Brett Richards, CFA, MBA

Brett Richards is a wealth advisor, dedicated to helping business owners and working professionals navigate the complexities of wealth planning, investment management, tax strategy, and risk management.

Rooted in Cobb County, where he grew up and now raises his family, Brett brings a grounded, community‑focused perspective to his work. He is a CFA® charterholder, earned a MBA in Finance, and former collegiate swimmer, achievements that reflect the disciplined learning and resilience that have shaped every chapter of his life. That same discipline guides his approach to advising clients, helping them build clarity, confidence, and long‑term financial strength.

Over the course of his career, Brett has worked with a wide range of clients, from Ultra-high‑net‑worth families to entrepreneurs and working professionals. His philosophy is simple: disciplined learning creates better decisions, and better decisions create better outcomes. He applies this mindset daily as he partners with clients to align their wealth with their goals, values, and future aspirations.

Outside of work, Brett is a devoted father to two boys, ages 13 and 10, and an enthusiastic UGA football fan. He enjoys camping, golfing, cooking, and sharing meaningful experiences with his sons. He is also passionate about giving back, volunteering in his community and mentoring younger people who are navigating their own personal and professional journeys.

Approachable, thoughtful, and committed to lifelong growth, Brett brings both expertise and heart to the families and individuals he serves.