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Their founder, Kendrick Mercer started the firm as a law practice in 1985 to work with clients to give them the best service possible and deliver economic freedom so “they don’t have to worry about money.” They have been offering financial services in their Atlanta location since 2008.Īs a full-service wealth management firm, the firm looks at your financial life holistically by blending investment advice, financial planning and real-life goal-setting. Mercer Global Advisors is a registered investment advisor with many offices across the U.S. The office provides a convenient, local location for those living in the Atlanta metropolitan area to learn more about our portfolio management services and investment opportunities. The Atlanta, Georgia office is located in The Perimeter Center near the Turner McDonald Parkway. Fisher Investments serves over 50,000 private clients and global investing expertise.
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True to Fisher’s vision, the independent money-management firm has been enjoying the trust of businesses, individuals, couples and families for more than 35 years and manages over $100 billion in assets for individual investors and institutional investors across North America and Europe. He designed the firm with one vision in mind: “putting clients at the forefront and building an investment management firm to support long-term investments objectives.” Their founder, Ken Fisher, believes the first step of successful investment management is putting clients’ interests first. The Edelman Financial Engine Atlanta office is by appointment only and is located near downtown, overlooking the Hartsfield-Jackson Atlanta International Airport.įisher Investments has managed portfolios for tens of thousands of investors and offers competitive, transparent fees. Financial Engines remains the brand in the company’s workplace business, and is the largest independent registered investment advisor in the nation today, serving over 1 million people with over $150 Billion assets under management.
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In 2018, they merged with Edelman Financial Services. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs. They also offer fiduciary services, and are legally and ethically required to put client interests before their own.Įdelman Financial Engine’s call-in radio program, “The Ric Edelman Show,” airs in markets across the US. They provide objective, fee-based advice and asset management with an aim to help you build a better financial future.
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Invisors is a boutique provider of Workday Human Capital Management, Workday Financial Management, and Workday Planning Deployment Services, exclusively focused on Workday deployments for customers who want to be self-sufficient upon go-live.Edelman Financial Engines has over 30 years’ experience in the financial sector and has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. Workday does an exceptional job of training their Certified Service Providers and requiring them to follow the same Workday Deployment Methodology, but not all Workday Certified Service Providers have the same business models or motivation. From initial deployments to planning and analytics projects, Invisors delivers a more intelligent Workday by helping you to find and use the data all around you. We believe the most important measure of our teamᅢᄁ¬ツᆲ¬トᄁs success is your ability to convert business data into actionable business intelligence in Workday. As a Certified Workday Services Partner, Invisors helps customers utilize their organizational data to make better-informed business decisions through the deployment of Workday's unified solution.