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About Meagher financial

Personalized Financial Planning

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Your Goals. Our Guidance. Built for Life.

Who we are

At Meagher Financial Services, we’re more than financial advisors—we’re partners in your financial life. As an independent firm based in Roswell, Georgia, we specialize in helping families and individuals across Metro Atlanta and the Southeast pursue their goals with confidence.


Founded by Charlie R. “Bubba” Meagher and joined by his son Taylor, our family-run firm brings a multigenerational perspective to planning. We serve as your Personal Financial Consultant, helping you make informed, values-driven decisions across investing, insurance, and estate coordination—so your money supports what matters most to you.


We don’t sell products. We build relationships, rooted in dependability and clarity.

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Meagher Financial Services is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our mission statement

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President

Charlie R. “Bubba” Meagher

Charlie “Bubba” Meagher earned his first securities license while still a senior in college. Soon after graduation, he was entrusted with overseeing more than 3,000 registered insurance and securities representatives across the southeastern United States. Building on that foundation, Bubba took the natural next step by founding Meagher Financial Services, where his mission has always been to help clients bring order and clarity to their legal, investment, and insurance affairs.


Bubba is a Registered Representative with FINRA through Kovack Securities, Inc. He has completed the Series 6, 7, 24, 63, and 65 examinations and is an active member of both the Financial Planners Association and the International Financial Planners Association.


Beyond his professional achievements, Bubba considers his greatest blessing marrying his wife, Debbie. Together, they raised three children—Melissa, Taylor, and Wyatt—and are proud grandparents to five grandchildren: Madeline, Mercer, Mary-Katherine, Rylee Emma, and Nolan Charles . Bubba and Debbie are devoted members of Mount Bethel United Methodist Church in Marietta, Georgia, where Bubba serves as both a Stephen Minister and Bible Study Facilitator. They are also passionate supporters of the American Cancer Society and several veterans’ charities.


In his free time, Bubba enjoys golf, hunting, and fishing, pursuits that have taken him across the United States, Alaska, Canada, Central America, and South America. He is also an active committee member of Ducks Unlimited, reflecting his love for conservation and the outdoors.

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Vice president

John “Taylor” Meagher

John “Taylor” Meagher began his career auditing life insurance policies at Meagher Financial Services shortly after earning his degree. Encouraged by his father, Bubba, he set out to broaden his expertise by working under the mentorship of other industry leaders. Over the years, Taylor gained valuable experience with a regional broker-dealer and went on to serve for more than a decade as Life Brokerage Director at an Insurance Marketing Organization.

Nearly 15 years later, Taylor and Bubba reunited with a shared vision: to establish a generational, full-service wealth management firm built on trust, integrity, and family values.


Taylor is a Registered Representative with FINRA through Kovack Securities, Inc. and has successfully completed the Series 7, 63, and 65 examinations. He is also an active member of the Financial Planners Association, the International Financial Planners Association, and the North American Insurance and Financial Advisors Association.


Outside of the office, Taylor enjoys life with his wife, Jessica, and their two children, Rylee Emma and Nolan Charles. Together, they share a love for the outdoors—whether exploring National Parks, scuba diving, paddle boarding, surfing, or hiking. Taylor is also an avid tennis player, golfer, and fisherman, and, true to his Southern roots, a devoted college football fan.

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Our Process: How We Help You Move Forward

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Start with a Conversation

We get to know your story—your goals, your values, your questions. Whether you’re nearing retirement or just starting out, we’ll begin with where you are.

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Analyze Your Financial Picture

We assess your assets, income, risks, and gaps—so we can build a plan that truly reflects your life and priorities.

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Monitor & Adjust

Life changes, markets shift, and your plan should keep up. We meet regularly to adjust strategies, review progress, and stay aligned with your goals.

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Clarify Your Goals

From building a nest egg to help protecting your family or potentially reducing taxes, we’ll define your objectives and outline what success may look like to you.

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Build a Custom Strategy

Your plan will blend diversified investment strategies, tax-smart planning, and risk management tailored to financial objectives, risk tolerance and individual goals. We prioritize process over product to deliver personalized strategies that fit your unique financial journey.

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Ready to Build Your Plan?

start your journey today

You deserve a financial strategy that reflects your life—not someone else’s idea of success. Whether you’re navigating a life change, planning for retirement, or simply unsure if your current advisor is working in your best interest, we’re here to help.