At 49 Financial’s Atlanta office, we believe that financial planning should empower you to focus on what truly matters: doing what you love with the people you cherish. Founded on the principle that “two are better than one,” our team is committed to building strong, values-based partnerships with each client. We make it our mission to simplify the complex world of finance, providing you with personalized guidance so that you can pursue your dreams with clarity and confidence.
Our partnership with Charles Schwab & Co., Inc., as our primary custodian, allows us to offer a robust range of investment products and services, backed by powerful technology and dedicated support. From retirement and education accounts to charitable giving options, our clients benefit from a full array of investment opportunities—including stocks, bonds, mutual funds, ETFs, and more.
At 49 Financial, we take the time to understand your unique goals and life aspirations. Whether you’re planning for your children’s education, saving for that dream vacation, preparing for the unexpected, or envisioning a fulfilling retirement, we are here for you every step of the way. Our team is dedicated to helping you make informed decisions about your finances, ensuring that you’re equipped to face each phase of life with confidence and peace of mind. With 49 Financial, you’ll have a trusted partner guiding you on the journey to financial freedom and fulfillment.
