Buckhead Capital Management, LLC
About
We are a group of investment advisors that believes wealth should provide opportunities, not anxiety. That’s why we’ve spent the last 25 years helping individuals and families achieve confidence and peace of mind with their finances so they can enjoy the life they love.
At Buckhead Capital Management we will guide you to the right investment strategy and expertly manage your portfolio for you. You’ll be relieved knowing a trusted financial advisor is investing your money wisely.
Buckhead Capital Management is an employee-owned investment management firm located in Atlanta, Georgia. Our staff has over 200 years of combined experience in the field. We manage assets for Individuals, Corporations, Foundations, Endowments, Public Funds, and Taft Hartley Funds.
When you work with one of our advisors, you will finally stop feeling uncertain about your finances and find confidence that you are on a solid path to financial peace of mind.
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Frequently asked questions
What is your typical process for working with a new customer?
A quick discussion about your goals and current situation followed by a meeting to establish a process.
What education and/or training do you have that relates to your work?
B.A. in English from Brown University
M.B.A. from Columbia University
Chartered Financial Analyst® (CFA Institute and CFA Society of Atlanta)
Do you have a standard pricing system for your services? If so, please share the details here.
Our management fees are typically a percentage of assets under management. There is no additional charge for financial planning.
How did you get started in this business?
Seeing the change that takes place in our clients never gets old. Many come in overwhelmed by the decisions that need to be made and leave finally feeling confident with an actual plan for their retirement. See, it’s not just about having enough money to survive. We work with our clients to lay out the best roadmap to a confident retirement so that they can focus on achieving their hopes and inspirations for the future.
What types of customers have you worked with?
We enjoy working with high net worth individuals - newly single or widowed women, business owners, married couples, indiviudals approaching retirement or enjoying retirement, and younger professionals looking for a great plan for retirement.