Business Details
26 Years
experience
Your Trusted Financial Planning Partner in Atlanta
CMA Wizards is a client-centric financial advisory firm dedicated to helping individuals and families achieve their financial goals through comprehensive, coordinated planning. Founded on the highest ethical standards, we specialize in aligning clients' financial strategies with their core values and life priorities. Our team of certified professionals brings decades of combined experience in financial planning, tax preparation, estate planning, and investment management. We utilize Nobel Prize-winning economic theories to create personalized risk assessment models and asset allocation strategies tailored to each client's unique risk tolerance. By integrating services across multiple financial disciplines, we provide holistic solutions that minimize conflicts and maximize outcomes.Our proprietary Values-Based Financial Planning methodology ensures clients maintain focus on what matters most to them while navigating retirement roadblocks and market volatility. With a commitment to transparency and client education, we empower clients to make informed decisions about their financial future. Our fee-based model prioritizes client success over product sales, and our team approach eliminates the need for clients to coordinate multiple service providers independently. We serve a select community of clients who value expert guidance and seek financial freedom through strategic planning.
Services
Financial Planning
Tax Preparation
Estate Planning
Investment Management
Risk Assessment
Retirement Strategy
Details
- Year established: 2000
Highlights and features
- We use Nobel Prize-winning theories for risk assessment and portfolio optimization
- Our team approach coordinates all financial services under one trusted advisor
- Values-Based Financial Planning aligns strategies with clients' core priorities
- Proprietary Risk Number methodology quantifies investment risk tolerance objectively
- 20+ years of experience guiding clients through complex financial transitions
What people say
Amazing service
Good service
Godly people
Helpful professionals
Personalized approach
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps to achieve life goals through strategic money management. We analyze current financial status, define objectives, and develop actionable plans that integrate investment strategies, tax optimization, and risk management. Our Values-Based Financial Planning approach ensures alignment with personal priorities while preparing for retirement challenges.
Tax Preparation
We provide expert tax preparation and planning services that minimize liabilities while maintaining full compliance. Our team coordinates with CPAs to optimize tax strategies within overall financial plans, ensuring seamless integration with investment decisions and estate planning. We focus on long-term tax efficiency for individuals and businesses.
Estate Planning
Our estate planning service protects assets and ensures legacy preservation through customized legal frameworks. We collaborate with specialized attorneys to create wills, trusts, and succession plans that minimize estate taxes while honoring clients' wishes. The process includes beneficiary alignment across all financial accounts.
Investment Management
We design data-driven investment portfolios using Nobel Prize-winning theories to optimize risk-return profiles. Our approach combines modern portfolio theory with behavioral economics to create allocations matching individual risk tolerance. We continuously monitor and adjust portfolios to maintain strategic alignment with financial goals.
Risk Assessment
Our proprietary Risk Number methodology quantifies investment risk tolerance through objective measurements. We use advanced modeling to determine optimal asset allocation based on individual risk profiles, helping clients understand potential portfolio downside during market volatility while maintaining growth potential.
People
Chris Morris
Founder & Chief Financial Advisor
MBA, CFP, PFP, RFC, and CPA with 30+ years of experience. Former CFO of major corporations and hedge fund manager. Author of 'The Secret to Lifetime Financial Security'. Specializes in retirement planning and complex financial transitions.
Jessica Morris Ayers
Certified Financial Planner
CFP professional specializing in financial plan development and client education. Trains clients in financial management tools and monitors progress toward achieving personal financial goals. Focuses on proactive financial decision-making and unexpected event impact analysis.
Beth Morris
Tax Planning Specialist
Tax expert coordinating with CPAs to create annual tax projections and optimize financial decisions. Specializes in tax-efficient investment strategies and retirement income planning. Ensures tax compliance while minimizing liabilities through strategic planning.
Robert Petmecky
Estate Planning Attorney
Legal expert in estate planning and asset protection. Designs tax-efficient estate plans, establishes trusts, and ensures proper asset titling. Focuses on minimizing estate taxes and facilitating smooth wealth transfer to beneficiaries and charitable organizations.
Hubert Prescod
Insurance Specialist
Insurance expert evaluating coverage needs and coordinating policy implementation. Specializes in life, disability, and long-term care insurance planning. Ensures adequate protection against financial risks while avoiding unnecessary coverage.
Questions
What makes CMA Wizards different from other financial advisors?
Our team-based approach coordinates all financial services under one roof, using Nobel Prize-winning theories and proprietary risk assessment tools to create personalized plans aligned with your values.
How do you help clients with retirement planning?
We identify seven key financial risks in retirement and develop strategies to mitigate them, using our Risk Number methodology to create personalized asset allocations that match individual risk tolerance.
What investment strategies do you use?
We apply modern portfolio theory and behavioral economics principles, using tactical asset allocation models developed by Nobel laureates to optimize risk-return profiles for each client.
How are your financial planning fees structured?
We use a transparent fee-based model focused on client success rather than product sales. Our fees cover comprehensive planning services and ongoing portfolio management without hidden charges.
Can you help with tax-efficient financial planning?
Yes, we coordinate with CPAs to integrate tax optimization strategies into overall financial plans, ensuring tax-efficient investment decisions and retirement income strategies that minimize liabilities.
What is Values-Based Financial Planning™?
This proprietary approach aligns financial strategies with personal values and life priorities, ensuring your financial plan supports what matters most to you while achieving long-term security.
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