Your Financial Planning Team

At Strategic Financial Management, we are obsessed with the client experience, and we are fully committed to walking not only the first but also the next mile to serve your wealth planning needs. Our business begins with investigating and making sense of your financial position; yet, the greater joy lies in getting to know you, your family, and your aspirations and dreams, so that we can help you attain the financial position that allows you to be fully vested in what matters most to you. We are grateful for the opportunity to add value to your life through the wealth planning  process, and look forward to working with you to help establish your family’s financial legacy.

Meet our National Team     Meet our Georgia Team