Overview

Owenby Jones Wealth Management is a financial planning firm located in Alpharetta, GA. We offer a variety of services to help our clients achieve their financial goals, including wealth planning, asset management, estate planning, insurance planning, and tax planning. We have a team of experienced professionals who are committed to providing our clients with the best possible service. If you are looking for a financial advisor, Owenby Jones Wealth Management is the perfect choice. We will work with you to understand your individual needs and goals and develop a personalized financial plan that will help you achieve them. We are also available to provide ongoing support and guidance as your financial situation changes.

Locations

Headquarter
  • Location

    755 North Point Parkway Suite 209 Alpharetta Georgia United States 30022

Focus Area

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Focus Service

Focus Client

  • Small Business (<$100000) 90%
  • Medium Business ($100001 - $500000) 10%

Focus Industry

  • Information Technology 35%
  • Business Services 25%
  • Retail 25%
  • Real Estate 15%

Portfolios

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