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FinAcura
FinAcura
Advisory Services

Our Approach
​For Us, it's all about YOU : understanding your financial needs and helping you achieve your Goals

Investment Management

We create customized portfolios for individual investors and manage the money on their behalf on an ongoing basis. 


A core aspect of our commitment is to empower you with a solid understanding of investment principles and guide you through the diverse landscape of investment strategies and decisions. 

Investment 
​Planning

Based on our analysis, we provide you with a detailed investment plan that includes strategic recommendations to optimize your portfolio. 


Whether you're planning for retirement, education, or other financial goals, our insights are geared towards maximizing your returns.

Solutions that work for you

We understand that every individual has unique financial objectives. We take time to get to know you, your aspirations, and your risk tolerance to tailor an investment plan that suits your specific needs.

Process

We are committed to simplifying the process and helping you achieve your financial objectives.


  • Initial No-Obligation Meeting:  The process will begin with a preliminary discovery meeting where we will learn about you, your background, family, and aspirations. We'll provide you with valuable insights into investment basics and financial planning. If you decide to partner with us, we'll send you a welcome package, which includes essential disclosures and requests for information such as an investment questionnaire and personal details.
  • Follow-Up and Finalization: After the initial meeting, we stay in touch to answer any queries you may have and guide you through the creation of an investment management contract tailored to your goals.
  • Paperwork Sign-Off and Account Transfer: We collaborate with you to seamlessly transfer your assets to new custodial accounts with Interactive Brokers. Simultaneously, you'll review and approve the Investment Policy Statement (IPS) and the investment management contract. Once you specify your preferred start date, we'll notify you and commence the management of your investments.


Access to Our Services


  • To engage with our services, you can choose from the following options:
  • Schedule one-on-one complementary meeting.
  • Attend our group presentations and seminars.

    We encourage you to get in touch with us.


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    FinAcura Advisory LLC (“FinAcura”) is a Registered Investment Advisor (RIA) in the state of Georgia.  The information provided on this website is for informational purposes only and should not be considered as investment advice, a recommendation, or a guarantee of performance. This website is not intended to be a solicitation or offer to sell investment advisory services in any state or jurisdiction where we are not registered. FinAcura only conducts business in states where it is properly registered or exempt from registration requirements. Clients are encouraged to carefully review all documentation and disclosure materials and are advised to consult with their own legal, tax, and financial advisors before making any investment decisions. FinAcura operates in accordance with all applicable state and federal laws and regulations. Please note that laws and regulations may vary in other states, and clients should be aware of the specific requirements and regulations applicable to their jurisdiction.