Bradley Martin and Margaret Wright founded MartinWright Advisory to serve ultra-high-net worth families, or those worth at least $30 million.

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin ...

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 ...

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 ...

Monogram Wealth Partners, an advisory firm overseeing more than $700 million in assets under advisement, has joined Arkadios ...

EP Wealth has acquired CornerCap Investment Counsel, an Atlanta-based firm with $1.1 billion in managed assets. It’s EP Wealth’s fourth deal this year and the second totaling more than $1 billion in ...

CHARLESTON, S.C. & ATLANTA--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”) and Catalyst Wealth Management (“Catalyst”) are excited to announce a partnership. The new DBA, Catalyst Apollon, ...

Merit Financial Advisors, which oversees more than $20 billion in client assets, has acquired Blueprint Wealth Advisors, a wealth management firm managing $1.2 billion in total assets. Atlanta-based ...

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.