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Financial Planning for the Modern Investor

Today’s investors face unique challenges that no recent generations have experienced. We’ve built a planning solution that meets you where you are, with services crafted to meet your specific needs.

Who we are

Jato Wealth Advisory, LLC is a Georgia-based Financial Planning and Investment Advisory Firm. We specialize in helping individuals and families navigate complex financial situations like self-employment, multiple investment vehicles, or real estate investments. As a fee-only financial advisor firm, we’ve taken an oath to be a fiduciary to you. 

Our financial planning process is an ongoing relationship. We get to know you on a personal level to understand your goals, passions, and interests. As you navigate life, we customize your plan around where you stand and where you want to be. Tax strategies, family planning, real estate, budgeting, self-employment and retirement investments only represent a few of the decisions you may face in your lifetime, and we have the tools and resources to help guide you.

Who we serve

Business Owners

Tech Professionals

Freelancers

Real Estate Professionals

Working with us

We believe that everyone deserves a trusted advisor in their corner. Therefore, we don’t have an asset minimum, and our fee structure is based on the services we provide. Check out our Advisory Services or Who We Serve to learn more.

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