Pierson Wealth Management

Overview

Founded in 2018, Pierson Wealth Management is a Georgia-based registered investment advisor operating under the legal entity RFP Financial Group, LLC. The firm serves individuals, high-net-worth investors, and entities from its single office on West Paces Ferry Road in Atlanta. Its offering integrates portfolio management with financial planning disciplines including estate planning, tax optimization, and retirement planning. The firm structures its investment approach around personalized portfolio construction rather than packaged products, and its regulatory filings confirm it advises both individual and high-net-worth client segments. Pierson's strategy spans traditional asset management and financial planning, with a stated emphasis on risk management and tax-aware positioning. Specific portfolio companies, fund commitments, or direct investment holdings are not publicly disclosed. The firm's geographic footprint remains concentrated in the southeastern United States, with no disclosed international operations. Pierson Wealth Management does not publicly report assets under management, total deployment figures, or professional headcount. The firm operates from a single location at 1380 West Paces Ferry Road in Atlanta and has not announced adjacent vehicles such as philanthropic foundations, real-asset arms, or club memberships. What structurally distinguishes Pierson is its regulatory posture as an SEC-registered investment advisor operating under a smaller, relationship-driven model rather than a large-scale asset-gathering platform. The firm markets a boutique identity, explicitly rejecting institutional-scale standardization in favor of customized financial plans — an architecture that places the advisor, not a centralized investment committee, at the center of each client relationship.