Who We Serve
Assisting Executives and Business Owners with All Aspects of Their Financial Lives
At Commonwealth of Atlanta LLC, our firm was founded specifically with small business owners and executives in mind. We have seen firsthand that, unless a company is making more than $20 million, these clients’ financial needs are often overlooked. Our goal is to serve as a resource and trusted guide for these clients. Bringing with us a wealth of knowledge, we work with sole proprietors, independent contract professionals, freelance entrepreneurs, and small and mid-sized businesses.
Our team has extensive experience working with businesses and we understand the challenges business owners and executives face. Often, these businesses don’t have their own human resources department and need help operating efficiently. They are looking for a team of professionals who can provide business and retirement strategies that will help their business grow.
We approach each retirement plan from the view of the business and of the employees. We offer a wide range of retirement services to clients, as well as assistance in areas of concern that matter most to them. As we understand managing a retirement plan is just one element of a strong business strategy, we also assist with tax reduction strategies, business evaluations, retention strategies, and more.
Additionally, we work with our business clients with their personal financial lives, from wealth management to retirement strategies. We believe this allows clients to better organize and integrate their financial and business strategies, with the simplicity of working with a single firm.