Attend Wealth Inc.

Attend Wealth is an independent registered investment adviser in Midtown Atlanta that helps individuals, families, business owners, pre-retirees and physicians plan and grow their money. Its core work covers financial planning, investment management, retirement planning, tax planning, insurance and protection, and estate and legacy coordination, with physician financial planning as a specialty. The firm works from a single coordinated plan rather than separate products.

First meetings are a complimentary 30-minute conversation, held by video, by phone or in person in Midtown. Financial planning is a flat annual fee, and investment management is a tiered percentage of assets managed, with no account minimum. Client accounts are held in the client's own name at Charles Schwab, and the firm serves clients in other states where it is registered. Office hours are weekdays, with evenings and weekends by appointment, and visitor parking is available in the building garage.