Atticus Wealth Management

Robert Goggin is a financial advisor with Atticus Wealth Management in Roswell, GA, holding a Series 65 designation and 16 years of industry experience. He has been with Atticus Wealth Management since 2018 and previously worked at Wealth Management Advisors, LLC and Peachtree Capital Tax and Advisory, LLC. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a comprehensive investment approach that includes fundamental, quantitative, technical, and charting analysis, offering personalized portfolio management and financial planning services.

Colin Arnold is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Atticus Wealth Management since 2018 and previously at Bartolf Wealth Advisors and The Loxahatchee Club. In addition to his advisory work, he is an independent insurance agent based in Palm Beach Gardens, FL. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Stephan Zehner is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Atticus Wealth Management since 2021 and previously held roles at Castle Wealth Management and PFS Advisors DBA Castle Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, technical, and charting analysis, offering a range of strategies from long-term allocations to short-term trading.

Douglas Bartolf is a financial advisor at Atticus Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Atticus Wealth Management since 2018 and has operated Bartolf Wealth Advisors, Inc. since 2004. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management, pension consulting, and broad financial planning services, employing a range of investment strategies from long-term allocations to short-term trading.

Robert Kokol is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Atticus Wealth Management since 2020 and previously held roles at SCF Investment Advisors, Global Financial Private Capital, and Divorce Financial Planning. He is also the owner of Global Planning Solutions & Advisory LLC, where he serves as an insurance agent for non-variable life insurance products and related coverage. Atticus Wealth Management is a team-based registered investment advisor that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus Wealth Management. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Micah Droescher is a Series 65-licensed advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He has been with Atticus Wealth Management since 2025 and has prior experience with The Jonus Group, Harvest Insurance, and other firms. Outside of his advisory role, he is a part owner of Droescher Therapy LLC, where he assists with accounting and business coaching. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.