Georgia Wealth Partners, LLC logo

Georgia Wealth Partners, LLC

Updated today

Client assets under management

$132,175,255

Clients

514

14% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

129

Very High

Average account size

$257,150

About

Georgia Wealth Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and state and municipal government entities. Its services include discretionary portfolio management with written Investment Policy Statements, the use of third‑party money managers and model portfolios (notably on the SEI Private Trust platform), and fee‑based financial planning engagements.

The firm builds portfolios around documented client goals, risk tolerance and time horizon and generally pursues long‑term strategies while employing multiple analysis methods (fundamental, quantitative, technical, modern portfolio theory, cyclical and charting). GWP typically manages accounts on a discretionary basis, conducts at least annual reviews, provides semi‑annual check‑ins for planning clients, and may reallocate model portfolios in response to changes in client circumstances or market conditions.

What is distinctive about the firm is that it explicitly lists state and municipal government entities among its client types and maintains an affiliated insurance business whose licensed agents may offer commissionable insurance and annuity products—an arrangement the brochure discloses as a potential conflict of interest. The firm manages approximately $157 million in client assets across about 514 clients from a single office and requires clients to use its recommended custodian/platform (SEI Private Trust) for custody and trade execution.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees range between $1,500 and $10,000, flat fee basis.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%

Project-based

Main office location

Georgia Wealth Partners, LLC

318 S. Hill Street, Suite 200

Griffin GA 30224, United States

Number of offices

1

Most active in

Georgia · Louisiana

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Georgia Wealth Partners since 2021, following five years at The Strategic Financial Alliance, Inc. Outside of his advisory role, Foster operates a freelance photography business. Georgia Wealth Partners provides portfolio management and financial planning services primarily for individual clients, charitable organizations, and state and municipal government entities. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory analyses to construct long-term oriented portfolios, often using model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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