Streeter Riddle Wealth Management

Specialties

Transforming financial lives by making comprehensive wealth management solutions accessible, understandable, and affordable.

We provide retirement planning, investment management, and tax planning and preparation to retirees and those nearing retirement.

We provide comprehensive financial planning, investment management, and tax planning to families and also to women who are suddenly single through death or divorce.

In partnership with the Riddle Law Group, LLC, we provide estate planning services to everyone because everyone needs an estate plan.

We proudly serve clients in East Cobb, Marietta, Roswell, Alpharetta, and Atlanta and we serve high net worth clients throughout the Southeast.

History

Established in 2011.

Justin Streeter, a CPA and Certified Financial Planner, headed the Atlanta office of a large independent broker-​dealer. Andrew Riddle was a partner in a major Atlanta law firm practicing in estate planning and wealth planning.

They met while working together professionally with a client and decided they could meet the needs of clients better as true business partners. In October of 2011, they formed Streeter Riddle Wealth Management and set about the task of reinventing wealth management.

The typical approach to wealth management is too fractured. Independent advisors (financial planners, CPAs, insurance agents, and lawyers) all working in their own silos on behalf of the same client with no coordination or communication. The result is a lot of confusing, and often conflicting, advice for the client to sort through.

Our firm breaks down the silos, putting the client in control and giving the client one firm that is accountable for all of the work, not just some of it.

Meet the Manager

Andrew R.

Manager

Andrew is an experienced wealth management and estate planning attorney as well as a Financial Advisor. Andrew acts as the firm’s Managing Principal.

Andrew is the past board chair of MUST Ministries, Inc., and has served on the board of MUST in various capacities since 2007.