Active
JOURNEY BEYOND WEALTH
Investment Advice|ROSWELL, GA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$226.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 226.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 290367 |
| SEC Number | 801-128161 |
| Street Address | 300 COLONIAL CENTER PARKWAY |
| Street Address 2 | SUITE 100 |
| Location | ROSWELL, GA 30076 |
| Country | United States |
| Phone | 678-331-7900 |
| Fax | 877-202-2230 |
| Total Employees | 5 |
Client Count by Type (90 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 46 |
| Individuals (other than H… | 44 |
Community Partners
CITY OF ALPHARETTA
CITY OF CHATTAHOOCHEE HILLS
CITY OF EAST POINT
CITY OF FAIRBURN
CITY OF JOHNS CREEK
CITY OF MILTON
CITY OF MOUNTAIN PARK
CITY OF NORCROSS
CITY OF PALMETTO
CITY OF ROSWELL
CITY OF SANDY SPRINGS
CITY OF UNION CITY
CITY OF ALPHARETTA
CITY OF CHATTAHOOCHEE HILLS
CITY OF EAST POINT
CITY OF FAIRBURN
CITY OF JOHNS CREEK
CITY OF MILTON
CITY OF MOUNTAIN PARK
CITY OF NORCROSS
CITY OF PALMETTO
CITY OF ROSWELL
CITY OF SANDY SPRINGS
CITY OF UNION CITY
CITY OF ALPHARETTA
CITY OF CHATTAHOOCHEE HILLS
CITY OF EAST POINT
CITY OF FAIRBURN
CITY OF JOHNS CREEK
CITY OF MILTON
CITY OF MOUNTAIN PARK
CITY OF NORCROSS
CITY OF PALMETTO
CITY OF ROSWELL
CITY OF SANDY SPRINGS
CITY OF UNION CITY
Municipal Government
12 Active
12
Organizations
ASSOC OF COUNTY COMMISSIONERS OF GA INTERLOCAL RISK MGT AGENCY
ATLANTA CITY HOUSING AUTHORITY
ATLANTA DEVELOPMENT AUTHORITY
ATLANTA REGIONAL COMMISSION
COLLEGE PARK BUSINESS AND INDUSTRIAL DEVELOPMENT AUTHORITY
COLLEGE PARK HOUSING AUTHORITY
DEVELOPMENT AUTHORITY OF FULTON COUNTY
EAST POINT CITY HOUSING AUTHORITY
FAIRBURN HOUSING AUTHORITY
FULTON COUNTY HOSPITAL AUTHORITY
FULTON COUNTY HOUSING AUTHORITY
FULTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
GEORGIA INTERLOCAL RISK MANAGEMENT AGENCY
HOUSING AUTHORITY OF THE CITY OF COLLEGE PARK
METRO ATLANTA RAPID TRANSIT AUTHORITY
METROPOLITAN ATLANTA JOINT DEVELOPMENT AUTHORITY
MIDDLE CHATTAHOOCHEE REGIONAL WATER AND SEWER AUTHORITY
NORTH FULTON REGIONAL RADIO SYSTEM AUTHORITY
NORTH FULTON WATER DISTRICT
PALMETTO HOUSING AUTHORITY
ASSOC OF COUNTY COMMISSIONERS OF GA INTERLOCAL RISK MGT AGENCY
ATLANTA CITY HOUSING AUTHORITY
ATLANTA DEVELOPMENT AUTHORITY
ATLANTA REGIONAL COMMISSION
COLLEGE PARK BUSINESS AND INDUSTRIAL DEVELOPMENT AUTHORITY
COLLEGE PARK HOUSING AUTHORITY
DEVELOPMENT AUTHORITY OF FULTON COUNTY
EAST POINT CITY HOUSING AUTHORITY
FAIRBURN HOUSING AUTHORITY
FULTON COUNTY HOSPITAL AUTHORITY
FULTON COUNTY HOUSING AUTHORITY
FULTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
GEORGIA INTERLOCAL RISK MANAGEMENT AGENCY
HOUSING AUTHORITY OF THE CITY OF COLLEGE PARK
METRO ATLANTA RAPID TRANSIT AUTHORITY
METROPOLITAN ATLANTA JOINT DEVELOPMENT AUTHORITY
MIDDLE CHATTAHOOCHEE REGIONAL WATER AND SEWER AUTHORITY
NORTH FULTON REGIONAL RADIO SYSTEM AUTHORITY
NORTH FULTON WATER DISTRICT
PALMETTO HOUSING AUTHORITY
ASSOC OF COUNTY COMMISSIONERS OF GA INTERLOCAL RISK MGT AGENCY
ATLANTA CITY HOUSING AUTHORITY
ATLANTA DEVELOPMENT AUTHORITY
ATLANTA REGIONAL COMMISSION
COLLEGE PARK BUSINESS AND INDUSTRIAL DEVELOPMENT AUTHORITY
COLLEGE PARK HOUSING AUTHORITY
DEVELOPMENT AUTHORITY OF FULTON COUNTY
EAST POINT CITY HOUSING AUTHORITY
FAIRBURN HOUSING AUTHORITY
FULTON COUNTY HOSPITAL AUTHORITY
FULTON COUNTY HOUSING AUTHORITY
FULTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
GEORGIA INTERLOCAL RISK MANAGEMENT AGENCY
HOUSING AUTHORITY OF THE CITY OF COLLEGE PARK
METRO ATLANTA RAPID TRANSIT AUTHORITY
METROPOLITAN ATLANTA JOINT DEVELOPMENT AUTHORITY
MIDDLE CHATTAHOOCHEE REGIONAL WATER AND SEWER AUTHORITY
NORTH FULTON REGIONAL RADIO SYSTEM AUTHORITY
NORTH FULTON WATER DISTRICT
PALMETTO HOUSING AUTHORITY
Special District
24 Active
24
Organizations
ATLANTA PUBLIC SCHOOLS
FULTON CO SCHOOL DIST
ATLANTA PUBLIC SCHOOLS
FULTON CO SCHOOL DIST
ATLANTA PUBLIC SCHOOLS
FULTON CO SCHOOL DIST
School District
2 Active
2
Organizations
100 BLACK MEN OF NORTH METRO ATLANTA INC
10Ten Project Inc
1776 Project IEC PA
1 MO QUESTION INC
1ST SENIOR VILLAGE OF GEORGIA INC
2ARK CHARITIES INC
2MYPLACE INC
2MYPLACE INC
2ND CHANCE ADDRESS INC
2ND STEP MINISTRIES INC
2 SISTERS MINISTRIES
3LS GLOBAL INC
3RE Inc
3 TS FOUNDATION INC
4 BRIGHTER FUTURES FOUNDATION INC
4TH QUARTER FOUNDATION INC
50S USA ALPINE CLUB INC
51 WAYS OF CHARITY INC
532 TAILWATER CHAPTER OF TROUT UNLIMITED
7 CORDS INC
100 BLACK MEN OF NORTH METRO ATLANTA INC
10Ten Project Inc
1776 Project IEC PA
1 MO QUESTION INC
1ST SENIOR VILLAGE OF GEORGIA INC
2ARK CHARITIES INC
2MYPLACE INC
2MYPLACE INC
2ND CHANCE ADDRESS INC
2ND STEP MINISTRIES INC
2 SISTERS MINISTRIES
3LS GLOBAL INC
3RE Inc
3 TS FOUNDATION INC
4 BRIGHTER FUTURES FOUNDATION INC
4TH QUARTER FOUNDATION INC
50S USA ALPINE CLUB INC
51 WAYS OF CHARITY INC
532 TAILWATER CHAPTER OF TROUT UNLIMITED
7 CORDS INC
100 BLACK MEN OF NORTH METRO ATLANTA INC
10Ten Project Inc
1776 Project IEC PA
1 MO QUESTION INC
1ST SENIOR VILLAGE OF GEORGIA INC
2ARK CHARITIES INC
2MYPLACE INC
2MYPLACE INC
2ND CHANCE ADDRESS INC
2ND STEP MINISTRIES INC
2 SISTERS MINISTRIES
3LS GLOBAL INC
3RE Inc
3 TS FOUNDATION INC
4 BRIGHTER FUTURES FOUNDATION INC
4TH QUARTER FOUNDATION INC
50S USA ALPINE CLUB INC
51 WAYS OF CHARITY INC
532 TAILWATER CHAPTER OF TROUT UNLIMITED
7 CORDS INC
Nonprofit Organization
2119 Active
2119
Organizations
Community Partners88 organizations
CITY OF CHATTAHOOCHEE HILLS
Municipal Government·CHATTAHOOCHEE HILLS
CITY OF JOHNS CREEK
Municipal Government·JOHNS CREEK
CITY OF NORCROSS
Municipal Government·NORCROSS
CITY OF PALMETTO
Municipal Government·PALMETTO
CITY OF ROSWELL
Municipal Government·ROSWELL
CITY OF SANDY SPRINGS
Municipal Government·SANDY SPRINGS
CITY OF UNION CITY
Municipal Government·UNION CITY
ATLANTA DEVELOPMENT AUTHORITY
Special District·ATLANTA
ATLANTA REGIONAL COMMISSION
Special District·ATLANTA
COLLEGE PARK BUSINESS AND INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·COLLEGE PARK
COLLEGE PARK HOUSING AUTHORITY
Special District·COLLEGE PARK
DEVELOPMENT AUTHORITY OF FULTON COUNTY
Special District·ATLANTA
FAIRBURN HOUSING AUTHORITY
Special District·FAIRBURN
FULTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·CALHOUN
GEORGIA INTERLOCAL RISK MANAGEMENT AGENCY
Special District·ATLANTA
HOUSING AUTHORITY OF THE CITY OF COLLEGE PARK
Special District·COLLEGE PARK
METROPOLITAN ATLANTA JOINT DEVELOPMENT AUTHORITY
Special District·DECATUR
MIDDLE CHATTAHOOCHEE REGIONAL WATER AND SEWER AUTHORITY
Special District·FAIRBURN
NORTH FULTON REGIONAL RADIO SYSTEM AUTHORITY
Special District·ATLANTA
NORTH FULTON WATER DISTRICT
Special District·ATLANTA
PALMETTO HOUSING AUTHORITY
Special District·NEWNAN
SOUTH FULTON MUNICIPAL REGIONAL WATER AND SEWER AUTHORITY
Special District·FAIRBURN
UNION CITY HOUSING AUTHORITY
Special District·NEWNAN
URBAN RESIDENTIAL FINANCE AUTHORITY OF THE CITY OF ATLANTA, GEORGIA
Special District·ATLANTA
100 BLACK MEN OF NORTH METRO ATLANTA INC
Nonprofit Organization·Roswell
10Ten Project Inc
Nonprofit Organization·Roswell
1776 Project IEC PA
Nonprofit Organization·ROSWELL
1 MO QUESTION INC
Nonprofit Organization·COLLEGE PARK
1ST SENIOR VILLAGE OF GEORGIA INC
Nonprofit Organization·NORCROSS
2ARK CHARITIES INC
Nonprofit Organization·Roswell
2MYPLACE INC
Nonprofit Organization·ROSWELL
2MYPLACE INC
Nonprofit Organization·ROSWELL
2ND CHANCE ADDRESS INC
Nonprofit Organization·College Park
2ND STEP MINISTRIES INC
Nonprofit Organization·Norcross
2 SISTERS MINISTRIES
Nonprofit Organization·ROSWELL
3LS GLOBAL INC
Nonprofit Organization·Roswell
3RE Inc
Nonprofit Organization·Roswell
3 TS FOUNDATION INC
Nonprofit Organization·Fairburn
4 BRIGHTER FUTURES FOUNDATION INC
Nonprofit Organization·East Point
4TH QUARTER FOUNDATION INC
Nonprofit Organization·Roswell
50S USA ALPINE CLUB INC
Nonprofit Organization·NORCROSS
51 WAYS OF CHARITY INC
Nonprofit Organization·ROSWELL
532 TAILWATER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·NORCROSS
7 CORDS INC
Nonprofit Organization·Milton
7TH INFANTRY DIVISION ASSOCIATION
Nonprofit Organization·Roswell
836 KINGDOM MINISTRIES INC
Nonprofit Organization·MILTON
911 MARY LANE INC
Nonprofit Organization·Roswell
98 6 DEGREES FOUNDATION INC
Nonprofit Organization·East Point
AARON B LACKEY MINISTRIES
Nonprofit Organization·FAIRBURN
ABBEVILLE C OF C S P I R I T
Nonprofit Organization·Fairburn
ABDUR RAHIM FAMILY FOUNDATION
Nonprofit Organization·ROSWELL
A Beautiful Creation Pantry Inc
Nonprofit Organization·College Park
ABSOLUTELY POSITIVE INC
Nonprofit Organization·Roswell
ACADEMY OF HOPE GLOBAL
Nonprofit Organization·COLLEGE PARK
ACADEMY PERFORMING ENSEMBLE INC
Nonprofit Organization·Roswell
ACCESSH2O
Nonprofit Organization·Roswell
ACCESS TO CREDIT COALITION INC
Nonprofit Organization·ROSWELL
ACCESS TO LAW INC
Nonprofit Organization·Norcross
A CHANCE BECAUSE OF DANCE INC
Nonprofit Organization·Roswell
A CHANGE OF HEART MINISTRIES
Nonprofit Organization·Roswell
ACT6 MISSIONS INC
Nonprofit Organization·ROSWELL
ACTIVE SENIORS ADVENTURES
Nonprofit Organization·Norcross
ACT TOGETHER MINISTRIES
Nonprofit Organization·Roswell
ACTUALIZING BELIEVERS INC
Nonprofit Organization·Roswell
ADAM A SMITH LEGACY SICKLE CELL FOUNDATION INC
Nonprofit Organization·ROSWELL
A DANCERS HEART INC
Nonprofit Organization·College Park
Adullam Ministries Incorporated
Nonprofit Organization·College Park
ADVANCING AUTHENTIC LEADERSHIP INC
Nonprofit Organization·Norcross
ADVOCATES FOR ATLANTAS CONTINUED PROGRESS INC
Nonprofit Organization·Roswell
ADVOCATES FOR SPECIAL CITIZENS
Nonprofit Organization·Fairburn
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·Roswell
AFRICAN ASSISTANCE NETWORK INC
Nonprofit Organization·Norcross
AFRICAN COMMUNITY CENTERS FOR UNITY AND SELF DETERMINATION
Nonprofit Organization·East Point
AFRICAN ORAL HEALTH ORGANIZATION INC
Nonprofit Organization·Roswell