Monthly Archives: August 2025

Cahaba Wealth Management Congratulates Charlotte Disley on Earning the CFP® Designation

8/2025

Charlotte Disley, CFP®

Cahaba Wealth Management is proud to announce that Charlotte Disley has officially earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Charlotte joined our Atlanta office in 2022 and now serves as an Associate Advisor, where she is dedicated to helping clients build confidence through personalized financial planning and clear, practical guidance. Achieving the CFP® designation reflects her commitment to professional excellence and to serving clients with the highest standard of care.

We are honored to celebrate Charlotte’s accomplishment and look forward to her continued contributions as a CFP® professional at Cahaba Wealth Management. Congratulations, Charlotte!

Cahaba Wealth Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Cahaba Wealth Management is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Content should not be construed as personalized investment advice. The opinions in this materials are for general information, and not intended to provide specific investment advice or recommendations for an individual. Content should not be regarded as a complete analysis of the subjects discussed. To determine which investment(s) may be appropriate for you, consult your financial advisor.

Recognition Rooted in Service: Cahaba Wealth Named a Top RIA in 2025

7/2025

Cahaba Wealth Management is proud to announce that we have been named one of America’s Top Registered Investment Advisors (RIAs) by Financial Advisor magazine, ranking #204 on the 2025 list. This recognition marks an exciting milestone for our firm and is a reflection of the trust our clients place in us — and the care with which we strive to serve them every day.

At Cahaba, we view financial advice as a service, not a product. Our mission is to serve families and institutions by providing customized financial planning and investment management. Every member of our team plays a role in delivering that mission with empathy, integrity, and a commitment to helping our clients make thoughtful decisions at every stage of life.

This recognition also highlights the strength of the relationships we’ve built with our clients. Our growth has been largely fueled by referrals and lasting connections, and we’re proud to have earned the confidence of families and individuals who trust us to help them navigate life’s most important financial decisions.

As we celebrate this milestone, we remain focused on what matters most: serving our clients with the same level of dedication, clarity, and care that brought us here.

We want to extend our heartfelt thanks to our incredible clients and team members for being part of this journey. We couldn’t have achieved this without you!

Cahaba Wealth Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Cahaba Wealth Management is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Content should not be construed as personalized investment advice. The opinions in this materials are for general information, and not intended to provide specific investment advice or recommendations for an individual. Content should not be regarded as a complete analysis of the subjects discussed. To determine which investment(s) may be appropriate for you, consult your financial advisor.