Business Details
34 Years
experience
Trusted Financial Advisory Services in Atlanta
At Sard Wealth Management, we have dedicated our careers to preserving the financial foundations our clients have built over decades. Since opening our doors in 1992, we've operated as an independent Registered Investment Advisor, prioritizing client needs through tailored financial strategies. Our team of Certified Financial Planner professionals delivers comprehensive wealth management solutions, addressing investment planning, retirement income, and insurance needs. We maintain long-term relationships with a select group of clients to ensure personalized attention and service excellence. Through proactive communication and ongoing education, we empower clients to make informed decisions about their financial future.Our holistic approach considers every aspect of clients' financial lives, avoiding restrictive product limitations. Recognized by industry peers and publications since 2008, we combine technical expertise with ethical standards to build lasting trust. Our commitment extends beyond transactions - we aim to be the final financial advisory partner our clients ever need. With offices in Atlanta, we serve clients nationwide while maintaining the personal connection that defines our independent firm. This dedication to client-centric service has sustained our reputation for over three decades.
Services
Investment Planning
Retirement Planning
Insurance Planning
Wealth Management
Financial Advisory
Details
- Year established: 1992
Highlights and features
- 30+ years of independent financial advisory experience
- Personalized service with a select client base
- Comprehensive approach to wealth management
- Recognized by top industry publications since 2008
- Proactive communication and client education
Associations and certifications
- Registered Investment Advisor
- Certified Financial Planner
What people say
Personalized service
Proactive communication
30+ years experience
Industry recognition
Comprehensive approach
Services
Investment Planning
We develop customized investment strategies aligned with individual financial goals and risk tolerance. Our approach combines market expertise with ongoing portfolio monitoring to optimize returns while managing risk. Clients benefit from transparent reporting and regular strategy adjustments to maintain alignment with evolving objectives.
Retirement Planning
Our comprehensive retirement planning creates sustainable income streams while preserving capital. We analyze pension options, Social Security benefits, and tax implications to maximize retirement security. Regular reviews ensure plans adapt to changing market conditions and personal circumstances throughout retirement years.
Insurance Planning
We assess insurance needs across life, health, disability, and long-term care categories to protect financial stability. Our independent status allows unbiased recommendations across multiple providers to find optimal coverage at competitive rates while avoiding unnecessary products.
Wealth Management
Our integrated approach coordinates investment management with estate planning, tax strategies, and legacy goals. We collaborate with legal and tax professionals to create cohesive plans that address all aspects of wealth preservation and transfer across generations.
Financial Advisory
We provide ongoing financial education and market insights to empower informed decision-making. Regular client meetings, economic updates, and personalized newsletters maintain proactive communication to address emerging financial opportunities and challenges.
People
Jonathan Sard
President
Certified Financial Planner with over 30 years of experience in wealth management. Recognized by national publications for excellence in financial advisory services. Leads client relationships with a focus on long-term financial security.
Questions
What services does Sard Wealth Management offer?
We provide investment planning, retirement income strategies, insurance planning, and comprehensive wealth management tailored to individual client needs.
How long has Sard Wealth Management been in business?
Since 1992, providing continuous financial advisory services for over 30 years.
What makes Sard Wealth Management different from other firms?
We maintain a small client base for personalized attention, take a holistic approach to financial planning, and operate independently without product limitations.
Are you licensed to work with clients nationwide?
Yes, we are registered to provide advisory services in all states and offer insurance products in Georgia and Florida.
How often do you communicate with clients?
We maintain regular contact through scheduled meetings, market updates, and proactive outreach before clients need to initiate contact.
What professional recognitions have you received?
Recognized as Five Star Wealth Manager since 2008, Financial Advisor Magazine Top RIA since 2009, and by NABCAP for objective advisor evaluation.
Reviews (1)
Whitney Malina
Nov 13, 2015
Report
Very thorough and knowledgeable. They have a lot of experience and are very good about working with your financial situation.
