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J. L. Perkins Wealth Management, LLC
JL Perkins Wealth Management guides individuals and families toward their ideal retirements. The firm focuses on clear, straightforward advice, discipline,...
Overview
JL Perkins Wealth Management guides individuals and families toward their ideal retirements. The firm focuses on clear, straightforward advice, discipline, and long-term strategies rather than predicting markets or pushing products. They work selectively with hard-working clients who have diligently saved for retirement and want their money to support their lifestyle while minimizing taxes.
General information
Firm type
Multi Family Office
Location
City
Macon
Principals
Lee Perkins
CEO and Financial Advisor
Keith Dykes
Financial Advisor
Brian Roper
Director of Business Development
Todd George
Relationship Manager
Walker Perkins
Paraplanner
Tracie Mincey
Director of Operations
Madison Thompson
Client Care Coordinator
Mallory Gibbons
Client Care Specialist
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