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Independent Fiduciary Financial AdvisorS

Helping You Navigate Life’s Financial Crossroads.

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Asset Management

Build a diversified portfolio designed around your timeline, risk tolerance, and long-term goals. We offer hands-on asset management and tax-efficient strategies tailored to you.
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Goal-Based Planning

 From college savings to retirement income, we build holistic plans centered on your real-life goals—so your financial decisions align with the future you envision.

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Customization & Control

Your life changes—your plan should too. From windfalls to career moves, we help you adjust your strategy quickly so your money stays aligned with your goals.
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Your Partner in Personalized Financial Planning

Committed to You & Your Goals

Founded in Roswell and serving families across the Atlanta metro and Southeast, Meagher Financial Services is a multigenerational firm that treats clients like family. We believe great financial planning isn’t about selling products—it’s about understanding your priorities and crafting a plan that supports them.


Our advisors don’t lead with investments or insurance. We start with what matters to you—whether that's preparing for retirement, supporting aging parents, or funding a grandchild’s education—and build a strategy that integrates every piece: your investments, your risk protection, and your legal and estate needs.

Guidance for Every Stage of Life

Why Choose Meagher Financial Services?

We provide a written fiduciary agreement and act in your best interest at every step. No sales quotas, no conflicts of interest—just objective advice.

Fiduciary-First Approach

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We use a “three-legged stool” framework to ensure every financial plan is balanced across investments, insurance, and estate considerations. No matter where you are in life, we help you move forward with clarity.

Goal-Centered Planning

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Independent & Family-Owned

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As an independent firm, we’re not tied to any specific provider or product. Our roots in the Atlanta area—and in family service—mean we value relationships over transactions.

Helping Families Gain Financial Confidence—One Goal at a Time.

- our mission

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Get in touch

Let’s Talk About Your Financial Future.

Whether you're planning for retirement, managing a financial windfall, or simply looking for an advisor you can trust, we're ready to help. There’s no obligation—just a conversation.