Broker Check

Our Company

Peachtree Wealth Advisors, Inc. was founded in 2004 by David S. Frank and Jonathan S. Lindvig with the understanding that personalized service and attention to detail would be the foundation for building long term relationships and assisting our clients in every aspect of their financial lives. We are committed to upholding our principles and working with each client to help plan for the financial future. We realize our clients appreciate the individualized financial planning and asset management often missing from previous relationships. We strive to provide the most personal service available, thus earning a reputation for excellence in our industry.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (404) 531-0965.