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®
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
Advisory Team Associate
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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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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
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®
Senior Associate 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®
Enjoy some of our latest resources
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January 12, 2026
The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards.
Watch the video -
January 12, 2026
How to Hire a Financial Advisor
While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust.
Read the article -
January 05, 2026
Two-Minute Market Focus
Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks.
Listen to the podcast