Liquid Strategies LLC

Based in Atlanta, GA, I'm fortunate to serve women and their families located across the country. I even have a client who is citizen and resident of Japan. As a financial advisor, much of my work revolves around money and finance, but the ultimate goal of my advice is to help my clients live a wonderful life without regret.

Modera Financial Advisors is a fee-only wealth management firm based in Atlanta, Georgia, known for its personalized approach to financial planning and investment management. The firm specializes in a range of services, including comprehensive financial planning, estate trust planning, retirement planning, and tailored solutions for various clients such as business owners, families, retirees, and individuals navigating life events. Committed to putting client interests first, Modera emphasizes a fiduciary standard backed by a team of experienced financial professionals. Recognized by Barron's as one of the Top 100 RIA Firms, Modera offers meticulous financial guidance accompanied by a warm, human touch, ensuring clients receive both expert advice and a supportive partnership. Generated from the website

Mercer Advisors is a comprehensive wealth management firm that aims to alleviate monetary worries for families by providing tailored financial solutions. Leveraging an in-house team of planners, investors, tax specialists, and estate professionals, they create unified financial strategies designed to meet individual client needs. With over 360 advisors and a commitment to serving their clients' best interests, Mercer Advisors combines boutique service with national capabilities. Their diverse offerings extend across financial planning, investment management, estate planning, and specialized services for various professions and life stages. Generated from the website