533 Johnson Ferry Road,
Southbridge Advisors was founded 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.
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®
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
691 Society of East Lake Foundation
The Shepard Center
The Red Cross