Avery & Pope Wealth Management is a full service wealth management firm consisting of two principals, Parks Avery and Kris Pope and two affiliated investment advisers Rhodes Shell and Jason Eaker.
Before we implement a financial program for you, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.
After we implement your investment program, we will continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.
This communication is strictly intended for individuals residing in the states of AL, FL, GA, NC, CA, NM, SC, and VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Avery and Pope Wealth Management,36 South Court Square, 2nd Floor, Newnan, GA 30263 770-683-6603
Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
Company Details
- Employees
- 6
- Founded
- -
- Address
- 36 South Court Square, 2nd Floor, Newnan,ga 30263,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- averyandpope.com
- Keywords
- Comprehesive Financial Planning, Retirement Plan Consulting, Estate Planning, Investment Management.
- HQ
- Newnan, GA
Avery & Pope Wealth Management Questions
Avery & Pope Wealth Management's website is averyandpope.com
Avery & Pope Wealth Management's LinkedIn profile is https://www.linkedin.com/company/avery-&-pope-wealth-management
Avery & Pope Wealth Management has
6 employees.
View email and phone details for 6
employees at Avery & Pope Wealth Management.
Avery & Pope Wealth Management's industry is
Financial Services
Avery & Pope Wealth Management's top competitors are
Metric Point Capital,
Reveille Wealth Management,
Numa Consulting,
Verum Partners,
Jericho Partnership,
Radar Net Lease,
Skyflow,
Dunlap & Associates Wealth Management,
Tyko Capital,
Gracie Point.
Avery & Pope Wealth Management's categories are Financial Services
Avery & Pope Wealth Management's founding year is 2011
