Also known as southbridge
Southbridge Advisors is a wealth management firm based in Marietta, Georgia, serving the Atlanta area. Founded in 2019, it reports about $353 million in assets under management. The firm offers financial planning, investment management and 401(k) plan consulting. It operates as a fiduciary and emphasizes retirement planning expertise, covering both accumulation and distribution of retirement accounts, along with disciplined risk management and transparency.
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Southbridge Advisors is a wealth manager based in Marietta, United States, managing approximately $353M in assets.
Southbridge Advisors is headquartered in Marietta, United States.
Southbridge Advisors manages approximately $353M in assets under management.
Southbridge Advisors was founded in 2019.
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