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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Gabi Kong
Client Service Specialist
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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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Jeffrey Cohen
CPA, PFS
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
Client Service Associate
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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
Enjoy some of our latest resources
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November 10, 2025
Save More on Taxes: Planning Strategies to Review Before Year-End
Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.
Read the article -
November 04, 2025
Quarterly Perspectives: Wrapping Up Investment Trends in 2025
Watch the replay of our Quarterly Perspectives webinar featuring our senior investment strategists who unpacked the latest market trends. They covered what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.
Watch the video -
November 04, 2025
How Technology Is Shaping Investor Behavior
Investor behavior has shifted dramatically over the last 10–20 years—and it’s reshaping how markets work and investors’ returns. In this video, Focus Partners’ Kevin Grogan explores what’s driving these changes, the role technology plays, and how investors can stay disciplined and make smarter decisions in today’s fast-paced environment.
Watch the video