Invesment Advisory & Wealth Management Services in Athens, GA
Beyond tax and accounting, Collins/Moody & Company, PC offers Registered Investment Advisory services to help clients make smart financial decisions. From building portfolios to planning retirement, our fiduciary advisors bring decades of CPA expertise to wealth management.
A Holistic Approach to Financial Guidance
We combine investment management with tax planning, giving you a complete financial strategy under one roof. Whether you’re saving for retirement, investing for growth, or planning your estate, our approach is built on personal attention and long-term trust.
Services Tailored to Your Needs
Investment review
We review portfolios to ensure they are tailored to your goals.
Retirement Planning
Strategies for Social Security, RMDs, and income streams.
Insurance & Risk Management
Protection for life, disability, and long-term care.
Why Work with Collins/Moody
Our fiduciary duty means we always put your interests first. Combined with our history in Athens since 1961, you get the assurance of trusted advice from professionals who know both financial markets and local needs.
Serving Athens and Beyond
We work with families, professionals, and small business owners in Athens, Watkinsville, Jefferson, Bogart, Danielsville, and communities throughout Northeast Georgia. Our goal is to help you feel confident about your financial path, wherever you are in life.
Plan with Confidence in Athens
Work with CPAs and fiduciary advisors who put your goals first.