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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Nick Drummond
CFA
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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Diane Yost
Client Relationship Specialist
Enjoy some of our latest resources
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August 01, 2022
Invest Like A Girl
Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.
Read the article -
July 26, 2022
Economic Brief: All Eyes On Inflation For The Remainder Of 2022
While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.
Read the article -
July 18, 2022
The “4 Rs” of Behavioral Finance
Without pausing to engage the rational area of the brain when faced with a big decision, especially financial ones, you risk causing more harm than good.
Read the article