Back to Search Favorites List

Scott MacKenzie (CFP®, CIMA®, CLU, MBA)

Scott MacKenzie focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs

Planning Specialties

Holistic Wealth Management

Retirement Financial Planning

Estate Financial Planning

Portfolio Management

Alternative Investments

Risk Management

Cash Management

Additional Information

Our team doesn’t just want to manage your wealth portfolio—we strive to be a guide and an asset to your entire financial well-being. We succeed when your family succeeds, and we’re invested in helping you discover what life has to offer when your assets are managed wisely.

NAPFA Start Date

November 22, 2024

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

3350 Riverwood Parkway Suite 650 Atlanta, GA 30339 Phone: +1 (404) 848-0950
View