Services
Objective, Comprehensive and
Curated Financial Advisory
Artisan Financial Strategies supports high net worth executives and business owners, helping you architect your financial future, growing and protecting wealth now, in the future, and generationally.
Our approach is truly comprehensive, addressing estate planning, investments, tax strategies and risk management.
Our Financial Advisory Services:
Protection
Risk management solutions to protect your family, business, and legacy.
Life Insurance
Disability Insurance
Long Term Care Insurance
Annuities
*Commission Fee
Planning
Guidance and advisory and to help you evaluate and address your most important financial goals.
Cash Flow Management
Risk Management
Tax Planning Strategies
Income Tax Strategies
Retirement & Education
Estate & Legacy Planning
Special Circumstances
Charitable Giving
Business & Executive Planning
*Planning Fee
Portfolios
Custom investment solutions and personalized investment management.
Portfolio & Strategy Selection
Asset Allocation & Location
Portfolio Rebalancing
Tax Minimization
Risk Capacity & Ongoing
Behavioral Coaching
*Assets Under Management
*Commission on Select Products
Who We Serve
To create an effective engagement that provides optimal value for each client, we typically establish an advisory relationship with individuals whose financial picture fits one or more of these criteria:
Household annual earned income > $350K (this includes restricted stock units and options)
Investable assets > $250K
Annual business revenue > $3M Business owners
Each member of our advisory team has a particular client focus, experience and commensurate fee level. Meredith accepts fewer new personal clients than the firm, as a whole. While these guidelines are not ironclad, her clients generally meet one or more of these criteria:
Household annual earned income > $500K (this includes restricted stock units and options)
Investable assets > $1M
Annual business revenue > $5M
From Transactions to Financial Transformations
In a world where financial services often feel transactional, Artisan Financial Strategies takes a radically different approach. We believe that true financial success stems from transformation, not mere transactions. This philosophy forms the cornerstone of our client-centric methodology, empowering individuals and families to align their financial choices with their deepest aspirations. Ultimately, money is a tool to get to this.
The Why Behind Financial Transformation
The shift from transactions to transformations is rooted in a profound understanding of our clients’ lives. Our clients are high-achieving women leaders and entrepreneurs facing unique financial challenges and opportunities. Their concerns extend beyond the balance sheet, encompassing aspirations for intergenerational wealth, business legacies, and personal fulfillment.
Financial transformation means addressing these deeper needs by providing a cohesive, integrated financial plan. Unlike the piecemeal, siloed advice that dominates the industry, our comprehensive approach ensures that every aspect of our clients’ financial lives is interconnected and aligned with their values and goals.
How We Deliver Transformative Outcomes
Our process is designed to lead clients from a state of financial complexity to one of clarity and confidence utilizing our key tenants
1. Empathy and Understanding
Transformation begins with understanding. We invest time in truly listening to our clients, delving into their hopes, fears, and life goals. Our empathetic approach acknowledges the emotional dimensions of wealth management, especially in complex scenarios like selling a business, tax complexities with company stock, or family dynamics around money.
2. Comprehensive Financial Planning
At AFS, every plan starts with our planning-first approach. This foundational strategy integrates investments, tax planning strategies, risk management, and estate planning into a single, coherent framework. By serving as a “quarterback” for our clients’ financial teams, we ensure that all elements work harmoniously toward achieving their desired outcomes.
3. Empowerment Through Education
Transformative financial planning isn’t just about creating a roadmap; it’s about empowering clients to take ownership of their journey. We demystify complex financial concepts, enabling clients to make informed decisions with confidence. Whether through one-on-one consultations, interactive webinars, or bespoke content, we prioritize clarity and accessibility.
4. Tailored Solutions for Unique Needs
Every client’s situation is unique, and so are our solutions. From managing the financial implications of life transitions to optimizing business exits, our strategies are as dynamic as the lives they serve. Our clients guide us in crafting personalized plans that resonate with their specific aspirations and challenges.
The Impact of Transformation
The results of our transformative approach are evident in the lives of our clients. They experience a newfound sense of control and security, knowing their financial plans are not only comprehensive but also flexible enough to adapt to life’s inevitable changes. Beyond financial metrics, our success is measured by the confidence and peace of mind our clients gain.
For example, by integrating estate planning with philanthropic goals, we help clients create lasting legacies that reflect their values. Similarly, our guidance on equity compensation or company stock enables corporate leaders to maximize their wealth while aligning their financial strategies with long-term objectives.
Why Transformation Matters
In today’s fast-paced world, financial decisions cannot remain static. Life is dynamic, and so is the financial landscape. By focusing on transformation, we provide our clients with more than just financial advice—we offer a partnership that evolves with them, ensuring their financial strategies remain relevant and effective over time.
This transformative journey is why our clients trust AFS not just to manage their wealth but to empower their lives. It’s why we remain committed to redefining financial advisory as a vehicle for meaningful change, helping our clients turn their financial goals into lived realities.
We are here to help you architect your
financial future. Let’s connect!
The Artisan Newsletter
Get our latest articles along with timely tips and financial insights.
Let's talk!
Phone: (770) 587-0281
Email: mmoore@artisanfsonline.com
1125 Cambridge Square, Suite C
Alpharetta, GA 30009
