Marietta Wealth of Powder Springs

Marietta Wealth of Powder Springs is a wealth management firm in Powder Springs, Georgia. The firm provides comprehensive financial planning and tailored investment strategies, working with clients on wealth management, financial planning, and retirement plan services. Its financial planning work covers cash flow planning, retirement planning, estate and insurance planning, and college savings. For retirement plan services, the firm assists retirement plan administrators and named fiduciaries in designing and monitoring employer-sponsored retirement plans. Marietta Wealth operates as a fee-only advisory firm, compensated directly by its clients for the advice and services it provides. Clients work directly with a small team of advisors while drawing on the resources of the firm as a whole.

The firm builds plans around each client's life goals and reviews and updates those plans periodically to measure progress. New client relationships begin with an introductory meeting, followed by development of a detailed financial plan based on information gathered and discussed. Once a plan is finalized, it guides the development of an investment strategy for the client's managed portfolio, with ongoing monitoring and adjustments as needed. In building wealth, the firm favors diversified stock portfolios and pooled investment vehicles such as exchange-traded funds and mutual funds, looking for sustainable long-term revenue and earnings growth, durable competitive advantages, consistent and transparent cash flow, strong leadership, and attractive valuation. It also weighs a client's investment return expectations, time horizon, and risk tolerance when developing an investment strategy and asset allocation.

Marietta Wealth of Powder Springs is located on Sessions Street NW in Powder Springs, Georgia. The firm holds a 5.00 rating from the customers who have reviewed it.

For clients in and around Powder Springs weighing retirement timing, college costs, and long-term investment decisions, Marietta Wealth of Powder Springs pairs fee-only advice with a planning process built to be revisited as circumstances change.