A. Todd Black (CFP®)

A. Todd Black focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

We manage wealth for a relatively small number of families. Approximately half of our clients reside in North Georgia and the rest are located throughout the United States. Our clients include retirees, corporate executives, small business owners, widowed, divorcees, and charitable trusts. 

Our clients share the following characteristics:

  • They are friendly, helpful, open-minded and enjoyable to work with.
  • They appreciate traditional values and want a long-term relationship with a trusted professional advisor that is looking out for their best interests and those of their families.
  • They prefer to delegate the management of their money to a professional private wealth manager.
  • They are not do-it-yourself investors, traders or speculators.
  • They are well-respected in the community and very successful in their careers.

We work with families with investable assets of $1 million and more.

We strive to provide an exceptional service experience for the families that entrust us with the management of their wealth. To fulfill this purpose we have chosen to limit our client base and direct all of our resources towards the accomplishment of their goals. Our value is reflected in our clients’ success in meeting their goals, assisted by our knowledge and skills.

Additional Information

We help people make smart choices about their money so the can achieve their goals and live their ideal lives.

NAPFA Start Date

May 10, 2002

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This Office

351 Dahlonega St Ste B Corporate Square Cumming, GA 30040-2456 Phone: (678) 648-5129 Ext: 1 Fax: (678) 648-5129