Jeff M. Brandon CFP®️ Senior Wealth Planner

With nearly two decades of experience, Jeff works closely with affluent individuals and families by helping them develop a plan to achieve their long-term financial goals.

Jeff brings a broad background of working with clients in financial planning, investing, insurance, and estate planning. His analytical mindset and insight allow him to bring a refreshing approach to his clients.

Jeff and his family have lived in South Atlanta for over 20 years. When away from the office, Jeff stays involved with activities that impact his children and their peers.

Integrity is the most important value when it comes to financial advice. In an industry where most companies are trying to sell you their products, you want a partner who is going to give you impartial, objective advice that is free from conflicts of interest.

®️Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®️, Certified Financial Planner™️ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Georgia Institute of Technology – Bachelor of Industrial Engineering

  • Boys Scouts of America (Assistant Scoutmaster)
  • CFP®

Newnan, Georgia

Interests + Hobbies
  • Family
  • Performing in productions at the Newnan Theatre Company
  • Coaching and refereeing soccer at the Southern Soccer Academy
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Tim F. Agnew Managing Director
Julio Barahona Director of Operations
Lisa Curles Senior Client Service Specialist
Robert L. Kaercher Wealth Manager
Michael Mueller Senior Wealth Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist
Brad Swinsburg Chief Investment Officer