Nathan is the founder and managing partner of Lanier Financial Group, a fiduciary driven RIA (registered investment advisor), that provides investment management and financial planning services to: physicians, HNW (high net worth) individuals, HENRYs (High Earners, Not Rich Yet), nonprofit endowments, and couples either going through or considering divorce. Nathan has over a decade of experience working in finance (institutional and retail) and takes enormous pride in providing objective, unbiased, and transparent advice. He had a strong desire from a young age to run his own business; as he often tagged along with his grandfather (who was a business owner) to meetings as child during the summer. His grandfather taught him that business relationships are worthless without a personal connection and a desire to see each other succeed.Clients often choose to work with Nathan because of his autonomy, long term vision, personalized approach, and his “straight shooter” attitude; as he rather be forthright and is not afraid to deliver a less than desirable message or challenge a client to make changes that will provide better results from their financial plan or investment strategy. Specialties include: efficient budgeting & cash flow management, accelerated student loan (practice loans & consumer debts) repayment plans, tax planning, risk management, portfolio management (stocks, bonds, ETFs, preferred stocks, options, warrants), retirement income planning, education funding, employee benefit integration, and ESOP/ESPP/RSU/stock option plan divesting and protection.Hobbies and Interests: spending time with family, golf, basketball, boating/swimming, Atlanta Falcons and Georgia Bulldogs football, reading (biographies and finance/business related), and keeping up with global economic and business news.
Listed skills include Divorce Planning, Financial Planning, Portfolio Management, Business Planning, and 13 others.
