Financial Planning and Investment Management for Individuals and Families

What drives you? What do you want from life? We listen. Then we develop a realistic financial plan to help achieve the life you want.

Retirement Planning

Taking under consideration all the financial tools available, we give you a realistic understanding of the actions you can take now to live well in retirement.

Sustainable Budgeting

We work with you to create a budgeting process that will work from now through retirement, recommending tools and actions for follow-through.

Education Planning

Education is a major expense. We help families consider their education funding options to plan for it effectively and affordably.

Investment Management

Our fee-only approach to investment management gives us the flexibility to use objective, cost-effective management solutions that align with your risk tolerance and goals.

Investment Consulting

We evaluate investment strategy on its propensity to achieve your needed rate of return, also advising on action steps to improve the balance between risk and performance.

Tax Planning*

We consider your unique tax situation when advising any investments or when handling any capital gains/losses on your account.

Insurance Management

Our advice speaks directly to contingency planning and choosing the right insurance method to protect your assets. When necessary, we will work with your existing insurance agent, or suggest qualified insurance professionals.

Estate and Legacy Planning*

Estate planning involves the coordination of financial possibilities with legal documentation.  We collaborate with estate planning attorneys to ensure your legacy goals will become reality.

*Nora Wealth does not provide tax or legal advice but will work with your independent tax professional or attorney. Please consult a qualified professional for assistance with any tax or legal issues.

Nora Wealth Advisors, LLC

1075 Peachtree Street NE, Suite 3650
Atlanta, GA 30309

Phone: 404-965-3639

Nora Wealth Advisors, LLC is a fee-only advisor. We do not receive commission on any financial product we recommend. Our sole interest in your money management is you.