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

James P. Byers, II, CFP®,CPA

Clearbridge Wealth Management

7000 Central Pkwy NE
Suite 1760
Atlanta, GA 30328-4599
Phone: (770) 350-9605
Fax: (770) 350-9606

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Retirement
  • Succession Planning
  • Special Needs
  • Personal Taxes

 

How Planner Charges
N/A

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