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See reviews for DS Murphy & Associates Inc in Suwanee, GA at 5400 Laurel Springs Pkwy Ste 407 from Angie's List members or join today to leave your own review. Fire Station 13 to Return to Downtown Suwanee Area. The Gwinnett County Board of Commissioners recently announced that the new Fire Station 13 – formerly located at 343 Buford Highway – will be constructed at 105 Main Street, Suwanee, as part of the planned Suwanee Town Center park expansion project.

Finding a Top Financial Advisor Firm in Suwanee, Georgia

Financial advisors typically have areas of specialty, so it's imperative that you choose one that understands the specific issues you need help with. To help you find and choose an advisor in Suwanee, Georgia, we've compiled this list of the city's top financial advisor firms, along with essential information you need to know. We've included info on each firm's investment strategies, fee schedules, advisory certifications and more. If you’re still unsure of whom to work with, SmartAsset’s financial advisor matching tool can connect you with up to three options in your area.

How We Found the Top Financial Advisor Firms in Suwanee, Georgia

SmartAsset’s experts put together this list of the top financial advisors in Suwanee, Georgia by first eliminating any firm that isn’t registered with the U.S. Securities and Exchange Commission (SEC). This is because all firms that are registered with the SEC are bound by fiduciary duty to act in their clients’ best interests at all times. To further narrow things down, SmartAsset removed any firms that have disclosures, do not offer financial planning services or do not focus on individual accounts. The results of this process are ordered below, from the most assets under management (AUM) to the least.

All information is accurate as of the writing of this article.

$205,269,943

2

Founded in 2005

Fee-only

5400 Laurel Springs Parkway

Suite 303

Suwanee, GA 30024

First on our list is Weaver Capital Management, a firm with hundreds of clients and millions in assets under management (AUM). Weaver is the most exclusive firm on this list, as it imposes an account minimum of $1 million. However, the firm may decide to waive this minimum at its discretion.

Though small in staff size, one of Weaver's advisors is a certified financial planner (CFP). Its client base is composed of mostly individuals without a high net worth, though it also works with high-net-worth individuals, pension plans, corporations and charities. Weaver is a fee-only firm.

Weaver Capital Management Background

Weaver Capital Management was founded in 2005, but its predecessor firm, Linksman Financial, first set up shop in 1993. DeWitt T. Weaver, III is the founder and principal owner of the firm. He has more than two decades worth of experience working with high-net-worth clients.

The firm splits its service offerings into two categories: investment management and wealth management. Both include portfolio management and financial goal-setting, among other services. The key difference between them is that wealth management includes the creation of a comprehensive financial plan, whereas investment management does not.

Weaver Capital Management Investment Strategy

Weaver Capital Management works to personalize its investment strategy to each client by talking to them to establish their risk tolerance, financial needs, investment objectives, time horizon and other relevant factors. To determine your risk tolerance, the firm will ask you to complete a questionnaire. Your advisor will then take this information and use it to create an asset allocation and strategy that’s best equipped to produce your desired returns. Weaver typically invests in a combination of individual large-cap stocks, exchange-traded funds (ETFs), mutual funds and fixed-income securities.

When analyzing potential investments, Weaver relies on a blend of fundamental, technical and cyclical analysis. Fundamental analysis looks to gauge a company or fund’s value by examining overall financial and economic factors alongside its basic information. Technical analysis is the practice of analyzing historical price and volume data as a way to forecast future prices. Lastly, cyclical analysis involves looking over the relationship between market cycles and prices to forecast future price movement.

Catalyst Wealth Management

$170,843,845

9

Founded in 2009

Fee-based

5400 Laurel Springs Parkway

Suite 203

Suwanee, GA 30024

Second on our list is Catalyst Wealth Management, which serves more than 320 individual clients. All but a handful of these clients are individuals, with just a few charitable organizations and businesses rounding things out.

The firm employs several advisors, four of whom work out of its Suwanee office. Of those four, one is a certified public accountant (CPA) and one is a certified financial planner (CFP). You’ll need at least $50,000 in investable assets to become a client, though this requirement is negotiable.

Catalyst Wealth Management is a fee-based firm, as some of its advisors are licensed to sell insurance products and conduct securities transactions on a commission basis. This could generate a potential conflict of interest, but the firm is still a fiduciary. Therefore, it must always act in the best interests of its clients.

Catalyst Wealth Management Background

Catalyst Wealth Management first opened for business in 2009, making it the youngest firm on this list. The firm is wholly owned by three employees: managing partners Christopher D. Pullaro, David A. Pierce and David S. Mirolli.

The firm’s core offerings consist of investment management and financial planning services. Additionally, the firm provides access to third-party money managers and wrap fee programs, and it occasionally holds educational workshops and seminars.

Catalyst Wealth Management Investment Strategy

The advisory team at Catalyst Wealth Management generally relies on fundamental analysis when it comes to analyzing potential investments for clients. This involves reviewing a company or fund's management team and financial information, along with overarching economic and industry conditions, to determine the value of that company or fund's underlying assets. Based on this, the firm can then decide if a security is being undervalued by the market.

When managing client assets, the firm’s advisors typically invest in a combination of individual equities, fixed-income instruments, mutual funds, exchange-traded funds (ETFs) and direct participation programs (DPPs). In the end, the investments that are chosen for your portfolio will be based on your risk tolerance, time horizon, income needs and financial goals.

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