Atlanta
Discover personalized wealth management with Focus Partners Wealth, your Atlanta financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Atlanta
3535 Piedmont Rd NE
Building 14, 5th Floor
Atlanta, GA 30305
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the Peach State capital just minutes from Atlanta’s bustling downtown, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Atlanta Team
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Al Meadows
MBA, CFP®
Senior Wealth Advisor
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Alexis Maafoh
CFP®, CDFA®, TPCP®
Wealth Advisor
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Alfredo Mesa
CFP®, TPCP®
Senior Wealth Advisor
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Andre Rivers
Client Service Associate
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Anna Katherine (AK) Davis
CFP®
Senior Wealth Advisor
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Asher Hannah
JD
Senior Wealth Advisor
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Brendan Treanor
Business Development Associate
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Cameron Starr
Senior Wealth Advisor
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Colton Dixon
Associate Wealth Advisor
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Craig Hemenway
Strategy Advisor
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Cynthia Nickelson
CFP®
Senior Manager, Client Service
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Diane Yost
Client Service Specialist
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Dylan Greer
CFP®
Wealth Advisor
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Gregory Fink
Senior Vice President
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Hank McLarty
Vice Chair
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Jackie Higgenbotham
Client Service Lead
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James Underwood
CFP®, CPA
Senior Wealth Advisor
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Jason Hemsley
CFP®, M.TX
Senior Wealth Advisor
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Jay Bowen
CFP®, ChSNC®
Senior Wealth Advisor
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Jennifer Jones
CPA, CFP®, CDFA®
Senior Wealth Advisor
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Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
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Joshua Swartz
CFP®
Senior Wealth Advisor
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Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager
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Kay Bardele
Office Support Lead
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Kaylee Connelly
Business Development Lead
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Kendall Otterlee
Client Service Lead
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Khaleid Castelle
CFA®
Strategy Advisor
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Landon Rogers
CFP®
Senior Wealth Advisor
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Lauren Haisfield
Client Service Specialist
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Lexie Elwell
Client Service Lead
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Logan Brooks
Client Service Specialist
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Madison Rutherford
Client Service Specialist
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Meghan Hogan
CFP®
Client Service Lead
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Melissa Keiss
TPCP®
Wealth Advisor
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Michelle Kruger
Ph.D., CFP®
Director, Financial Planning
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Naima Egal
Client Service Manager
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Nicole Caron
CFP®, CDS®
Wealth Advisor
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Scott Rutherford
CPA, CFP®
Wealth Advisor
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Scott Schaefer
CFP®
Associate Wealth Advisor
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Sean Quigley
MBA, CIMA®
Regional Vice President
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Stephanie Jackson
CFP®
Associate Wealth Advisor
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Wade Buffington
CFP®
Senior Wealth Advisor
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Chris Clark
Portfolio Manager, Index Option Strategies
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Jay Sammons
CFA®
Director, Opportunistic Strategies
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Lawrence Lee
CFA®
Lead Portfolio Manager
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Parker Lack
Manager, Referral Channels
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Robert Bazan
CIPM, CAIA®
Senior Research Analyst, Chief of Staff
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Todd Jones
MBA, CAIA®
CIO, Proprietary Strategies
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Yoan Simbafo
Portfolio Trader
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Yali Qin
Portfolio Trader
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Zachary Lepore
Associate Wealth Advisor
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Meghan Bynum
Client Service Manager
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Bryan Bach
Regional Vice President
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Mike Dixon
CFP®
Regional Vice President
Enjoy some of our latest resources
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March 10, 2026
Why Rebalancing Matters: Keeping Your Portfolio on Track
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay focused on long-term goals, rather than short-term market swings.
Watch the video -
March 03, 2026
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.
Read the article -
March 02, 2026
Two-Minute Market Focus
With Iran dominating the headlines, what are some initial takeaways from the conflict in the Middle East? In this episode, Focus Partners’ Todd Jones dives into this topic along with midterm elections, performance trends, and correction/recession indicators.
Listen to the podcast