Broker Check

4994 Lower Roswell Road, Suite 12
Marietta, GA 30068
(678) 569-7780

5955 Parkway North Blvd.,
Cumming, GA 30040
(678) 455-4800

780 Johnson Ferry Road, NE, Suite 600
Atlanta, GA 30342
(404) 760-2340

"Good fortune happens when opportunity meets with preparation.

- Thomas A. Edison


We are a team of skilled and credentialed fiduciary financial advisors who put your interests first. We are committed to our client’s financial well-being and providing a superior service and support. We’re so glad you’re here to:

  • OBTAIN INFORMATION on our services
  • Access valuable RESOURCES
  • Schedule a confidential CONSULTATION

We believe “The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one” (Mark Twain). Enjoy your visit and contact us if we can be of assistance.

Tony, Kim, Howard & Steve

Peach State Advisors

Kimberly Wyatt

Kimberly “Kim” Wyatt, CFP®

Financial Consultant/Retirement Planning Specialist

Howard Burke

Howard M. Burke, CFP®

Financial Consultant

Steve McClelland

Steve McClelland, CLU, ChFC

Financial Consultant

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

Ready to contact us?

Thank you!

1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.