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VerifiedInvestment Management· Founded 2008

Buckhead Wealth Management

Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia. We pride ourselves on providing personalized financial information to affluent families, individuals and businesses. Our team focuses on creating an asset allocation strategy for each of our clients that fits into their holistic financial picture. We provide access to investment management, risk management, insurance needs analysis, cash flow analysis, retirement planning, and tax planning and management. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Buckhead Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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HeadquartersAtlanta, United StatesEmployees4(1 to 10)Annual revenue<$1MFounded year2008Websitebuckheadwealth.comLinkedIn profileLinkedIn

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  • 1lpl registered operations manager
  • 1marketing director marketing analytics & strategy lead
  • 1president wealth advisor
  • 1summer analyst

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