About Us

We're Passionate About You

Southbridge Advisors was founded with the goal of providing unbiased advice and objective strategies aligned with each client’s individual needs. As an independent firm, we believe our decision-making independence helps you achieve financial independence. Without conflicts of interest or quotas to meet, your goals are our goals.

Southbridge Advisors is a team of seasoned investment professionals that thrives in providing personalized service. Our commitment to our clients never wavers. We are dedicated to helping individuals and businesses pursue their financial goals and plan for a strong financial future.

Over the years, executives, retirees, families, and businesses turn to our firm for thoughtful retirement and estate planning, investment and portfolio management, and corporate services such as 401k and cash management. Our clients enjoy the comprehensive resources and services one would expect from a large firm with the personal attention of a boutique practice. This balance has helped us achieve our goal of helping clients build their wealth and pursue peace of mind.

Our Atlanta, Georgia team of financial advisers, partners and financial planners is committed to staying up-to-date with the latest trends and industry changes. We work with other client trusted advisers to develop and implement comprehensive solutions. Our advisers and partners hold a number of specialized credentials and designations, including:

CFP^® - Certified Financial Planner™ Professional

CPA - Certified Public Accountant

QPFC^® - Qualified Plan Financial Consultant^®

AIF^® - Accredited Investment Fiduciary^®

CRPS^® - Chartered Retirement Plan Specialist^®

Additionally, our firm supports a number of community and national charitable 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

Big Brothers Big Sisters of Metro Atlanta

The Red Cross