Mercer Advisors Wealth Management

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

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.

MSM Advisors is a trusted CPA firm located in Lawrenceville, GA, specializing in advisory, accounting, and tax services tailored for small and medium-sized businesses. Their experienced team provides strategic guidance to help clients maximize profits, minimize taxes, and secure financial stability through comprehensive business support. Focusing on personalized service, MSM Advisors assists businesses with cash flow management, asset protection, succession planning, and estate planning. Their commitment to leveraging technology enhances efficiency and allows clients to concentrate on growing their businesses while they handle the financial complexities. Generated from the website