Access strategies that are tailored to your needs and goals.
Gain peace of mind on how to navigate through your life transitions.
Engage in a transparent and open partnership that aligns with your values.
Your financial planning journey begins by reviewing goals with consideration of unique financial and emotional factors.
Understanding your goals and risk tolerance creates a foundation for a sound, diverse portfolio.
Simplify and secure a plan to control your personal affairs and distribution of wealth.
Remove the burden from identifying a competitive, comprehensive plan for your lifestyle.
Whether you are just beginning your investment journey, looking toward retirement or are finding your path, Financial Innovations is here to assist as your full-service financial planner. As your goals and needs evolve, our team is by your side with customized, strategic plans that fit your lifestyle with a focus on your long-term financial success. From wealth management, retirement planning, tax planning, estate planning, and financial planning–we are here to support every stage of your life.
Recently Voted the Best of The Best Self 2022 for Financial Planning/Services
Atlanta voters participated in this year's Best of the Best Self choice, to nominate and vote for their favorite business in a variety of categories. Financial Innovations won the Best of the Best in the category of Best Self 2022 in Financial Planning/Services. Best Self Magazine is not a client of Financial Innovations and no payment was made for this endorsement.
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Financial Innovations, LLC. Financial Innovations, LLC is not affiliated with Triad Advisors, LLC. Best of is a readers-choice award program promoted through Atlanta Best Media. Readers of this publication and the general public are able to nominate and vote for their favorite businesses. Financial Innovations, LLC has not paid or donated for any nominations or votes; all votes are voluntary.
ZUL Best of Perimeter is a readers-choice awards program promoted through the Dunwoody and Sandy Springs Crier newspaper. From 12/1/22 through 12/31/22, readers of the Crier Newspaper and general public could nominate their favorite businesses by entering the business name at bestofperimeter.com. The top businesses in each category (up to max of 5 businesses) advanced to the voting round 2/15/23 through 3/15/23, where readers of the Crier Newspaper and the general public could select their favorite businesses listed on the ballot.
All awards listed including but not limited to the Best Self, Atlanta Best Media, and Five Star Awards are readers-choice award program. Readers of these publications and the general public are able to nominate and vote for their favorite businesses. Financial Innovations, LLC has not paid or donated for any nominations or votes; all votes are voluntary.
The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than [insert percentage] of [insert number] wealth managers in the [insert city] area in [insert year].
Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.
Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client's evaluation.
The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm.