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Beth Rosner Conklin

Paces Ferry Wealth Advisors, LLC

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About Beth Rosner Conklin

Beth Rosner Conklin is a financial advisor at Paces Ferry Wealth Advisors, LLC. Beth is a Chartered Financial Consultant and holds a valid registration with the state of Georgia. She has over 10 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and pension consulting services to a range of clients, including individuals, families, and charitable organizations.

Firm Information

Beth Conklin is currently registered with Paces Ferry Wealth Advisors, LLC. Paces Ferry Wealth Advisors, LLC is a Registered Investment Advisor headquartered in Atlanta, GA. The firm manages approximately $361 million in assets for 619 clients, with a focus on individual and institutional investors. Their services include financial planning, portfolio management, and pension consulting.
Paces Ferry Wealth Advisors, LLC

2849 PACES FERRY ROAD, SUITE 660

ATLANTA, GA 30339

$361.25M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Beth Conklin’s Registration & Firm History

GA

02/15/2024 - Present

Paces Ferry Wealth Advisors, LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Beth Rosner Conklin.
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