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Atlanta 2_Blue

3348 Peachtree Road, N.E.,
Suite 1420
Atlanta, GA 30326

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Phone: 404.201.6472

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Institutional Retirement
Endowments & Foundations

Our Team

Our Buckhead-based advisors specialize in providing retirement plan advisory and fiduciary consulting services to corporate fiduciaries in addition to wealth management services to high-net-worth investors, corporate executives. and business owners.

Advisor

Richmond G. Bernhardt III

Managing Principal,
Financial Advisor

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Advisor

Drew McCorkle

Vice President,
Financial Advisor

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Atlanta - Buckhead

3348 Peachtree Road, N.E.,
Suite 1420
Atlanta, GA 30326
Phone 404.201.6472