Wealth Engagement

Albany, Georgia

CAPTRUST is an investment advisory firm in Albany, Georgia. Services include Financial Planning. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Canton, Georgia

Griffith & Werner is a financial planning firm based in Canton, Georgia that builds individualized portfolios centered on dividend-growth investing. The firm practices active management rather than relying on third-party managers, conducting ongoing portfolio reviews and adjustments to align with client goals. Operating as a fiduciary investment advisor, the firm emphasizes personalized attention and direct engagement throughout its planning process.

LaFayette, Georgia

Bennett Financial is an insurance brokerage and financial services firm founded in 2021 and headquartered in Chattanooga, Tennessee, offering insurance analysis, retirement planning, and investment services. The firm employs a team of insurance brokers with over 10 years of combined experience and serves more than 1,000 clients through partnerships with more than 20 companies and a network of 60+ specialized brokers nationwide. Bennett Financial structures its approach around individual client circumstances, analyzing insurance needs alongside retirement and investment planning to address clients' stated financial objectives.

Columbus, Georgia

Momentum Wealth Management in Columbus, Georgia provides financial planning and wealth management services, with a focus on retirement income planning and investment coordination. The firm works with individuals, families, and businesses through a multi-step process that begins with a financial snapshot, moves to goal definition, and culminates in plan implementation across accounts and strategies. The firm also offers guidance to current and former Aflac employees navigating pension plan decisions, including analysis of lump sum versus monthly payment options.