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Asset Management

Build a Portfolio That Supports the Life You Want.

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Our Investment Philosophy:

Planning First, Products Last.

At Meagher Financial Services, we help you invest with purpose. Our asset management services are tailored to your goals, risk comfort, and timeline—not a generic model or product list. Based in Roswell and serving clients across Metro Atlanta and the Southeast, we work as your Personal Financial Officer to help you grow, protect, and align your wealth with what matters most.


As advisors following a fiduciary standard, we act in your best interest and offer written confirmation of that commitment. We don’t sell investment products—we build relationships and long-term strategies.

Mapping Towards Success

We believe successful investing is about goals, not gimmicks. Our process avoids market timing, emotional swings, and short-sighted decisions. Instead, we:

  • Start with your objectives

  • Build diversified portfolios tailored to your life

  • Apply data-backed risk management strategies

  • Help you stay disciplined through market cycles

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Real-Life Financial Support

We also support investment decisions triggered by major life events, such as:

  • Inheritance or legal settlements
  • Sale of real estate or business
  • Retirement rollovers
  • CD or bond maturities
  • Excess cash deployment

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Investment Options That Fit You

We offer access to a wide array of investment vehicles, including:

  • Mutual Funds
  • Common Stocks & Bonds
  • Variable Annuities
  • Alternative Investments
  • Brokerage Accounts
  • Managed Accounts through TAMPS and other platforms

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Personalized Portfolio Design

We build investment strategies tailored to your life—not someone else's model. Each portfolio is constructed based on your unique goals, time horizon, income needs, and risk comfort. Whether you’re building wealth or shifting into income mode, your strategy reflects your priorities.

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Diversified, Risk-Aware Strategies

We apply diversified strategies designed to smooth volatility, manage downside risk, and adapt to changing markets—all while helping you stay focused on long-term results.

Frequently Asked Questions

Got Questions? We Have Answers.

  • What’s the minimum to work with you?

    We typically work with clients who have $250,000 or more in investable assets, but we’re happy to discuss options based on your needs and goals.

  • Can you manage my existing 401(k) or IRA?

    Yes. We can help with rollover planning or incorporate existing retirement accounts into your broader investment strategy.

  • Do you use proprietary funds or get paid commissions?

    No. As fiduciaries, we use independent platforms and receive no commissions or kickbacks for investment recommendations.

  • How do I know my money is safe?

    Your assets are held with well-established custodians. We also emphasize transparency, direct access to your advisor, and regular performance reporting.