Your Wealth Starts With a Plan
What We Do
Cahaba Wealth Management Inc. is an independent, fee-only Investment Advisory and Wealth Management firm founded in Atlanta, GA, with offices in Birmingham, AL and Nashville, TN. We serve families and institutions by providing customized financial planning and investment management.
We understand that one of the primary reasons for a financial planning engagement 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.
What We DoWho We Serve
Building relationships that go beyond managing your money.
A customized, life-centric planning process
Our client-centric approach to wealth management puts you at the center of our philosophies, operations and ideas. As a registered investment advisor, we have a fiduciary responsibility to you, helping to ensure we always act in your best interest.
How We Work
