Fleming Wealth Management

Fleming Wealth Management is a financial planning and investment advisory firm that provides independent advice and comprehensive wealth strategies.

Fleming Wealth Management

Fleming Wealth Management is a financial planning and investment advisory firm that provides independent advice and comprehensive wealth strategies. It serves affluent and high net worth investors with service tailored to their unique needs, including risk management, transaction costs, and income tax situation. The firm leverages knowledge from business and personal finance as well as concepts used by large institutions, venture capitalists, and pension funds.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Johns Creek

Principals

Edward Fleming

Principal, CPA®, CFA®, AIF®

Is Fleming Wealth Management a fiduciary?

Yes. As a registered investment advisor, Fleming Wealth Management files Form ADV with the SEC, which legally obligates it to act as a fiduciary for its advisory clients. This means the firm must provide advice and execute trades that serve the client's best interest, disclosing any conflicts of interest before they arise (per SEC regulatory framework).

What is the investment philosophy of Fleming Wealth Management?

The firm follows traditional wealth preservation and growth principles rather than speculative or thematic strategies. Based on standard RIA practice for firms of this type, accounts are managed to long-term target allocations with periodic rebalancing, prioritizing capital preservation, tax efficiency, and income generation over momentum-driven or alternative-investment exposure.

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