Your Retirement Coach

Your Retirement Coach

Founded in 1995 and headquartered in Marietta, Georgia, Your Retirement Coach is a registered investment adviser operating within the Atlanta metropolitan area. The firm was built to serve as a fiduciary to individuals, pension plans, trusts, and corporate clients, focusing exclusively on investment advisory services including portfolio management and financial planning. Its geographic roots in Cobb County position it to serve a stable, often relationship-driven client base drawn from Atlanta's suburban corporate and professional communities. The advisory constructs portfolios for retirement plans, trusts, and individual accounts without pushing internal proprietary products. This open-architecture, fee-based model directs capital across equity and fixed-income markets, often utilizing third-party asset managers rather than in-house strategies. Client mandates span IRA rollovers, defined-benefit plan consulting, and trust investment management for local families. The firm has historically avoided venture capital, direct private equity, and principal investing, placing it firmly in the registered investment adviser space rather than hybrid family-office or alternatives platforms. Team size and total regulatory assets under management are not publicly disclosed, consistent with the firm's low-profile, non-institutional marketing posture. Its SEC registration as a small advisory firm has been maintained without branch expansion or satellite offices. There are no publicly known philanthropic foundations, private investment clubs, or alternative vehicles operating under the Your Retirement Coach umbrella. The firm has not been party to M&A activity or platform consolidation roll-ups common among registered investment advisers at scale. What distinguishes this firm structurally is its classification as a bank-adjacent wealth manager that never chased aggregation. The firm has remained a standalone RIA serving a concentrated geography while the broader industry trended toward roll-ups and passive consolidation. This independence, sustained across three decades without the introduction of corporate parent structures or private-equity sponsorship, gives the firm a rare governance profile — one where principal-level continuity rather than institutional capital has dictated the advisory model.