Wealth Enhancement Group (formerly JOYN Advisors)

Wealth Enhancement Group (formerly JOYN Advisors)

Company Info

Market: Metro Atlanta
Category: Financial Services
Sub Category: Behavioral Wealth Management, Estate Planning, Financial Planning, Investments, Tax Planning
Established: 1991

Other Awards: Financial Times Top Financial Advisors FT 300 Ranking (2018, 2015, 2014); Financial Advisor Top National Investment Advisors (2015, 2014, 2012, 2011); WealthManagement.com REP Top Registered Investment Advisors (2014); NABCAP Premier Advisors Georgia Premier Advisor (2013); Atlanta Business Chronicle Atlanta’s Top Wealth Managers (2009-2013)

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About Wealth Enhancement Group (formerly JOYN Advisors)

All the specialists you need, all in one place. Built to simplify your financial life so that you can stress less and make more confident decisions.

 

A 3-step process designed to simplify your financial life

Your financial life will be considered from every angle, including financial planning, retirement income planning, tax strategies, investment management, estate planning and insurance. When your needs require special expertise, our Roundtable™ team of specialists and advisors will be there to deliver strategies that integrate with your plan.

While your circumstances may change and your goals may evolve, you’ll always have a plan and one place to turn for all your financial needs. You can rest in the comfort of knowing your financial life remains unified.

Ideal Client

  • Age 50+
  • Pre-retiree or retirees
  • Seeking guidance with financial decisions during major life transitions

Ideal Referral Partners

  • CPAs
  • Attorneys
  • Business Owners
  • Investment Bankers
  • Caregiving Specialists
  • Banking Solutions Providers

Stress less. Live more.

At Wealth Enhancement Group, we believe that money is merely one tool for creating a meaningful,
fulfilling life. We go far beyond the numbers to incorporate what we call a passion for the human factor,
blending comprehensive wealth management with the wisdom of behavioral science to empower you
with the clarity to make confident decisions about your money.

We call it Behavioral Wealth Management™, and it’s another way we help simplify your financial life.

Comprehensive Wealth Management

We deliver all the specialists you need, all in one place, so that you can
rest assured no stone is left unturned when it comes to your financial plan.

Stress Reduction & Decision-Making Tools

Stress is a problem for your health, brain function and decision-making
process. We apply recent brain science to training and coaching materials
that seek to mitigate stress and prevent impulsive decision-making.

Life Event Experience

You only live once, so navigating experiences like retirement, selling
a business, and divorce can be stressful. Our team has guided clients
through these events for years. We can help you evaluate the choices,
costs, risks, and opportunities—both quantitative and qualitative.

Passion for the Human Factor

We’re all human, not rational robots. So if you call us feeling anxious about
your portfolio, we don’t launch into a financial lecture. Instead, we dig to
find the root cause of your concern and focus on a potential solution.

Contact Wealth Enhancement Group (formerly JOYN Advisors)

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