Wade R. Marcy
President / Chief Compliance Officer /
Chief Financial Planner / Managing Partner
Wade is a Financial Planner with over 8 years of experience in financial services. He has worked with a wide range of clients to educate and put together financial strategies to help them reach their goals. Coming from a small family business himself, Wade enjoys working with business owners to develop strategies to protect their assets as well as implement retirement planning strategies that accomplish their goals as well as those of their employees.
Wade lives in Acworth, GA, and is married to his beautiful wife, Amanda. They have 2 adorable children, Mason love 6 and Charlotte 3. They have 4 pets - Ellie, a Lab mix, Millie, a Golden Retriever, Suri, a Siamese cat, and Khalesi, a Tabby cat. Wade and his family attend North Star Church in Kennesaw, GA.
