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
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.
John Hanson (CRD# 5962984) is an Investment Advisor Representative working at Riverstone Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Riverstone is an independent, fee-only Registered Investment Advisor.
John joined Riverstone in 2012 and is currently the Co-Chief Investment Officer and Portfolio Manager. An engineering graduate of the Georgia Institute of Technology, John brings a keen analytical eye to investment opportunities and financial planning scenarios. John is a CFA Charterholder.
Michael Edmondson (CRD# 2552747) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Morrow, GA and has over 22 years of experience in the finance industry. Michael Edmondson has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Berger Wealth Management, LLC, is a fee-only financial planning firm located in Peachtree City, GA. The firm serves Atlanta and the surrounding counties.
Carol Berger, CFP®, is the sole owner and has been in the financial planning industry for 10 years. Carol offers a Wealth Management service as well as an Investment Management service. She works with individuals and couples - both traditional and non-traditional. Carol also provides investment management for trusts and non-profit organizations.
If you are looking for a large firm with fancy offices, then Berger Wealth Management isn't...
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.