Who We Are
Childs Company is a boutique private wealth management practice with 35+ years of financial management expertise. We provide comprehensive financial planning and investment strategies to business owners, executives, retirees and young professionals. We seek to engage deeply, while providing independent and objective advice and an extraordinary level of service for every client.
Deeply Rooted in Trust
Our core values are integrity, dependability and trustworthiness…but we understand that trust must be earned. We work hard to "go deep" and learn as much as we can about your personal situation, your goals, and your dreams. As fiduciaries to our clients, we are obligated to put your interests above our own. We do not sell or provide proprietary products and do not receive undisclosed fees or commissions from any third parties.
Deeply Focused on Business Owners
At Childs Company, we are more than financial advisors to the masses. As seasoned business owners ourselves, we understand the journey you are on because we have been there ourselves. We add value to our entrepreneurial clients by understanding your business and integrating business plans with personal financial plans. We are also able to assist our clients by consulting on succession and exit strategies.
At Childs Company, we believe that creating a sound financial plan and investment strategy begins with understanding who you are, where you come from, and where you want to go. We make every effort to gain a deep understanding of what drives you, such as your goals, aspirations, family values, and future life transitions. We call these drivers the "roots" that guide and inform all of our investment decisions. Download our brochure to learn how our client on-boarding process helps us learn what matters to you so together we can achieve your personal and financial goals.
Deeply Involved in Our Community
Whether you call it Johns Creek, Peachtree Corners or the 141 Corridor, we call it home. We live, work, and play here, so we do all we can to support local businesses, help our neighbors, and drive responsible growth and progress. If you call this place your home, we would love to get to know you.
Deeply Committed to Philanthropy
We do more than "give back" to the community. We actively support many of our clients' charitable organizations, including Camp Horizon, Corners Outreach, Cristo Rey, Good Samaritan Health Center, Juvenile Diabetes Research Foundation, Wellspring Living, Young Life and Your Grateful Nation.
Work with Us
Whether you need a financial advisor, some business advice, or you just want to meet us because we have similar goals and values, we would love make that happen. We are on a mission to get to know people in our neighborhood who are as deeply committed and engaged as we are to adding value and giving back to others.
Saving for Retirement
Changing Unhealthy Behaviors