
Joyn
money, wealth, and quality of life. The team at Joyn Advisors is committed to helping clients manage their money and 2019, Joyn Advisors had $1.38 billion in assets under management.

Waypoint Wealth Counsel
Counsel is a fee-only wealth management firm that provides clients with customized investment management and financial advice. We strive to. We offer a comprehensive suite of services including asset allocation, portfolio construction, retirement planning, tax planning, estate

Swerdlin
Swerdlin & Company is an Atlanta-based consulting firm that has been offering health and wealth management services to clients in the more than 40 actuaries, writers, administrators, and consultants who specialize in pension, retirement, and profit sharing plans. Swerdlin & Company