Second Half Strategies, LLC is a fee-only Registered Investment Advisor (RIA) based in Atlanta, Georgia. The firm operates under a fiduciary standard, legally and ethically bound to act in their clients' best interests. Their services focus on comprehensive financial planning and discretionary investment management, with a specialty in serving clients who are in the "second half" of their lives—typically those planning for, transitioning into, or living in retirement. The company was founded to provide personalized, conflict-free advice to help clients navigate their financial future with confidence.

Founded in

United States