Broker Check

Our Firm

  • Founded in 1994
  • A "Full Service" professional financial services firm including income tax and wealth management
  • Long term professional Financial Planning
  • Strategic and Tactical Asset Allocation
  • Provides that "small town" personal touch to the most complex issues
  • Committed to providing excellent service

Way Financial Group specializes in providing professional financial planning that includes investment portfolio analysis, design and implementation for individuals, companies, retirement plans, and corporate accounts. This may include stocks, bonds, mutual funds, Exchange Traded Funds, also known as ETFs, Real Estate Investment Trusts, REITs, or variable annuities. Our partnerships are with highly ethical and long standing firms in the financial services business. We also interface with law firms in the community to assist clients with their legal needs and have an ongoing relationship with a professional CPA firm Ratliff & Associates, CPAs, PC, in Kennesaw, Georgia.

Way Financial Group conducts their client investment transactions through Triad Advisors, LLC. ("Triad") a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporations ("SIPC"). Accounts are carried by National Financial Services, LLC, member NYSE/SIPC. Securities in accounts carried by National Financial Services, LLC ("NFS"), a Fidelity Investments company, are protected by the Securities Investor Protection Corporation ("SIPC") up to $500,000 (including cash claims limited to $100,000). For details, please see NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account not equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

Our firm is based on the principle that a complete understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about you, or your company's current financial, tax & portfolio management or wish to schedule an appointment, please give us a call at 770-951-1040.

Remember - In the long run Financial and Tax management doesn't cost, it pays.

Our Services

  • Financial Planning
  • Net Worth
  • Cash Flow
  • Retirement (IRA, Roth, Simple, Sep, 401K)
  • College Planning
  • Inheritance
  • Risk Management (Life, Disability, Long-Term Care and Variable Annuities)
  • Tax
  • Estate Planning
  • Wealth Management
  • Health Insurance (Individual and Group)