Obedient Wealth Planning

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number N/a
Website obedientwp.com
Client types

Overview

Obedient Wealth Planning is an independent wealth management and financial planning practice based in Suwanee, Georgia, serving clients across the Metro Atlanta area. It was founded by Markell Bryant, a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®), who has roughly a decade of experience as a financial advisor alongside prior experience in banking and insurance underwriting. The practice focuses on comprehensive financial planning, retirement planning, and tax and estate coordination for high-earning professionals, pre-retirees, the "sandwich generation," and retirees. Obedient Wealth Planning operates independently, with investment advisory services offered through RFG Advisory, LLC (an SEC-registered investment adviser) and securities offered through Private Client Services, LLC (FINRA/SIPC member); client assets are custodied at Charles Schwab. Its stated philosophy centers on disciplined, values-driven planning, reflected in the founder's view that "a plan only works if you follow it."

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Obedient Wealth Planning

Platform Details

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