In the 1980s, my parents left India to pursue the American dream. To do that, they left my brother and I behind to live in a country with little financial means and they spoke little of the language. Securing a financial future was a large part of their plan for success. After receiving poor investment advice from people more interested in padding their own pockets, my parents will likely never achieve the financial freedom of which they once dreamed.
My motivation as a financial advisor is to ensure that nothing like what happened to my parents happens to anyone else. I partner with my clients to understand their short- and long-term goals and build a comprehensive plan to achieve those goals with the hope for a lifelong partnership. I care for my clients the same way I wish someone had cared for my parents.
Regardless of your retirement, education, tax savings, or other financial goals, I will develop strategies specific to you. By implementing tailored solutions, timely advice and a vast array of investment opportunities, I will help you cross your financial finish line. Not only do I share best practices, but I apply the same care and commitment I would to my own financial decisions. My clients and their finances come first.
I live in Alpharetta with my wife and two sons. We love the outdoors and you can find me on the golf course, shooting the hooch, gasping for breath on the tennis court or enjoying the Alpharetta city center.
I serve on the Leadership Forsyth Board, Forsyth Chamber of Commerce Board and Bald Ridge Lodge Board. I am an active Lanier Forsyth rotary member. I support the Alzheimer’s Association, March of Dimes, Miracle Babies, Lionheart School, Vibha and Indian Friends of Atlanta.
I look forward to the opportunity to meet with you and demonstrate how I can partner in your financial future. Please contact me through this website, email or calling the office. I look forward to making your financial dreams a reality.
- Business Retirement Plans
- College Savings
- Wealth Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
Phone NumberAditya Patel at (678) 749-7089
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