Cahaba Wealth Management Partners

Cahaba Wealth Management is an independent, fee-only investment advisory firm that provides comprehensive financial planning and investment management services. Headquartered in Atlanta, GA, with additional offices in Birmingham, AL, and Nashville, TN, the firm serves a diverse clientele including individuals, families, business owners, corporate executives, and institutions. Their approach is client-centric, focusing on creating highly personalized strategies that align with clients' specific goals and values, encompassing retirement planning, tax strategies, estate planning, and risk management.

The firm was founded in late 2009 by Brian O'Neill, who serves as President and Shareholder. His vision was to offer customized financial planning, tax and estate planning, and active investment advisory services, particularly to corporate executives, business owners, and high-net-worth individuals. O'Neill brought extensive experience from his prior roles in private banking and wealth management, cultivating a passion for long-term client relationships.

Cahaba Wealth Management's team comprises professionals with various credentials, including Certified Financial Planner™ (CFP®) practitioners, Certified Public Accountants (CPA), and Chartered Financial Analysts (CFA®). Key team members include Brian O'Neill, Henry Wideman (Vice President, Shareholder), Don Keeney (Chief Investment Officer, Financial Advisor), William Douglass Jackson (Chief Compliance Officer and Partner), Christopher David Conkell (Chief Operating Officer and Partner), Walton Cobb (Financial Advisor), Charlotte Disley (Associate Advisor), and Maggie Truitt (Financial Planning Analyst). This multidisciplinary expertise allows the firm to integrate various aspects of a client's financial life into a cohesive wealth management strategy, always acting with a fiduciary responsibility to their clients.