Steve Kilpatrick, PFS, CFP®

Kilpatrick Advisors use the guidelines of quantitative finance to help clients achieve their goals.

We aim to help our clients achieve their financial and personal goals and dreams. We comprehensively review our clients’ goals and resources to design, implement and monitor a plan tailored to those specific needs.

Our principle-based commitment to excellence has made Kilpatrick Advisors one of the premier financial services providers in the world.

Steve Kilpatrick has been a member of the financial services industry since 1993.

Prior to entering the financial services industry Steve was a Certified Public Accountant (CPA currently non-active), and holds the AICPA's Personal Financial Specialist designation. He is also a CERTIFIED FINANCIAL PLANNER® and holds Series 7, 9, 10 and 63 securities industry licenses, commodities and insurance licenses.Steve has been a member of The Georgia Chamber of Commerce since 2002 and has served on the Chamber's board of directors for the past 8 years. He is also a member of The American Institute of Certified Public Accountants (AICPA) and the Financial Services Institure (FSI).

Steve and his family are active in the Atlanta community and through several state, regional and global charitable organizations. Kilpatrick Advisors sponsors an annual internship to help train and develop principled future financial advisors in the Atlanta community.

Kilpatrick Advisors supports Brunswick's MAP International (www.MAP.org), ranked by Forbes magazine (www.CharityNav.org) as one of the most effective and efficient global organizations in the world. Kilpatrick Advisors also contributes to The Atlanta Women's Mission, it's neighbor near the Georgia Tech campus on 10th Street.

Steve is active in the academic community, volunteering his time to the Georgia University commmunity and to his alma mater, Stetson University.   He is a member of the Pi Kappa Phi Foundation and was a member of the foundation's Centennial Commission. Steve and his family live in midtown Atlanta.

Kilpatrick Advisors

Principled Asset Management

Leaders in premier investment advisory services and comprehensive wealth management.

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