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LOCK WEALTH MANAGEMENT
Lock Wealth Management is a fee-only fiduciary financial advisor and independent RIA based in Atlanta, serving retirement planning clients virtually across...
Overview
Lock Wealth Management is a fee-only fiduciary financial advisor and independent RIA based in Atlanta, serving retirement planning clients virtually across the United States. The firm takes no commissions and has no product quotas, and focuses on tax-smart retirement income, Roth conversions, Social Security timing, investment management, and related planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Atlanta
Principals
Randy Lock
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Lock Wealth Management?
Randy Lock, who founded and operated Compressor Systems Inc. for 30 years before its 2014 sale, leads investment decisions. The office has not disclosed additional investment professionals publicly. Decisions appear to draw on the founder's direct operating experience in energy manufacturing and Permian Basin business networks.
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