Dan Lewis believes wealth management is about more than investments. – Its about helping people make confident decisions, care for their families, and enjoy the life they’ve worked hard to build.  

With nearly 20 years of experience as a financial advisor and portfolio manager, Dan is an Accredited Investment Fiduciary® who works with select individuals, families and business owners to simplify financial complexity, and create clear, actionable strategies for the future.  Dan specializes in retirement income planning, investment management and estate planning strategies.

Outside of the office, Dan enjoys spending time with his wife and two children, golfing and taking advantage of everything the Atlanta area has to offer.