Tag Archives: ria

Sixteen Years Strong: Thank You for Being Part of Our Journey!

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.

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.