Financial Advisors
Marietta, GA
Wickham Financial & Insurance Services is a Marietta-based total wealth management firm offering comprehensive financial planning, investment management, retirement planning, estate planning, tax strategies, and both personal and business insurance solutions. Founded on a fiduciary principle and consultative approach, they work collaboratively with clients to create custom plans that address their unique financial situations across all life stages. Their integrated service model combines financial advisory with insurance expertise to provide holistic risk management and wealth building strategies.
Ideal for: Individuals seeking comprehensive wealth management, business owners needing integrated financial and insurance strategies, pre-retirees and retirees planning long-term financial security, high-net-worth clients requiring tax and estate planning
Service area: Marietta, GA and surrounding North Atlanta metro area
Fiduciary Standard: Wickham operates under a fiduciary obligation, meaning they are legally required to act in clients' best interests rather than recommending products that benefit the firm.
Total Wealth Management Approach: Rather than siloing financial planning from insurance, they integrate both disciplines into one comprehensive strategy covering investments, insurance, retirement, estate planning, and tax optimization.
Consultative Partnership Model: They emphasize listening and education first, customizing plans based on each client's current situation and long-term objectives rather than pushing pre-packaged solutions.
Address: 331 Washington Ave NE, Marietta, GA 30060
Phone: (770) 424-8711
Website: wickhamservices.com
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