SignatureFD

SignatureFD is a financial planner in Atlanta, Georgia. The firm provides financial advising, wealth management, investment advising, and retirement planning, and it also maintains an office in Charlotte, North Carolina. Its advisors work with a range of client communities, including executives, philanthropists, health professionals, legal professionals, women, entrepreneurs, professional athletes, veterinarians, and franchise owners. SignatureWomen serves women executives, women business owners, and women in life transitions. The firm holds a rating of 5.00 based on 3 reviews.

SignatureFD frames its work around four ideas: Grow, Protect, Give, and Live. It describes a Net Worthwhile approach, in which a client's goals shape a wealth blueprint built around those four areas. The firm organizes clients into seven client communities so that guidance can be matched to a specific set of needs. Its planning conversations address questions such as whether a client is focused on growing wealth and income or on protecting and enjoying it, comfort with investment risk, upcoming liquidity needs like buying a home or paying for college, confidence in insurance coverage, preparation for caring for a family member, plans for supporting causes and organizations, intentions around passing on an inheritance, and confidence about income and enjoyment in retirement.

The Atlanta headquarters is at 1230 Peachtree Street NE, Suite 1800. The office sits on Peachtree Street Northeast, steps from the Sabine Woman and Trilon public artworks and the Arts District Plaza, and about a tenth of a mile from The Castle.

SignatureFD has earned a 5.00 rating from the clients who have reviewed it, reflecting the confidence those clients place in the firm's advice and support.

Services:

• Investment Advisory Services
• Lifestyle Wealth Activation
• Personalized Financial Planning
• Philanthropic Giving Solutions
• Wealth Protection Strategies