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.

Your Atlanta Team
Al Meadows
MBA, CFP®
Senior Wealth Advisor
Alexis Maafoh
CFP®, CDFA®
Wealth Advisor
Alfredo Mesa
CFP®
Wealth Advisor
Andre Rivers
Client Service Associate
Anna Katherine (AK) Davis
CFP®
Wealth Advisor
Asher Hannah
JD
Wealth Advisor
Brendan Treanor
Associate, Business Development
Cameron Starr
Wealth Advisor
Colton Dixon
Client Service Associate
Craig Hemenway
Strategy Advisor
Cynthia Nickelson
CFP®
Director, Client Experience & Client Service Manager
Diane Yost
Client Relationship Specialist
Dylan Greer
CFP®
Wealth Advisor
Gabi Kong
Client Service Manager
Gregory Fink
Senior Managing Director, National
Jackie Higgenbotham
Client Service Manager
James Underwood
CFP®, CPA
Wealth Advisor
Jason Hemsley
CFP®, M.TX
Wealth Advisor
Jay Bowen
CFP®, ChSNC®
Wealth Advisor
Jeffrey Cohen
CPA, PFS
Wealth Advisor
Jennifer Jones
CPFA, CFP®, CDFA®
Wealth Advisor
Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
Joshua Swartz
CFP®
Wealth Advisor
Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
Kay Bardele
Client Experience Associate
Kaylee Connelly
Associate, Business Development
Kendall Otterlee
Client Service Manager
Landon Rogers
CFP®
Wealth Advisor
Lauren Haisfield
Client Service Associate
Lexie Elwell
Client Service Manager
Logan Brooks
Client Service Associate
Madison Rutherford
Client Service Associate
Meghan Hogan
CFP®
Client Service Manager
Melissa Keiss
Wealth Advisor
Michelle Kruger
Ph.D., CFP®
Director, Financial Planning
Naima Egal
Client Service Manager, CSM Team Lead
Nicole Caron
CFP®, CDS®
Senior Financial Planner
Scott Rutherford
CPA, CFP®
Wealth Advisor
Scott Schaefer
CFP®
Associate Wealth Advisor
Sean Quigley
MBA, CIMA®
Managing Director, Southeast
Stephanie Jackson
CFP®
Associate Wealth Advisor
Wade Buffington
CFP®
Wealth Advisor
Jay Sammons
CFA®
Director, Opportunistic Strategies
Lawrence Lee
CFA®
Portfolio Manager
Parker Lack
Client Service Associate
Robert Bazan
CIPM, CAIA®
Analyst, Portfolio
Todd Jones
MBA, CAIA®
Chief Investment Officer (Gratus)
Yali Qin
Portfolio Administrator
Zachary Lepore
Associate Wealth Advisor
Meghan Bynum
Client Service Manager
Enjoy some of our latest resources
August 05, 2025
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
Watch the videoAugust 04, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.
Listen to the podcastAugust 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
Read the article