Lifelong Relationships. Member Atlanta Estate Planning Council Member of The Financial Services Institute Events on Wall Street


Kilpatrick Advisors, Inc. is a premier investment management services firm that provides a wide range of financial services to a diversified client base.  Founded in 2002, the firm is headquartered in Atlanta. 

We help individuals, corporations and families proactively address the key wealth issues that they face over the course of their lifetime.  Those issues include:

  1. Maximizing the value of  qualified retirement plans and tax deferred investments.
  2. Defining your legacy plan for your family and your passions.
  3. Effectively using credit.
  4. Enhancing the value and protecting compensatory stock options and restricted stock.
  5. Business succession planning.
  6. Devising gifting strategies to children and charities.
  7. Selecting the best entities for your durable power of attorney and health care power, executor of your will and estate.
  8. Ensuring that your assets are titled properly and coordinated with wills and trusts.

Securities by Licensed Individuals Offered through Investacorp, Inc. A Registered Broker/Dealer.  Member FINRA, SIPC. Advisory Services offered through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm



 

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