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About Us


We're Passionate About Wealth Management

Wealth & Pension Services Group was founded nearly two decades ago with the goal of providing unbiased advice aligned with each client’s unique needs.

Without conflicts of interest or quotas to meet, your goals become our goals.

And, by offering a wide array of services and a holistic process, we are committed to what matters most to you; such as your family, building a career, managing a business, retirement, and financial peace of mind.

Click here to view our brochure.


Our Atlanta, Georgia-based team of financial advisers and financial planners is committed to staying up-to-date with the latest trends and industry changes. They also hold a number of specialized credentials and designations, including:

     CFP® - Certified Financial Planner™ Professional

     CPA - Certified Public Accountant

     CFA® - Chartered Financial Analyst®

     CMT® - Chartered Market Technician®

     AIF® - Accredited Investment Fiduciary®

     CDFA™ - Certified Divorce Financial Analyst™

     CRPS® - Chartered Retirement Plan Specialist®


Additionally, our firm supports a number of community and national charity and alumni organizations, including:

     Curing Kid's Cancer

     UGA Terry College Alumni Board

     Evergreen Society

     691 Society of East Lake Foundation

     Gridiron Society

     The Shepard Center

     The Red Cross

     OperationOpenArms.org