Brighton Jones

Brighton Jones is a wealth management firm that offers holistic financial planning, investment management, tax advisory and retirement plan advisory. Its approach, which it calls the Personal CFO model, looks at a client's whole balance sheet, including all assets and liabilities, rather than investments alone. The firm also runs a trust company and a family office service for clients with more complex needs.

The Atlanta office is at 3424 Peachtree Road in the Buckhead area, and the firm also has offices in many other cities. Prospective clients can reach out through the website's contact form to share a few details about their goals and net worth range before setting up a conversation. The firm is a registered investment adviser and a Certified B Corporation.