Financial Advisors
Alpharetta, GA
Owenby Jones Wealth Management is an independent financial advisory firm in Alpharetta specializing in comprehensive wealth management, financial planning, and investment management for individuals and families. The firm combines legal expertise with financial strategy to help clients build and preserve wealth through personalized planning tailored to their unique goals and circumstances.
Ideal for: High-net-worth individuals, families planning for retirement, business owners seeking integrated financial and legal planning, investors wanting fee-only independent advice
Service area: Alpharetta, Atlanta metro, and North Georgia
Independent & Fee-Only Approach: As an independent firm, Owenby Jones operates without sales commissions or product quotas, allowing advisors to focus purely on clients' best interests rather than pushing particular investments.
Integrated Legal & Financial Expertise: The firm combines wealth management with legal knowledge, enabling holistic planning that addresses both investment strategy and estate/legal considerations in one unified approach.
Personalized Comprehensive Planning: Owenby Jones develops customized financial plans addressing retirement, tax optimization, investment allocation, and long-term wealth preservation specific to each client's situation.
Address: 5755 North Point Pkwy, Alpharetta, GA 30022
Phone: (678) 224-8480
Website: owenbyjones.com
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