Elevation Point backs Atlanta wealth firm Hampton Bluff Capital Partners in latest minority stake investment deal ...

Bison Wealth, one of the fastest-growing registered investment advisory (RIA) firms in the United States, announced the launch of Bison Managed 401(k) at PowerMy401k.com, a new service that helps ...

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team "I am excited and honored to join Fiduciary Trust International’s Atlanta team," said Mr.

Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management.

NewEdge Wealth has expanded its leadership team in Atlanta with the appointment of two financial professionals, marking another step in the firm’s ongoing growth across the Southeast. Paul Izlar joins ...

The addition of two advisors to Stamford, Conn.-based NewEdge Wealth has enabled the firm to expand its presence in Atlanta, NewEdge announced today. Paul Izlar and Brendan Keelan have joined NewEdge ...

ATLANTA, Dec. 19, 2025 /PRNewswire/ -- Buckhead Wealth Management today released its 2026 Economic Outlook, highlighting several possible global and domestic trends that may shape financial markets in ...

RALEIGH, N.C., Oct. 29, 2025 /PRNewswire/ -- First Citizens Wealth today announced the appointment of Erin McCaskill as Director and Atlanta Market Leader. Based in Atlanta, she reports to Ethan Van ...

ATLANTA, Oct. 15, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Michael Dawkins as Market President in Atlanta, GA. In this role, he will oversee all aspects of the Wealth Management ...

The strategic partnership with Prehmus Financial, a wealth management firm with more than $900M in assets under management, expands BIP Wealth's presence across Metro Atlanta while pushing its assets ...