Portfolio structuring, alternative investments, and business reinvestment strategies for Atlanta entrepreneurs with $500K+ in investable assets. Built by former Landry’s Inc. financial strategists — not a retail brokerage.
B2B INVESTMENT ADVISORY
Atlanta has become a national business powerhouse — home to Fortune 500 companies, a booming startup scene, and one of the world's busiest cargo hubs. Michelet Financial provides investment advisory for Atlanta business owners who have built significant wealth and are ready for a holistic wealth strategy beyond their primary business.
We build diversified portfolios calibrated to your business income patterns, risk profile, and long-term wealth goals — with asset allocation strategies unavailable on retail platforms.
Access to private equity, real estate funds, structured notes, and alternative asset classes that allow qualified business owners to diversify beyond public markets.
Michelet Financial integrates your investment advisory with business tax planning — ensuring capital deployed from your business is structured for maximum after-tax return.
HOW IT WORKS
We begin every engagement with a comprehensive wealth discovery, then build a strategy that integrates your investment portfolio with your business, tax, and exit planning — reviewed and adjusted quarterly.
We map your complete financial picture — business assets, real estate, equity, tax situation, and liquidity needs — before making a single investment recommendation.
We build a customized allocation spanning public equities, fixed income, alternatives, and real assets — calibrated to your income timeline, risk tolerance, and exit horizon.
Every investment decision is reviewed through a tax lens — coordinating with your CPA to ensure timing, structure, and vehicle selection minimize your total tax burden.
We meet quarterly to review performance, rebalance against targets, and adjust strategy as your business and market conditions evolve — ongoing advisory, not a set-and-forget plan.
INDUSTRIES WE SERVE IN ATLANTA
Atlanta's logistics and distribution economy creates lumpy income patterns requiring investment strategies designed for variable cash flow — not the steady-paycheck assumptions built into retail wealth management.
Distribution companies, freight operators, and supply chain businesses
Film, television, digital media, and content production companies
Medical practices, healthcare services, and health-tech companies
WHY MICHELET FINANCIAL
Most investment advisors are built for salaried professionals. Michelet Financial is built for entrepreneurs — with a practice structure that integrates wealth management with business consulting, tax strategy, and exit planning.
Your investment portfolio is managed in the context of your business value, tax situation, and life goals — not as an isolated account optimized for our AUM fee.
As a multi-service financial advisory firm, Michelet Financial can coordinate investment timing and structure with your tax planning — a capability most investment-only advisors lack.
Our team includes former C-suite financial strategists who have managed capital deployment for multi-location operating companies — we understand your business from the inside out.
FAQ
GET STARTED
We work with a select number of business owners at any given time. Tell us about your situation and we will schedule a complimentary strategy session within 48 hours.
Phone: (225) 396-5511
Email: micheletfinancial@gmail.com
Address: 12645 Memorial Dr., Suite F1 #429, Houston, TX 77024