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Bryan Blair

Advisor at Wealth Partners, Inc.

Updated today
Wealth Partners, Inc. logo

Firm

Wealth Partners, Inc.

Location

Newnan, GA 30265

Credentials

CFP®, Series 63

Industry experience

32 years

About

Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

Client services

Based on Wealth Partners, Inc.

Financial planning Portfolio management Educational seminars or workshops Asset allocation services

Expertise

Based on Wealth Partners, Inc.

Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance General tax planning

Occupation focus

Based on Wealth Partners, Inc.

Self-Employed Retired

Fee options

Percentage

$0 - $250,000: 1.0% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $4,000,000: 0.55% $4,000,001 - $5,000,000: 0.50% $5,000,000+: Negotiable

Project-based

Senior Planner Partner: $175/hour; Junior Planner Partner: $125/hour; Administrative Services: $75/hour

Other

Minimum fee: Minimum annual financial planning fee is $500 Fee-only: Fee-only basis; no commissions or third-party compensation received.

Location

3229 Highway 34 East, Suite 102

Newnan, GA 30265

Most active in

Georgia

Work history

Multi Financial Securities Corporation

2004 - Present (22 years)

Wealth Partners, Inc.

2003 - Present (23 years)

First Newnan Insurance Group

2002 - Present (24 years)

Ebs Financial Services, Inc.

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Daniel J

Series 63, Series 66

Newnan, GA

FamilyRoot Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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Timothy S

CFP®, Series 66

Senoia, GA

Two Twelve Planning, Inc.

Wealth management Passive / index investing Active portfolio management

Andrew L

CFP®, EA

Peachtree City, GA

Vetworth

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

General tax planning College savings (529s, UTMA, etc.) Veterinarian Independent Contractor Women Professionals
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Kyle R

Series 65

Peachtree City, GA

Ridgeback Wealth Management

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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