Welcome to Advisory Services, Ltd.
Established in 1974, Advisory
Services, Ltd. is an Atlanta based
financial advisory firm providing its clients unique assistance in
the coordination of their investment and financial programs. The
firm draws upon broad financial backgrounds in the areas of accounting,
taxation, insurance, securities, real estate, and investments to
develop the client's coordinated program.
Most of the firm's clients are the owners of successful, privately
held businesses, executive officers of larger companies, or individuals
who have accumulated significant wealth. Whether in the process
of accumulating capital or having already accumulated capital,
the clients seek counsel in evaluating alternative financial, investment,
and wealth transfer opportunities.
Typically, an individual becomes a client of Advisory
Services, Ltd. because his or her primary concerns are elsewhere...earning
a livelihood, building and managing a business, or working on behalf
of civic and charitable causes. Often, this successful individual
has neither the time nor the inclination to become involved in
fields unrelated to his or her primary endeavors. The individual's
position and opportunities warrant having a personal and business
financial advisor.
The firm's services include a review and analysis of a client's
financial objectives, economic resources, and investment temperament.
The firm assists the client in identifying goals, analyzing opportunities,
and designing new financial programs to assist in achieving the
defined objectives. The programs are designed to help the client
make informed decisions in terms of the client's unique situation.
Advisory Services,
Ltd. represents the client's interests exclusively.
The firm does not provide any legal or accounting services or broker
any products on behalf of its advisory clients. The firm is compensated
on a fee basis.
TO LEARN MORE ABOUT THE SERVICES...
An introductory meeting provides the prospective
client with an opportunity to meet the firm's personnel, learn
more about the nature of the firm's services, and discuss his or
her own unique situation. There is no cost or obligation for this
initial meeting. Click here to make an appointment.
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