Find financial planners in Atlanta

It is my pleasure to welcome you to the CEI Financial Planning website. I encourage you to take a moment to explore the site and become more familiar with CEI, myself and my staff. This site is designed to provide our existing and future clients with useful information and updates. By working in close partnership with our clients we can better help

As an independent, fee-only registered investment advisor and financial planning firm, The Alder Financial Group helps financially established individuals build wealth and achieve lifelong goals. Our highly trained investment specialists, each having a differing area of expertise, combine for more than 50 years of investment experience. Our goal is

One of the keys to reaching your financial potential is to have an organized plan that identifies where you are, establishes goals, sets priorities, and outlines strategies to effectively and efficiently reach those goals. Not only is it important for your plan to be effective, but it should be also be tailored to meet your specific needs. We take

We are a financial management firm that provides personalized, fee-only planning and services to help our clients better understand, define and control their financial situation. Our experienced team offers personal attention and smart strategies for people as they manage all areas of their financial life, including investments, retirement, taxes, insurance

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators. As clients increasingly ask about investing their values, the ESG sector is facing calls for better data, more transparency and tighter regulation. A nonprofit research group compiled a growing list of products amid the question

See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021's price increases will last. If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation. This article discusses socially responsible investments that may enable the pursuit

Located in beautiful Atlanta, Georgia, Synergy Capital Management, LLC provides investment management, comprehensive financial planning and financial consulting services. Whether you need assistance with financial planning for retirement, your investment portfolio, funding for your children's education, reducing your taxes, insurance or estate planning

You are trying to do the best for your family. Yet, life can be full of twists and turns. For most, effective management is less about home-run rates of return and other financial jargon. More often the questions are "how do we keep more of what we earn?" and "how can we be more efficient with our resources so that we can do the things that we desire