Georgia Logic clients are typically business owners with a net worth from $2 million to $20 million or more, high income professionals, and families with trusts or resources in a similar range of net worth. Clients typically come to Georgia Logic when they outgrow their current financial advisor(s) or want a level of personal service unavailable at big financial firms that focus on large commercial entities.

Our median individual client is in their 40s, 50s, or early 60s and focused on maximizing their income and net worth rather than seeking the ultra conservative planning appropriate for fixed income retirees. The Georgia Logic client is conservative in investment strategy but acts quickly on an opportunity to buy out a competitor at a heavy discount or to capture a quality commercial real estate parcel in a pre-foreclosure situation. Georgia Logic clients expect and receive no-compromise service and flawless analysis from a team of street-smart sophisticated financial advisors.