Broker Check

About Us

We're Passionate About You

Southbridge Advisors was founded with the goal of providing unbiased advice aligned with each client’s unique needs.

Our Primary Purpose

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.

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

     QPFC® - Qualified Plan Financial Consultant®

     AIF® - Accredited Investment Fiduciary®

     CRPS® - Chartered Retirement Plan Specialist®

Client Centered

Additionally, we believe in paying forward by devoting volunteer time and resources to support local area community, national charitable causes, 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

Have a Question?

Thank you!