MBA Advisors

Specialties

Fee based planning and Fee based investment management.

History

Established in 1983.

Originally founded to manage family finances and investments, the business grew to help more successful people, too busy to organize and focus their diverse financial assets and needs. As Financial Planning started to grow in the late 80’s, it seemed to logically fit with the practice and we moved that direction. Fee based practices now put both advisor and client on the same side of the table, constantly working to keep updated to incredible uncertainties. Today we are highly selective to ensure new clients fit with the successful people we have helped for decades.

Meet the Business Owner

Terry M.

Business Owner

Originally from Morrow GA (named after my family) and raised in the Air Force. After multiple MBA’s and five years in the Army, worked as assistant to the CEO of one of the largest corporations in the world doing internal consulting. After a hip replacement at 35, the DR advised getting out of the high stress corporate life; so I returned to Atlanta to manage family financial affairs. Over time it grew to other successful families who wanted someone who cared about their family too. Now adding a second home in Historic Savannah, where clients will spend long weekends with us and review their complete financial portfoilos.