Financial Advisors
Marietta, GA
Vita Financial is an independent financial advisory firm in Marietta offering comprehensive financial planning, investment management, and insurance solutions. Founded to help clients build and protect their wealth, they provide personalized strategies tailored to individual goals and life circumstances. Their team works as fiduciaries, putting client interests first in all recommendations.
Ideal for: Individuals seeking personalized financial planning, families wanting comprehensive wealth management, business owners planning for retirement
Service area: Marietta, GA and surrounding areas
Fiduciary Approach: Vita Financial operates under a fiduciary standard, meaning advisors are legally obligated to act in clients' best interests rather than recommending products that benefit the firm.
Independent Advisory Firm: As an independent practice, Vita Financial has flexibility to recommend solutions from multiple providers rather than being tied to a single company's products.
Comprehensive Planning: They combine financial planning, investment management, and insurance strategies into a coordinated approach to address clients' full financial picture.
Address: 320 Cherokee St NE Suite D, Marietta, GA 30060
Phone: (678) 250-5099
Website: vitafinancial.com
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