Fast growing wealth advisory firm will open second office on July 1 on St...June 29, 2011
Atlanta Capital Group continues its strong growth by opening a new office on St. Simons Island July 1, to continue to serve the wealth advisory needs of coastal Georgia.
Founded in 2002, Atlanta Capital Group principals David Millican, Jeff Shaver and Jody Young have strategically grown the wealth management firm from $82 million in assets under advisement, to more than $635 million in 2011. Much of that growth has been driven by strategic acquisitions.
“We see a tremendous opportunity in St. Simons and Sea Island,” said David Millican, Atlanta Capital Group managing partner, who will be dividing his time between the firm’s Atlanta headquarters and the new office. “We feel we bring a unique and transparent platform that is unlike anything else in this area.”
Atlanta Capital Group brings an all encompassing approach to wealth management by combining investment strategies with financial planning. The firm has expertise in every area including tax planning, investment planning, retirement, insurance planning, education planning and estate planning.
As independent advisors, Atlanta Capital Group has access to a variety of investment vehicles; such as mutual funds, ETFs and alternative investments. Without the constraint of proprietary products and investment banking relationships, their advisors are able to work with clients to determine the best options for each unique financial situation.
“We see ourselves as the future of wealth management,” said Millican. “This expansion is the next phase in our own continued growth.”
About Atlanta Capital Group
Since 2002, Atlanta Capital Group has brought a combination of personalized investment and strategic, comprehensive financial planning to wealth management. The Buckhead-based independent firm serves high net worth individuals, foundations, endowments, and retirement plans and has more than $635 million in assets under advisement. For more information visit http://www.atlantacapitalgroup.com.
For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2011/6/prweb8604909.htm