Financial Advisors
Alpharetta, GA
Active Wealth Management is a fiduciary financial advisory firm in Alpharetta specializing in investment management and retirement planning for individuals and business owners. Led by Ford Stokes, the firm actively manages and rebalances client portfolios monthly without additional fees, emphasizing a disciplined approach that differs from traditional advisory models. They offer free portfolio analyses, retirement planning services, and complimentary financial seminars to help clients take control of their financial futures.
Ideal for: Retirees and near-retirees, business owners, investors seeking active portfolio management, those wanting fiduciary-based advice
Service area: Alpharetta, Atlanta metro area, and surrounding North Georgia communities
Monthly Rebalancing at No Extra Cost: Active Wealth Management rebalances client portfolios monthly without charging additional fees, actively managing assets rather than using a passive buy-and-hold approach.
Fiduciary Standard: The firm operates as a fiduciary, legally required to put client needs ahead of their own commissions or financial interests.
Free Portfolio Analysis & Seminars: Prospective clients receive complimentary portfolio analyses and can attend free educational seminars on financial planning and retirement strategies.
Address: 1740 Grassland Pkwy Bldg. 206, Alpharetta, GA 30004
Phone: (770) 685-1777
Website: activewealth.com
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