When you work with our financial advice team in Atlanta, GA, you receive personalized guidance tailored to your unique financial goals. Our team specializes in wealth management, retirement planning, estate planning, tax strategies, and a comprehensive financial planning approach designed to evolve with your needs. We maintain proactive communication to keep you informed about market trends and opportunities, helping to ensure your financial plan remains aligned with your goals.

At Iron Oaks Wealth Advisors in Buckhead Atlanta, GA, we prioritize building long-term relationships with our clients. We support you through life’s transitions with customized solutions that address your specific circumstances. Our commitment to delivering a client-centered experience exceeds expectations, empowering you to make more confident financial decisions as part of our dedicated team approach.


Our advisors

Richard Saunders

CFP®, ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of Iron Oaks Wealth Advisors
Learn more about Richard Saunders Visit Richard Saunders's website

Andrew Hanna

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about Andrew Hanna Visit Andrew Hanna's website

Thu Saunders

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Thu Saunders Visit Thu Saunders's website

Josh Krohne

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Josh Krohne Visit Josh Krohne's website

Larry Salberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Larry Salberg Visit Larry Salberg's website

Bobby Kunce

Associate Financial Advisor

Investment Specialist
Learn more about Bobby Kunce Visit Bobby Kunce's website

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Peter Levy Visit Peter Levy's website

Howard Victor Levy

MBA

Associate Financial Advisor

Learn more about Howard Victor Levy Visit Howard Victor Levy's website

Larry Minogue

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Larry Minogue Visit Larry Minogue's website

Earl Williams

CFP®, APMA

Financial Advisor

Learn more about Earl Williams Visit Earl Williams's website


Our team

Hailey Coe

Hailey Coe

Client Concierge

Marie Hamrick

Marie Hamrick

Marketing Manager,

Operations Manager
Michele Macullok

Michele Macullok

Practice Manager

George Gervais

George Gervais

Intern

Sherry McFarland

Sherry McFarland

Paraplanner

TJ Hynds

TJ Hynds

Operations Manager

Emily Hart

Emily Hart

Client Concierge