Financial consulting in Smyrna, GA

We turn financial complexity into clear, confident decisions. PFW Advisors delivers white-glove, proactive wealth management for busy professionals, families, and business owners. We coordinate planning, investments, and day-to-day service with meticulous follow-through—so every detail has an owner, a due date, and a next action. We provide: Comprehensive financial planning Investment management & portfolio oversight Retirement income planning & Social Security strategy Equity compensation (RSUs, ISOs, ESPP) guidance Business-owner planning & liquidity event prep Tax-aware portfolio design (in collaboration with your tax professional) College funding strategies (529s and beyond) Risk management & insurance needs analysis Charitable giving & gifting strategies Estate coordination with your attorney, 401(k)/403(b)/IRA rollovers and consolidation

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401(k) Rollovers, Retirement Income Planning, 529 College Savings Plans, Small Business Retirement Plans and Employee Benefit Plans.

49 Financial is an independent, holistic financial advising firm that offers investments and insurance as well as tax, estate, and business planning. We are a values based company, living out our core values of teamwork, gratitude, loyalty, excellence, and authenticity. Austin is an advisor in the Atlanta, Georgia office and can meet either in person or remotely. Securities offered through Purshe Kaplan Sterling Investments("PKS"), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and 49 Financial are not affiliated companies.