Meredith Moore
Categories
Gwinnett County Forsyth County Cherokee County Fulton County DeKalb County Georgia Cobb County Financial - Planner/Advisor Financial
About
I am a trusted advisor and financial accountability partner to senior leaders, high-performing executives, and enterprising entrepreneurs. My expertise marries behavior finance with engineering, providing objective, collaborative, comprehensive planning, and oversight to grow and protect wealth.
Crafting a life that aligns with your values, passion, and purpose requires dynamically designed and directed financial strategies, solutions, and service. As the Founder and CEO of Artisan Financial Strategies, every plan and portfolio is comprehensively handcrafted by our Financial Advisors and supported via a consistent and personal concierge client experience. We are here to help you grow and protect family wealth now, in the future, and generationally.
Our concierge financial planning and advisory includes:
~Tax planning
~Financial legacy planning
~Wealth management
~Business exit readiness
~Business succession planning
~Asset protection
I’ve spoken for many Fortune 500 companies, guest lectured at Georgia Tech’s Scheller College of Business, spoken at the Wall Street Journal’s Women in the Workplace, and on the WSJ Secrets of Women of Wealth podcast, to name a few. My TEDx talk, “The right way for couples to talk about money,” taps into my 20+ year career in financial planning, sharing a simple framework that couples can use to have productive conversations about money.
As a self-professed personal growth junkie, whether I’m creating a comprehensive financial plan, working to understand and advance women’s issues, or serving as a mentor for other professionals, my love for lifelong learning, service, and connection empowers my clients and communities.
I hold a Bachelor of Industrial and Systems Engineering from Georgia Tech, where I served on numerous boards, was an Atlanta Business Chronicle “Woman of Influence” honoree in 2021, and am a class of 2017 Leadership Atlanta graduate. I am also on the board for EO (Entrepreneurs’ Organization) Atlanta.
As someone who’s not only beaten cancer but kicked its ass, I have a growth mindset and firmly believe that perseverance and a methodical approach allow individuals to achieve any goal.