11/2025

This November, we’re proud to celebrate 16 years of helping clients live with clarity and confidence in their financial lives.

From day one, our mission has been simple and steadfast: to serve as trusted partners in guiding thoughtful, values-based financial decisions through customized financial planning and investment management. Sixteen years later, that mission continues to drive everything we do — and as of December 31, 2024, we’re honored to manage over $1.6 billion in client assets.

At Cahaba Wealth Management, we believe our success begins and ends with people. Relationships are at the core of our culture: valuing the person first, communicating with empathy, and fostering teamwork, balance, and a sense of community in all we do.

We’re deeply grateful for our incredible team, whose dedication and heart make Cahaba what it is — and for our clients, who trust us to walk alongside them through each chapter of life.

Here’s to continued growth and many more years doing what we love!

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.