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Your Retirement Coach
Founded in 1995 and headquartered in Marietta, Georgia, Your Retirement Coach is a registered investment adviser operating within the Atlanta metropolitan...
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.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
Location
Region
North America
Country
United States
City
Marietta
Corporate office
Marietta, GA, United States
Frequently asked questions
Who runs investment decisions at Your Retirement Coach?
Principal-level leadership has not been publicly profiled in financial media. The firm operates from a single location in Marietta, Georgia, and maintains a small-team structure typical of boutique registered investment advisers serving local retirement plans and trusts. Investment decisions are likely made by the founding or senior advisory team directly, without a separately named CIO or investment committee publicly listed.
Does Your Retirement Coach manufacture its own investment products?
No. The firm operates a fee-based advisory model using externally managed funds and individual securities rather than proprietary vehicles. Its SEC registration as a registered investment adviser emphasizes fiduciary advisory services — investment management and financial planning — without referencing affiliated mutual funds, ETFs, or private funds.
Which types of clients does Your Retirement Coach serve?
According to its regulatory filings, the firm serves individuals, pension plans, trusts, and corporations. This mix suggests a practice built around retirement-plan sponsor relationships and high-net-worth local families rather than institutional mandates or endowment-style clients.
Does Your Retirement Coach participate in private equity, venture capital, or direct deal investments?
There is no public record of the firm participating in private equity, venture capital, direct co-investments, or alternatives platforms. Its investment posture appears limited to publicly traded securities and fixed-income instruments managed within standard advisory and retirement-plan accounts.
Has Your Retirement Coach undergone any mergers, acquisitions, or private-equity recapitalizations?
No M&A activity has been publicly reported. The firm remains an independent registered investment adviser with a single Marietta, Georgia location, avoiding the consolidation wave that has swept through the RIA industry, particularly in the Atlanta and broader Southeast wealth management markets.
Is Your Retirement Coach structured as a single family office or a multi-family office?
Neither. The firm is a registered investment adviser serving corporate pension plans, trusts, and individual clients on a fiduciary basis. It does not market itself as a family office, nor does it appear to offer the integrated tax, estate, and lifestyle services typical of multi-family office platforms.
Where does Your Retirement Coach's underlying capital come from?
The firm itself does not manage founder wealth. Client capital originates from external individuals, pension plans, trusts, and corporate accounts in the Atlanta metropolitan area. The underlying wealth origins of individual clients are not disclosed, consistent with standard RIA confidentiality practices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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