: Trustworthy support to manage the future of your assets
- Investment Management: Strategic market analysis and portfolio design
- Retirement Planning: Individualized plans based on your values
- Insurance Planning: Risk management to support your needs
- Tax Planning: Strategic tax planning to reduce liabilities
The first step is to book a complimentary consultation with our team. We’ll discuss your short term and long term priorities and work to establish the right wealth management services for your needs.
Tailoring Wealth Management Tools to Your Needs
We believe that developing wealth management strategies is a collaborative process. You may find that your needs change over the years.Our Atlanta wealth management team is committed to creating customized financial plans that are tailored to your goals. Our clients benefit from a range of wealth management tools including:
- One-on-one meetings with your financial advisors
- Written financial plans that reflect your assets and objectives
- Savings and investment strategies in line with your goals
Our process starts with an in-depth review of your cash flow, assets, short-term goals, long-term vision, and potential risks. From there, our financial advisors will draft a detailed financial plan to help meet your objectives. The plan will combine savings goals, timelines, investment guidance, and an analysis of benefits or social security payouts. Every plan incorporates strategies to handle risks and market fluctuations. Our wealth management services also include meetings with your financial advisors in Atlanta to ensure your goals are on track.
Book a free consultation with our team or read more about how to find the best financial advisor for you.
Who We Work With
Our wealth management advisors in Atlanta support a diverse range of clients. From federal employees planning retirement to experienced investors, our wealth management services can be customized to address unique needs. Many of our clients fall into one or more of the below categories:
- Individuals Approaching Retirement
- Families
- Federal Government Employees
- Atlanta’s Emory University Employees
Not sure where to start? Get in touch with our team here or review our blog for the latest insights and market analysis. If you are a federal employee, take advantage of our free ebook on navigating your pension and additional benefits.
About Us
Minerva Planning Group is an independent wealth management firm in Atlanta, Georgia. As Georgia’s first fee-only financial advising firm, our goal is to provide customized, unbiased wealth management strategies that serve our clients. As a fiduciary firm, we put your best interests first. Read more about who we work with or contact us for additional information about our process.