About Our Atlanta Office

Our Atlanta office represents one of the region’s most substantial wealth management firms, with over 40 client-facing professionals. Offering a wide range of personalized wealth management capabilities, we focus on helping individuals and families manage transitions such as the sale of a business, divorce, death and the transfer of wealth. Our team has very little turnover and averages 20 years of industry experience.

Want to talk to someone from our Atlanta office?

Get in touch and put our experienced Atlanta based team to work on your behalf.


The Forum
3290 Northside Parkway, NW, Suite 950
Atlanta, GA 30327

View in Google Maps

Office Hours

Mon - Fri: 8:30 AM-5:00 PM ET


Office Phone: (678) 916-9376

Check Verifications & Banking Inquiries:
(800) 830-0549

Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631

Our Atlanta Team

Want to know more?

Chat with someone from our Atlanta office

Send us an email and we'll schedule a call that works for you.