Can anybody in ATL recommend a good financial advisor? Looking for advice on how to reallocate my investments. Thanks!

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And before anybody says it - yes my title on Fishbowl is “Financial Analyst” but Corp Dev doesn’t really have anything to do with personal investing lol

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Jon Houk, Gratus Capital. Happy to provide more info if needed

Hey Yes - and if you’re serious and have 50-100k+ in investable assets then I can connect you. She’s a close friend and is also great at managing all aspects of your journey to wealth

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Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

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What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

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