Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Esther Latham (CRD# 4812002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hiram, GA and has over 13 years of experience in the finance industry.
Glenn Gilliard (CRD# 6517333) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Hiram, GA and has over 2 years of experience in the finance industry.
A fee-only Management Consulting, Investment Advisory, and Financial Planning firm
- Tax & Business Planning
- Management & leadership Consulting
- Financial, Estate, Tax, & Wealth Management
- Retirement Plan Design, Implementation, & Administration
Whether providing advice regarding tax, investments & wealth management, business structure & strategy, or retirement plan design ...
NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice
Matthew Fassnacht (CRD# 5935670) is an Investment Advisor Representative working at Meridian Investment Partners in Atlanta, GA and has over 15 years of experience in the finance industry.
Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (CFP®) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Curtis has 13 years of...
Brian Scott Sadler (CRD# 5146402) is the President and Chief Investment Officer of Boardwalk Capital Management, Inc., a Certified BCorporation based in Atlanta, GA. Sadler has nearly 30 years of experience in the investment management industry, including seven years as the lead manager of the Wachovia Emerging Markets Fund. Today, Boardwalk Capital Management is focused on providing competitive and impactful investment management services to high net worth investors across the nation.
Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor. He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA.