Broker Check

Wealth Management

Financial Innovations, LLC actively manages client investments. We suggest an asset allocation that ties into our clients’ Financial/Emotional Plan.

We work with our clients as a team, making custom recommendations on specific no-load mutual funds, exchange traded funds, stocks, structured equity CDs, corporate/municipal bonds, and other investments that fit their individual needs.

Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

 Five Star Best in Client Satisfaction Wealth Managers is awards after an independent survey of over 95,000 high net worth subscribers and residents in the Atlanta area and an additional 9,000 leaders of financial service industry companies. The survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer services, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.