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Sarah Walton Burchfield cobb

Cahaba Wealth Management, Inc.

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About Sarah Walton Burchfield cobb

Sarah Walton Burchfield cobb is a financial advisor with Cahaba Wealth Management, Inc. Sarah has been in the industry for over 12 years. Sarah provides financial planning and portfolio management services to individuals, families, and charitable organizations. Sarah is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Sarah specializes in investment advisory services. Sarah has previous experience at Synovus Securities, Inc. and RIM Securities LLC. Sarah is registered in Alabama, Georgia, and Tennessee. Sarah's office is located in Atlanta, Georgia.

Firm Information

Sarah Burchfield cobb is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Sarah Burchfield cobb’s Registration & Firm History

GA

06/25/2024 - Present

Cahaba Wealth Management, Inc. (ATLANTA GA)

AL

09/01/2010 - 06/16/2022

SYNOVUS SECURITIES, INC. (BIRMINGHAM AL)

NY

09/25/2009 - 08/18/2010

RIM SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Walton Burchfield cobb.
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