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.
Atlanta’s dynamic economy presents unique financial planning challenges that demand a tailored approach. As a hub for industries like logistics, film production, fintech, and healthcare, many residents face income volatility from project-based work, stock compensation, or entrepreneurial ventures. The city’s rapid growth has also driven up housing costs and property taxes, while the cost of living in desirable intown neighborhoods like Midtown, Buckhead, or the Old Fourth Ward continues to climb. Meanwhile, Georgia’s state income tax structure—with a flat 5.49% rate—requires careful coordination with federal strategies to avoid costly surprises. Whether you’re navigating a career transition at a Fortune 500 headquarters or managing multiple income streams as a creative professional, the complexity of Atlanta’s economic landscape makes proactive, fee-transparent guidance essential—not optional.
At Michelet Financial (Big Ass Tax Returns), we’ve redefined how Atlanta residents access expert financial advice. Our virtual and remote advisory model eliminates geographic constraints while delivering the same depth of strategy you’d expect from a downtown office—without the commute. Through secure video consultations, encrypted document sharing, and real-time dashboards, we work with you from your home in Decatur, your office in Sandy Springs, or even your vacation rental in the North Georgia mountains. This approach isn’t just convenient; it’s highly effective. We can review your tax returns, adjust retirement contributions, or rebalance investment portfolios in the same session, leveraging digital tools to provide immediate, actionable insights. By removing overhead costs associated with physical offices, we pass those savings directly to you through our transparent, flat-fee pricing—no hidden commissions, no surprises.
Our services are specifically designed to address the financial realities of Atlanta clients. In tax strategy, we help you optimize for Georgia’s state deductions, maximize credits like the Georgia Child and Dependent Care Expense Credit, and plan for the impact of local business licenses or rental income from properties in areas like the BeltLine corridor. Our wealth management approach focuses on building diversified portfolios that account for the region’s economic drivers—such as the concentration of Delta Air Lines, Coca-Cola, and the growing tech sector—while managing risk through low-cost index funds and tax-efficient asset location. For retirement planning, we model scenarios that incorporate Georgia’s retirement income exclusion (up to $65,000 per person for those 65 and older) and help you decide between traditional and Roth accounts based on your projected tax bracket. Every recommendation is grounded in your specific goals, not a one-size-fits-all template.
Ready to take control of your financial future with a partner who puts your interests first? Whether you’re a young professional in the Westside, a family in East Cobb, or a retiree in Peachtree City, we’re here to help you navigate every stage with clarity and confidence. Call us today at (225) 396-5511 to schedule your no-obligation consultation. Let’s build a plan that works for Atlanta—and for you.