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533 Johnson Ferry Road
Suite 200
Marietta, GA 30068

Southbridge Advisors

770-436-4097 x.108

 
Southbridge Advisors

Relationship-driven Advisors in Atlanta, Georgia

At Southbridge Advisors, everything we do is aimed to help our clients achieve their financial and personal goals and plan for a strong future. We work alongside families, professionals, retirees, widows, and businesses, guiding them through their financial milestones. 

We understand that everyone has different goals, depending on where they are in life and how they envision their future. We also believe that financial advice can take many forms. Whether it is comprehensive financial planning, investment management, 401k , retirement consulting, or estate planning, we tailor each service and solution to your unique needs.

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Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Social Security: Five Facts You Need to Know

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Split Annuity Strategy

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The Anatomy of an Index

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Good Health is Good Business

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Systematic Withdrawals in Retirement

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A Living Trust Primer

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The Financial Literacy Crisis

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Doubling Your Money

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Estimate how much you have the potential to earn during your working years.

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This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator helps estimate your federal estate tax liability.

Disability Income

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

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The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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