Phil Adra

Phil Adra

Wealth Management Advisor

  • CFP®
  • CPA
  • CLU®
  • CLTC®
FINRA BrokerCheck
  • CA License: #0K20086

5445 Triangle Pkwy, Suite 325
Peachtree Corners, GA 30092
770-246-8486 Visit my website

About my practice

A New Orleans native, I've lived in Atlanta since 2006. I'm married to Kimberly and we're proud parents to Cole, Annie, Case, and Crew. I specialize in comprehensive financial planning for small business owners, CPAs & physicians. Conversations with my clients revolve around creating a long-term financial game plan encompassing managing wealth, mitigating risk, and saving money tax efficiently.

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