Who We Serve

Cahaba Wealth Management helps individuals, families and institutions who require comprehensive financial planning and wealth management services to help them prudently plan for and invest in their futures.

Individuals & Families

Many people worry at night if they are saving enough to support their lifestyle in retirement. That’s why our approach takes you through a personalized planning process to help you identify:

Your personalized, life-centric plan lets you view your wealth through your own life lens -- so you can see where you’re headed and feel confident about the future.


Business Owners

As a business owner, you need a team around you that can help support the full spectrum of your business and lifestyle needs. Our highly experienced team, including CERTIFIED FINANCIAL PLANNER (CFP®) professionals, CPAs, and a Chartered Financial Analyst (CFA®) can help bring your investments, cash flow, business assets and retirement goals together in a well-integrated, personalized plan.

We’ll help you answer important questions, such as:


Corporate Executives

Corporate executives have unique financial challenges. In many cases, your personal wealth is directly linked to the success of your company. Many corporate executives find their investment portfolios overweighted in employer stock and stock options. We know finding the time to manage these complexities of your financial life is difficult. 

With Cahaba Wealth Management’s personalized, client-centric approach, you’ll work closely with an experienced team of advisors to integrate your corporate benefits with your other investments. Using sophisticated financial planning tools, your team at Cahaba Wealth Management can uncover risks and opportunities you might never have known about before. With our unique perspectives focused on your personal balance sheet, you’ll gain greater insight and will be able to answer:


Institutions

Cahaba Wealth Management has a long tradition of serving institutional clients, from helping Corporate Executives with complex financial planning to reviewing your corporate retirement plan to strategically investing your firm’s assets for the future. Personalized client service and investment excellence is our guiding theme as we help your firm support its future goals and objectives.We’re here to help you answer:

I'm ready. Let's talk about my plan.
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