Wealth Enhancement Group

Wealth Enhancement Group is a financial planner in Athens, GA, offering comprehensive wealth management services tailored to individual clients and business owners. The firm provides retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning, supported by specialized services such as trust management, employee retirement account management, tax preparation, and business owner consulting. Their team-based approach integrates expertise in tax, estate planning, and retirement to deliver personalized financial plans. Serving clients across 36 states, the firm maintains a strong presence in Athens through its office at 1550 Timothy Rd #102. It holds a 5.00 rating based on client reviews.

Wealth Enhancement Group was founded in 1997 by four financial professionals in Minneapolis who developed a team-based model to address the complexity of managing personal finances across multiple advisors. The firm emphasizes a plan-led investing approach, where financial strategies are built around clients’ life goals. It operates under the Roundtable™ model, a fiduciary team of specialists who collaborate to create integrated financial plans. The firm has been recognized as a top Mega RIA by Barron’s for seven consecutive years, including a ranking as #7 in the 2025 list, reflecting its sustained performance, client focus, and national reach.

The firm’s Athens office is located on Timothy Road, just a short distance from the Epps Bridge Parkway and near the Middle Oconee River and McNutt Creek. It sits within the Mansfield neighborhood, a few hundred meters from Windy Hill, and is situated along a major road connecting the city’s central districts.

Wealth Enhancement Group is known for its client-first philosophy, long-standing commitment to team-based financial planning, and consistent recognition in national rankings. Its reputation is built on a foundation of trust, collaboration, and a proven approach to managing wealth across generations. The firm continues to expand its services while maintaining a personalized, holistic strategy for clients in Athens and beyond.