Michelet Financial brings Fortune-500 financial discipline to Atlanta families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Atlanta is home to Fortune-500 HQs and a fast-growing founder class - exactly the clients who benefit from coordinating equity comp, business income, and investments with a single tax-aware plan.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Atlanta investors and Fulton County.
Comprehensive planning for Atlanta households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Atlanta professionals and owners preparing for the next chapter.
From Buckhead executives to Midtown startup founders, Atlanta clients get fee-transparent advice and a senior advisor who ties tax strategy to every investment move.
Yes - we work with clients throughout Atlanta and the surrounding Metro Atlanta, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Atlanta anchors the Southeast economy with Fortune 500 headquarters like Delta, Home Depot, UPS, Coca-Cola, and a booming film and fintech sector. Equity compensation from corporate headquarters and growth-stage startups means RSU and stock-option planning is a recurring need for Atlanta professionals.
Georgia's flat state income tax and rising property values around metro Atlanta make proactive tax planning valuable for high earners and business owners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Atlanta, GA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.