Find the Certified Financial Planner™
Who's right for you.

Brian P. O'Neill, CFP®

Cahaba Wealth Management

999 Peachtree St NE
Ste 790
Atlanta, GA 30309
Phone: (404) 549-7678
Fax: (404) 549-7896

Household Income Minimum: $250,000
Investable Asset Minimum: $400,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.