Wealth Management

Fordham Financial Services, Inc.

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3100 Five Forks Trickum Road
Suite 701
Lilburn, GA 30047

Robert Fordham, CFP, CPA, MBA

(770) 736-6854

Member Since 2000

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Ameriprise Financial-Suwanee

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350 Town Center Avenue
Suite 300
Suwanee, GA 30024

(678) 714-2036

Member Since 2008

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Reed Financial Group

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1300 Peachtree Industrial Blvd.
3216
Suwanee , GA 30024

(678) 442-0255

Member Since 2025

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Excelstra

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6555 Sugarloaf Pkwy Ste 307-222
Duluth, GA 30097

Eunicia Peret

404-593-3445

866-407-7927

Member Since 2022

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Bank of America Private Wealth/Private Bank

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3455 Peachtree Road NE, 16th Fl
GA7-024-16-02
Atlanta, GA 30326

Mark Adams

404-607-5911

Member Since 2017

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GER Loftin Wealth Advisors

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6470 E John's Crossing
Suite 230
Johns Creek, GA 30097

Derek Rackley

(678) 994-6448

Member Since 2024

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Smith + Howard Wealth Management

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271 17th Street, Northwest
Suite 2100
Atlanta, GA 30363

Marvin Willis

(404) 874-6244

Member Since 2016

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Team Nancy Du - Ashford Advisors

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900 Ashwood Parkway
Suite 400
Atlanta, GA 30338

Ms. Nancy Du

(770) 543-9709

Member Since 2024

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Sugarloaf Wealth Management, LLC

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2055 Sugarloaf Circle, STE 200
Duluth, GA 30097

(770) 985-5473

Member Since 2001

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