Exit Wealth Advisors

Theodore Jenkin is a CFP® with 33 years of industry experience, currently serving as an advisor at Exit Wealth Advisors. His prior experience includes roles at Kestra Advisory Services and NFP Advisor Services. Outside of his advisory work, he produces content for the "What Ted Says" YouTube channel and serves on the board of directors for Klondike Financial, a FinTech company focused on budgeting software. Exit Wealth Advisors provides personalized financial planning and portfolio management services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a client-driven investment process centered on fundamental analysis and long-term strategies, offering a broad range of traditional and alternative investment options.

Justin Farmer is a financial advisor at Exit Wealth Advisors in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. He previously worked at Cox Media Group Corporation for 16 years and serves in an advisory role at Savannah Distilling, where he is a majority shareholder. Additionally, he engages in freelance media work outside the investment industry. Exit Wealth Advisors provides personalized financial planning and portfolio management primarily for high-net-worth individuals, families, and institutional clients. The firm employs a client-driven investment process focused on fundamental analysis and long-term strategies, offering a broad range of traditional and alternative investment options.

Matthew Goldstein is a financial advisor at Exit Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, and U.S. Bancorp Investments. Outside of his advisory role, he is a non-producing equity owner of a mortgage lending business. Exit Wealth Advisors serves high-net-worth individuals, families, family offices, trusts, estates, private foundations, corporate entities, and qualified retirement plans. The firm offers personalized financial planning and portfolio management using a client-driven process that emphasizes fundamental analysis and a primarily long-term investment approach, incorporating a broad range of traditional and alternative investment options.