Why Us
At Prime Point Financial, we take pride in being a leading financial planning firm based in Atlanta, GA. We cater to affluent families, business owners, and decision-makers across the country, offering customized ideas, investments, and insurance solutions that align with their unique needs and priorities.
Our clients rely on our expert advisors to provide tailored strategies and comprehensive planning that help them achieve their financial objectives. We offer a broad range of services, including estate and legacy planning, tax considerations, gifting strategies, asset allocation, cash flow management, business planning, and more.
Our multi-generational team is dedicated to working alongside multi-generational clients, delivering an unrivaled experience that includes holistic financial planning. We believe in full comprehensive planning, covering insurance needs, estate planning, and investment advisory services.
As a part of the Northwestern Mutual family, we are backed by the history, resources, and integrity of one of the most respected names in the industry. Our goal is to provide comfort throughout life’s every turn, offering the extensive resources of the Northwestern Mutual Wealth Management Company within the intimate setting of a boutique firm.
Our team of highly qualified professionals has years of experience and competitive expertise, so you can trust us to guide your financial planning with confidence and care.
Our Values
We're at the forefront of financial strategies, innovating and adapting to ensure your journey is marked by groundbreaking solutions and forward-thinking approaches.
Our commitment goes beyond service – it's about dedicating ourselves to your financial well-being, ensuring every step is purposeful and aligned with your aspirations.
Prime Point Financial stands as a symbol of integrity, upholding the highest ethical standards in every interaction and financial decision.
We believe in the power of partnership, collaborating with you to build a resilient, enduring financial plan that evolves with your life's journey.
We're at the forefront of financial strategies, innovating and adapting to ensure your journey is marked by groundbreaking solutions and forward-thinking approaches.
Our commitment goes beyond service – it's about dedicating ourselves to your financial well-being, ensuring every step is purposeful and aligned with your aspirations.
Prime Point Financial stands as a symbol of integrity, upholding the highest ethical standards in every interaction and financial decision.
We believe in the power of partnership, collaborating with you to build a resilient, enduring financial plan that evolves with your life's journey.