Forthright Wealth Management, LLC

Brian Johnston is a CFP® with 23 years of industry experience and is currently a managing director at Forthright Wealth Management, LLC in Alpharetta, GA. He has been with Forthright and Purshe Kaplan Sterling Investments since 2015. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages over $663 million in assets for approximately 527 clients through a six-advisor team.

Charles Arnold is a financial advisor at Forthright Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory work, Arnold coaches youth lacrosse as a contracted coach for 3d Lacrosse and Mount Pisgah Christian School. Forthright Wealth Management provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages customized, primarily long-term portfolios using a variety of securities and may allocate assets to unaffiliated Independent Managers following due diligence.

Carson Fields is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at Forthright Wealth Management, LLC since 2021 and previously held roles at the University of Georgia Graduate School, the Department of Audits and Accounts, Pellicano & Blankenship LLC, KingsMark Private Financial Advisors, and Georgia Southwestern State University. Outside of his advisory role, Fields serves as president of the Chi Phi chapter of the Delta Pi Fraternity, where he manages budgeting and alumni events. Forthright Wealth Management, LLC provides discretionary and non-discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a customized, mainly long-term investment approach using mutual funds, ETFs, stocks, bonds, and independent managers, serving approximately 527 clients through a six-advisor team.

Jeff Wills is a financial advisor at Forthright Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Forthright Wealth Management since 2015. Outside of his advisory role, Mr. Wills is a one-quarter owner of an office suite in Alpharetta, Georgia, through his LLC. Forthright Wealth Management provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $664 million in assets for around 527 clients through a six-advisor team, employing customized, primarily long-term portfolios using mutual funds, ETFs, individual securities, and allocations to independent managers.

Anthony Austreng is a CFP® professional with 22 years of industry experience, currently serving at Forthright Wealth Management, LLC since 2015. He holds a Series 66 license and is one of six advisors at the firm. Outside of his advisory role, he is a part-owner of a commercial office suite in Alpharetta, GA. Forthright Wealth Management provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $664 million in assets and employs a customized, primarily long-term investment approach using mutual funds, ETFs, individual securities, and independent managers.

John Ellis is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Forthright Wealth Management, LLC and Purshe Kaplan Sterling Financial since 2015. Outside of his advisory role, he was a co-owner of Game On! Alpharetta LLC from 2010 to 2017. Forthright Wealth Management, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages over $660 million in assets and offers customized portfolios using mutual funds, ETFs, individual securities, and independent managers.