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®
Wealth Advisor
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Alfredo Mesa
CFP®
Wealth Advisor
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Andre Rivers
Client Service Associate
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Anna Katherine (AK) Davis
CFP®
Wealth Advisor
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Asher Hannah
JD
Wealth Advisor
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Brendan Treanor
Associate, Business Development
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Cameron Starr
Wealth Advisor
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Colton Dixon
Client Service Associate
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Craig Hemenway
Strategy Advisor
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Cynthia Nickelson
CFP®
Director, Client Experience & Client Service Manager
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Diane Yost
Client Relationship Specialist
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Dylan Greer
CFP®
Wealth Advisor
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Gabi Kong
Client Service Manager
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Gregory Fink
Senior Managing Director, National
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Jackie Higgenbotham
Client Service Manager
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James Underwood
CFP®, CPA
Wealth Advisor
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Jason Hemsley
CFP®, M.TX
Wealth Advisor
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Jay Bowen
CFP®, ChSNC®
Wealth Advisor
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Jeffrey Cohen
CPA, PFS
Wealth Advisor
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Jennifer Jones
CPFA, CFP®, CDFA®
Wealth Advisor
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Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
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Joshua Swartz
CFP®
Wealth Advisor
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Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
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Kay Bardele
Client Experience Associate
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Kaylee Connelly
Associate, Business Development
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Kendall Otterlee
Client Service Manager
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Landon Rogers
CFP®
Wealth Advisor
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Lauren Haisfield
Client Service Associate
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Lexie Elwell
Client Service Manager
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Logan Brooks
Client Service Associate
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Madison Rutherford
Client Service Associate
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Meghan Hogan
CFP®
Client Service Manager
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Melissa Keiss
Wealth Advisor
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Michelle Kruger
Ph.D., CFP®
Director, Financial Planning
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Naima Egal
Client Service Manager, CSM Team Lead
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Nicole Caron
CFP®, CDS®
Senior Financial Planner
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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®
Managing Director, Southeast
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Stephanie Jackson
CFP®
Associate Wealth Advisor
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Wade Buffington
CFP®
Wealth Advisor
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Jay Sammons
CFA®
Director, Opportunistic Strategies
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Lawrence Lee
CFA®
Portfolio Manager
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Parker Lack
Client Service Associate
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Robert Bazan
CIPM, CAIA®
Analyst, Portfolio
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Todd Jones
MBA, CAIA®
Chief Investment Officer (Gratus)
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Yali Qin
Portfolio Administrator
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Zachary Lepore
Associate Wealth Advisor
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Meghan Bynum
Client Service Manager
Enjoy some of our latest resources
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August 05, 2025
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
Watch the video -
August 04, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.
Listen to the podcast -
August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
Read the article