Cahaba Wealth Management Inc. is named after the Cahaba River in the southeastern United States, and our logo draws inspiration from its native flower the unique and protected Cahaba lily. Our vision is to help clients preserve and grow wealth by combining customized financial planning and investment management of the highest quality. We take pride in offering exceptional service tailored to each client’s individual needs.
Cahaba Wealth Management Inc. is an independent, fee only Investment Advisory and Wealth Management firm with offices in Atlanta and Birmingham. It was founded in 2009 to work with corporate executives, high net worth individuals and business owners to craft a highly personalized long-term plan to achieve their financial and personal goals. On select occasions we may also provide investment consulting services to institutional clients. In this short amount of time Cahaba has grown to over $300 million in Assets Under Management, and has assembled a staff with over 75 years of combined experience. We are proud to say our employees hold some of the most prestigious designations in the industry, such as the Chartered Financial Analyst, Certified Financial Planner. All of our employees are professionally, ethically and morally bound to always act in the clients best interest, and our success as a firm is a testament to this philosophy.
We are registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor, and are a member of the North American Financial Planning Association.