Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

Personal Financial Management Financial Advisors in North Atlanta

Are you living the life you want? Consult a local advisor about a personal and engaging approach to wealth management.

Speak with an Advisor Meet Our Team
Personal Financial Management Advisors Alpharetta, North Atlanta, GA

About North Atlanta Office

The United Capital North Atlanta office has operated in Atlanta since the early 1980’s. Prior to joining United Capital, our office was Professional Planning Associates. In recent years, our team began doing some self-evaluation to see if there are things we might do better or differently to enhance our clients’ experience. We determined that we could create more value for our clients by reshaping our structure and obtaining more investment, technology and financial planning resources on their behalf.

Out of this evaluation process came the opportunity to partner with United Capital, one of the fastest growing and most innovative financial advisory firms in the country. By joining forces with United Capital, we are better positioned to spend more time with our clients, hearing their needs and earning and retaining their trust.

We have valued our independence for over 30 years, yet now is the opportune time to join forces and share best practices nationally. We are fortunate to establish this partnership with a firm that shares our philosophies and principles and will bring the added tools and technologies needed to help us serve our clients even better into the future.

We are a full service financial planning firm who are committed to building and preserving your personal wealth for the things in life that matter most to you. Our priorities are to help you:

Achieving your financial success beings with clearly identifying what you want to accomplish and having a partner to help you get there. We start by seeking to understand your current financial resources and goals. Inherent in this process is the importance of understanding your values – your core beliefs that drive your decisions. By integrating these factors (resources, goals, values) we are then able to create a plan that will help lead to your financial success.

To learn more about our High-Net-Worth Services, please click here.

Our Personal Financial Management Team Location

2325 Lakeview Parkway, Suite 175
Alpharetta, GA 30009

Telephone: 678-680-6500
Facsimile: 470-235-3149

Get Directions

Meet Our North Atlanta Financial Advisor Team

Financial Advisor Services To Help You Live the Life You Want

At Goldman Sachs Personal Financial Management our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, which means something different for each person.

Learn More about Personal Financial Management
Personal Wealth Management Investing

Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

Start Free Exercise
Goldman Sachs Personal Financial Management

Goldman Sachs PFM Financial Insights

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

Want to speak with us now? Give us a call at 833-346-5433

Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.