Loftin Wealth Partners

James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.

Derek Rackley is a financial advisor at Loftin Wealth Partners with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Trust Homes and GER Loftin Wealth Advisors. Outside of finance, he is involved in sports media as a host and analyst for the Atlanta Falcons and Westwood One Sports Radio, and he is the owner of Amrack Fitness. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm employs a range of strategies including hedging, leverage, and options, and offers both discretionary and non-discretionary management with no account minimum.

George Rall is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at LPL Financial LLC, GER Financial LLC, Ger Loftin Wealth Advisors LLC, and United Planners' Financial Services. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292.4 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and managed account services, utilizing strategies that may include hedging, leverage, options, and margin.

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation and five years of industry experience. He has been with GER Loftin Wealth Advisors, LLC since 2020 and concurrently works at American Airlines since 1992. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm manages approximately $292.4 million in discretionary assets and offers both discretionary and non-discretionary management, employing strategies that may include hedging, leverage, options, and margin.