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533 Johnson Ferry Road
Suite 200
Marietta, GA 30068

Southbridge Advisors

770-436-4097 x.108

 

Southbridge Advisors

Managing Partner

770-436-4097 x.108
jerry@southbridgeadv.com


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