Your Wealth Management Starts With a Plan

What We Do

Independent Advice. Personal Commitment. Long-Term Vision.

At Cahaba Wealth Management, we are an independent, fee-only investment advisory firm headquartered in Atlanta, GA, with additional offices in Birmingham, AL, and Nashville, TN. We proudly serve families and institutions with custom tailored financial planning and investment services designed to support their long-term success.

We believe that effective investment management frees you to focus on what matters most to you – from your career to your family, and everything in between. That’s why our approach goes beyond creating a financial plan; we work closely with you to build a highly personalized strategy that aligns with your specific goals and values.

We understand that one of the primary reasons for financial planning services is to allow clients to focus time and energy on the demands of their personal and professional lives. We work with our clients to craft a highly personalized long-term plan to help them achieve their financial and personal goals. Additionally, we focus not only on the creation of the financial plan, but on the implementation of the specific details of the plan to help save clients time. Wherever Cahaba Wealth Management can assist in the implementation process, we will do so.