Retirement Plan Advisory Services Atlanta GA

Address

3348 Peachtree Rd, NE #1420
Atlanta, GA 30326

Contact

Phone: 404.201.6472

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Alpharetta, GA

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Atlanta

Here in the Atlanta office, our number one priority is your financial wellness and continued success. Our Gate City team of advisors is backed by a nationwide network of locations and resources, allowing us to make informed decisions for even the most complex clients. Explore how we can serve your needs.

Our Team

Richmond G. Bernhardt III

Principal,
Financial Advisor

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Drew McCorkle

Senior Vice President,
Financial Advisor

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Evan Melcher

Principal,
Financial Advisor

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Ashley Thomas

Webinar Specialist

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As clients near retirement, we find their focus shifts from accumulation to security, enjoyment, and legacy. Their principal question becomes ‘How can I live these special years without worrying whether I have enough to last my lifetime?’ At CAPTRUST, we lead these conversations with confidence, clarity, and care—year after year.

Rick Bernhardt