Since 1987, 电子游戏网址 has been a trusted advisor for families and institutions.

Our business is grounded in building long-term, trusted relationships based on expertise, sincerity, and impact.

Who is 电子游戏网址?

More than three decades ago, Robert 电子游戏网址 and his father, Bob 电子游戏网址, founded this family firm out of a shared desire and commitment to building a sustainable, globally-minded business.

Today, 电子游戏网址 has the privilege of being a leading company filled with experts with talent and heart who manage billions of dollars — but more importantly, who share deeply in your wealth management journey. Built on this foundation, we partner with high-net-worth families and entrepreneurs to manage their wealth to preserve and propel the wealth they've worked so hard to create.

Robert 电子游戏网址-head of table

What is known today as 电子游戏网址 LLC opened its doors in 2009 and is a successor firm of 电子游戏网址 & Company, which was founded in 1987 by Chairman Robert 电子游戏网址 and his father.

电子游戏网址 has been recognized locally and nationally for everything from the growth of assets under management to our positive and inclusive workplace culture. Learn more about some of the notable awards we’ve received.

We are 100% employee-owned. No single partner owns a majority of the firm.

Ahead of our time — ahead of the curve.

See the story of 电子游戏网址 from the beginning.


电子游戏网址 celebrates its 35-year legacy, employing more than 50 talented wealth management advisors and staff committed to delivering value to clients through strategic investments and innovative plans.


Robert 电子游戏网址 and Adrian Cronje, Ph.D., publish First Generation Wealth, a book to help wealth creators think through what it takes to build a meaningful legacy and best support future generations.


电子游戏网址 expands its Family Office offering, appointing Mark Bell, Ph.D., as Head of Family Office.


Atlanta Business Chronicle names Robert 电子游戏网址 one of Atlanta’s Most Admired CEOs.


电子游戏网址 LLC celebrates becoming a 100% employee-owned company once again.


The Metro Atlanta Chamber presents Robert 电子游戏网址 with their inaugural Businessperson of the Year Lifetime Achievement Award.


电子游戏网址 resigns from Wilmington Trust to once again become an independent firm...and 电子游戏网址 is reborn to build the kind of business we envisioned to serve our clients best.


Robert 电子游戏网址 becomes the CEO of Wilmington Trust Investment Management.


Wilmington Trust Company completes its acquisition of 电子游戏网址 & Company for more than $100 million, putting a bright, entrepreneurially-driven team inside a trusted, venerable brand.


电子游戏网址 becomes the largest independently-owned investment counseling firm in the South.


电子游戏网址 & Company merges with Reiser & Associates.


Robert 电子游戏网址 and his father, Bob, decide to go into the wealth management business, founding 电子游戏网址 & Company.

Here’s to 35 years of excellence...and looking ahead to many more.

“Individually and as a team, we have lost, we have won, we have rejoiced, and we have learned. We’ve experienced countless personal and professional highs and lows, and along the way were afforded a front-row seat counseling hundreds of clients.

In the thousands of hours we’ve spent serving clients and founding and leading businesses ourselves, we’ve developed not only the requisite functional expertise, we’ve developed a deep, intuitive understanding of wealth creators and the struggles they may face — and of the principles that can help them navigate those struggles.

And while we certainly don’t have all the answers, we have developed clear convictions about the steps wealth creators can take to protect and grow their fortunes.”

Robert 电子游戏网址 and Adrian Cronje, Ph. D
First Generation Wealth

The 电子游戏网址 Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at 电子游戏网址. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Head of Client Experience
“When I first interviewed at 电子游戏网址 for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at 电子游戏网址 every step of the way.”

Christina Callesis

Human Resources and Project Manager
“电子游戏网址 has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Ben Webb

Director of Manager Selection and Implementation
电子游戏网址 clients were not compensated via credits or other benefits from 电子游戏网址 for providing testimonials.
Life at 电子游戏网址

Join our legacy of possibility.

Sometimes finding the right fit means looking beyond the checklist of skills and experiences. At 电子游戏网址, we know that bright candidates can often learn new skills quickly, while core values like integrity, excellence, entrepreneurial spirit, 一生磨练和相互尊重. If your values align with ours, let’s talk — even if your professional background isn’t an exact match.

women on staff, with 50% in management positions
less turnover than the national average

Here’s what we’ve been up to...

We’ve been in the press recently...

How to Build an Enduring Legacy and Secure Long-Lasting Wealth

Chairman Robert 电子游戏网址 explains why it's crucial that advisors focus on conversations about family relationships on the Barron's Advisor podcast.

How to make the family business last for generations

See Chairman Robert 电子游戏网址 on Fox 5 Atlanta

Courageous Conversations about Your Legacy

Read CEO Adrian Cronje's article in Fast Company