Advisors at this firm
Barry S
Series 65
Alpharetta, GA
Wealth With No Regrets®
Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 13 years of industry experience. He has worked at Boomfish Wealth Group, LLC since 2010 and is also involved with Boomfish Inc. since 2008. Wealth With No Regrets serves individual and high-net-worth clients, small businesses, and charitable organizations, providing comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical analysis with a focus on long-term horizons, risk management, and strategic judgment.
Mason W
Series 65
Alpharetta, GA
Wealth With No Regrets®
Mason Ware is a financial advisor with Wealth With No Regrets® in Alpharetta, GA. He holds a Series 65 credential and has been with the firm since 2024. Prior to his advisory role, Mason attended Sewanee: The University of the South and has experience working in local parks and recreation. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations, providing integrated financial planning and portfolio management. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term horizons, downside risk management, and strategic judgment.
Scott N
PFS™
Alpharetta, GA
Wealth With No Regrets®
Scott Noble is a PFS™ credentialed financial advisor with 12 years of industry experience, currently serving at Wealth With No Regrets® in Alpharetta, GA. He has been associated with Boomfish Wealth Group, LLC since 2012 and holds a coaching position at Boomfish, Inc., where he provides financial coaching based on the Dave Ramsey methodology. Outside of his advisory role, he serves as CFO of Tri-Craft Properties, LLC, a home building and remodeling company. Wealth With No Regrets® serves individual, high-net-worth clients, small businesses, and charitable organizations, offering integrated financial planning and portfolio management. The firm emphasizes long-term investment horizons, downside risk management, and strategic judgment, and provides services including retirement income planning, insurance advice, and tax and estate planning.
Andrea S
Series 65
Alpharetta, GA
Wealth with No Regrets®
Andrea Soule is a financial advisor with Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation and four years of industry experience. She previously worked at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations, providing integrated financial planning and portfolio management. The firm emphasizes long-term investment horizons, downside risk management, and strategic judgment, offering services that include retirement income planning, insurance advice, tax and estate planning, and ongoing planning engagements.
Andrew L
Series 63, Series 66
Alpharetta, GA
Wealth With No Regrets®
Andrew Lightle is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Fidelity Investments, and MariPau Wealth Management LLC. Outside of finance, he has experience in the landscaping and lawn care industries through ownership of Sunrise Farm Landscapes LLC and Creation Lawn Care. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations, providing comprehensive financial planning and portfolio management. The firm emphasizes long-term investment horizons, downside risk management, and strategic judgment, offering services such as retirement income planning, insurance and risk management, tax and estate planning, and educational seminars.
Christopher D
CFP®, Series 63, Series 66
Alpharetta, GA
Wealth With No Regrets®
Christopher Doran is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth With No Regrets® in Alpharetta, GA, having previously worked at Hightower, The Leaders Group Inc, Xception Advisory Group, and Fidelity in various advisory roles. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations, providing integrated financial planning and portfolio management with a focus on retirement income, insurance and risk management, tax and estate planning, and ongoing planning engagements. The firm employs a combination of fundamental and technical analysis and emphasizes long-term horizons, downside risk management, and strategic judgment in its investment approach.