Aggregate Financial is an independent, fee-only wealth management firm based in Atlanta, Georgia. Registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC), the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its services are designed to integrate all aspects of a client's financial life, including investment management, retirement planning, tax strategies, and estate planning, to provide a holistic and personalized financial strategy.

Founded in

United States