Peachtree Wealth Strategies

What Peachtree Wealth Strategies does

Peachtree Wealth Strategies, LLC is a private wealth management and retirement plan consulting firm headquartered at 900 Ashwood Parkway, Suite 330 in Atlanta, Georgia. Founded in 2011 as an affiliate of Bay Financial Associates (operating since 1951), the firm is registered to provide advisory services across 20 U.S. states and is led by Managing Principal George E. Diamantis alongside a bench of CFP, AIF, ChFC, CLU, and CFS-credentialed professionals with prior backgrounds in law, operations, institutional sales, and consulting. Its service offering spans investment management, retirement plan consulting (including fiduciary benchmarking), estate planning, business planning, executive benefit planning, and financial planning, targeting high-net-worth individuals, business owners, and retirement plan sponsors.

The firm's core technology stack is delivered through its broker-dealer and RIA affiliation with LPL Financial, which provides custody, compliance, and back-office infrastructure, supplemented by Fiduciary Benchmarks for plan-sponsor analytics. No proprietary technology, patents, or AI/ML capabilities are disclosed; the value proposition rests on advisor expertise, multi-generational brand continuity through Bay Financial, and relationship-driven service rather than on differentiated technology architecture.

The business model is fee- and commission-based, generated through advisory fees on managed assets, plan-sponsor consulting engagements, and commission-sharing arrangements with LPL Financial. Distribution is primarily referral-driven, leveraging the legacy reputation of Bay Financial Associates and the institutional reach of the LPL platform rather than direct consumer marketing. With a 1-10 employee footprint, the firm operates as a boutique advisory practice competing primarily on personal relationships, credentialing, and service breadth rather than on scale economics.

Name

Peachtree Wealth Strategies

Legal name

Peachtree Wealth Strategies, LLC

Website

https://peachtreews.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Peachtree Wealth Strategies is a boutique Atlanta-based wealth advisory and retirement plan consulting firm, affiliated with Bay Financial Associates (est. 1951) and LPL Financial, serving HNW individuals, business owners, and plan sponsors across 20 states.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Wealth management services
• Retirement plan consulting
• Investment management advisory
• Financial planning services
• Estate planning advisory

Headquarters

HQ city

Chamblee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through fee-based and/or commission-based financial advisory services including investment management, financial planning, retirement planning, estate planning, and insurance planning. Services are provided through affiliation with LPL Financial, a registered investment advisor and broker-dealer.
2. Retirement Plan Consulting: Revenue is generated through retirement plan consulting services including investment due diligence, plan design support, and fiduciary services for employer-sponsored retirement plans such as 401(k) plans.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Peachtree Wealth Strategies is an independent financial advisory firm offering comprehensive wealth management, investment management, retirement plan consulting, estate planning, financial planning, business planning, and executive benefit planning services. Services are delivered through affiliation with LPL Financial and target both individual high-net-worth clients and employer-sponsored retirement plan sponsors. The firm provides personalized advisory services including strategic asset allocation, fiduciary oversight, plan design, and employee education.

Product overview

Peachtree Wealth Strategies is an independent wealth management firm offering a comprehensive suite of financial advisory services. The core offering centers on retirement plan consulting (Investment Due Diligence, Plan Design Services, Employee Communication and Education) and individual advisory services (Investment Management, Retirement Planning, Estate Planning, Financial Planning). Services are delivered through the LPL Financial platform, providing investment advisory and brokerage capabilities. The firm also offers specialized services for business owners (Business Planning, Executive Benefit Planning) and integrates LPL's retirement plan tools including fiduciary monitoring, benchmarking, and fee analysis platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Plan Consulting Services

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• LPL FinancialcoreTechnology or IntegrationPeachtree Wealth Strategies advisors are registered with LPL Financial, a full-service broker/dealer and registered investment advisor. Through this relationship, the firm brings investment management capabilities, technology platform for account management and trading, and access to LPL Research for market commentary and investment analysis. LPL provides custodying services for approximately $2.3 trillion in assets and supports more than 32,000 financial advisors.
• Bay Financial AssociatescoreStrategic or Co-development PartnerPeachtree Wealth Strategies is an affiliate of Bay Financial Associates, LLC, which has been providing financial advice and services since 1951. Bay Financial Associates includes Bay Financial Advisors, Inc., a Registered Investment Advisor. The affiliation provides access to a team of professional advisors including specialists in elder care planning, special needs planning, and life insurance/risk management.
• Fiduciary Benchmarks, Inc.supportingTechnology or IntegrationLPL's enhanced fiduciary capabilities are enhanced through a partnership with Fiduciary Benchmarks, Inc., a leader in plan benchmarking technologies. Tools include Retirement Outcomes Evaluator, PlanPoint, PlanProfile, and FeeChecker for plan fee analysis and benchmarking.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mariner Wealth Advisors: Large independent wealth management firm offering financial planning, investment management, retirement plan, tax, and estate services to HNW clients and institutions. Overlapping service offering and target client base with Peachtree.
• Buckingham Strategic Wealth: Independent RIA focused on evidence-based financial planning and investment management for HNW individuals. Direct comparable to Peachtree's fee-based, planning-centric RIA model.
• Hightower Advisors: National RIA partnership serving HNW individuals, families, and business owners with wealth management, retirement plan, and estate services. Comparable to Peachtree in client mix (HNW + business owners) and integrated planning offering.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S. providing investment advisory, retirement plan, and financial planning services to individuals and plan sponsors. Highly comparable scale and service mix to Peachtree, though materially larger.
• Sequoia Financial Group: Independent, fee-only wealth management firm offering investment advisory, retirement plan, tax, and estate services to HNW clients and institutions. Direct comparable in business model and client segmentation.
• Creative Planning: One of the largest independent RIA firms in the U.S. offering comprehensive wealth management, retirement plan, estate, and tax planning for HNW individuals and business owners. Highly comparable to Peachtree's integrated advisory + retirement plan consulting model, though materially larger in scale.
• Carson Group (now part of Mariner Wealth Advisors): Independent wealth management firm and RIA platform serving HNW families and retirement plan sponsors with comprehensive financial planning. Direct competitor to Peachtree in the independent RIA space with similar advisor-led model.

Emerging players

• Farther: Tech-forward independent RIA serving HNW clients with a digital-first platform. Represents the emerging digital RIA model that may increasingly compete for the same HNW and business-owner clients Peachtree serves.

Broad incumbents

• Focus Financial Partners: National partnership platform of independent RIAs serving HNW clients and businesses. Indirect peer: it is both an aggregator of similar-sized practices and a potential capital partner / acquirer for firms like Peachtree.
• LPL Financial (as parent platform): Largest independent broker-dealer in the U.S. by total revenue and a major RIA custodian supporting ~32,000 advisors. Not a direct competitor but the core platform Peachtree leverages for custody, technology, and research.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peachtree Wealth Strategies