Atlanta
Proudly Serving Atlanta
Atlanta
1370 Center Drive
Suite 202
Atlanta, GA 30338


Our Buckingham Atlanta team focuses on you, your life, and how we can help you achieve what matters most to you. We believe your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations.
Our team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with other key professionals, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all the aspects of our client’s financial lives.
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Your Atlanta Team
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Jeffrey Cohen
CPA, PFS
Wealth Advisor
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Sam Bromberg
CPA, PFS
Wealth Advisor
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James Underwood
CFP®, CPA
Wealth Advisor
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Alexis Cody
CFP®, CDFA®
Associate Wealth Advisor
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Dylan Greer
CFP®
Associate Wealth Advisor
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Melissa Keiss
Associate Wealth Advisor
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Daniel Cruz
Associate Wealth Advisor
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Diane Yost
Client Relationship Specialist
Enjoy some of our latest resources
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June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
Read the article -
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
Read the article -
May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
Read the article