Wealth Management in Atlanta, GA

About Our Atlanta Office

Trusted wealth management & financial planning in Atlanta

At Cahaba Wealth Management, we provide personalized wealth management and financial planning services for individuals, families, and institutions in the Atlanta area and throughout the United States. As an independent investment advisory firm, we help clients make informed financial decisions with strategies custom tailored to their specific long-term goals.

Located in the heart of Midtown Atlanta, our office serves professionals, business owners, retirees, and multi-generational families seeking comprehensive financial guidance backed by experience, transparency, and a client-first philosophy.

Atlanta Office

Cahaba Wealth Management
1200 Peachtree Street NE
Suite 610
Atlanta, GA 30309

(404) 549-7678

What We Offer

Financial planning & investment services in Atlanta

Our Atlanta team works closely with local clients to develop customized strategies designed to preserve and grow wealth over time.

Comprehensive financial planning
Investment and portfolio management
Retirement planning
Tax-efficient investment strategies
Estate and legacy planning coordination
Risk management analysis
Institutional investment advisory services
Cash flow and wealth preservation planning

Service Area

Serving clients throughout metro Atlanta

Our Atlanta office proudly serves clients throughout the greater metropolitan area, including:

Midtown Atlanta
Buckhead
Sandy Springs
Brookhaven
Decatur
Alpharetta
Roswell
Marietta
Vinings
Dunwoody

Not in the Atlanta area? No problem. We assist clients throughout the United States via phone and virtual consultation. We also have offices in Birmingham and Nashville.

Find Us

Driving directions to our Atlanta office

From Downtown Atlanta

Take I-75/I-85 North toward Midtown. Exit onto 10th Street NE and continue east toward Peachtree Street. Turn left onto Peachtree Street NE. Our office is located near the intersection of Peachtree Street and 14th Street.

From Buckhead

Take GA-400 South to Sidney Marcus Boulevard, then continue toward Midtown via Piedmont Road and Peachtree Street. Our office is conveniently located in central Midtown Atlanta.

From Hartsfield-Jackson Airport

Take I-85 North toward Midtown Atlanta. Continue to Peachtree Street NE and follow signs toward Midtown. The office is approximately 20–25 minutes from the airport depending on traffic.

Why Cahaba

Why Atlanta clients choose us

At Cahaba Wealth Management, we believe financial planning should be highly personal and relationship-driven. As an independent firm, our recommendations are designed solely around your best interests — not commissions or proprietary products.

Fiduciary financial guidance
Personalized investment strategies
Long-term relationship management
Transparent communication
Independent advice focused on your goals
A collaborative and disciplined planning process

FAQ

Frequently asked questions

What does a fee-only wealth management firm mean?

A fee-only firm is compensated directly by clients rather than through commissions from financial products. This helps minimize conflicts of interest and keeps advice aligned with your goals.

Does Cahaba Wealth Management work with business owners in Atlanta?

Yes. We frequently work with entrepreneurs, executives, and business owners throughout Atlanta who need strategic investment management, retirement planning, and succession planning guidance.

Can Cahaba help with retirement planning?

Absolutely. We help clients create retirement strategies focused on income planning, investment management, tax efficiency, and long-term financial security.

Do you offer portfolio management services?

Yes. We provide customized portfolio management services designed around your risk tolerance, financial objectives, and time horizon.