John Atlas-Morgan Stanley

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

At LifePlan Financial Advisors, we get to know you to create a personalized plan that aligns with your goals. We guide, support, & adjust as needed-offering clear, ongoing advice to help you make confident, informed financial decisions. Securities & investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned & other entities and/or marketing names, products or services reference here are independent of Osaic Wealth.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Atlanta is here for you, serving downtown and surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.