Diversified LLC – Alpharetta, GA Office

Diversified LLC, Alphraretta, GA Office

Serving the Greater Atlanta Area

 

Our Alpharetta office provides easy access for clients throughout North Fulton County, Roswell, Johns Creek, and the Greater Atlanta metro.

Alpharetta, Georgia Office

Your Georgia Team

The Alpharetta office team, led by Erin Carper and Matt Stack, delivers client-centered planning backed by Diversified’s national network.

What We Offer in Alpharetta, GA

Our Georgia office provides full access to Diversified’s comprehensive wealth services, including:

  • Financial Planning – Retirement, legacy, education, and goal-based planning

  • Investment Management – Tailored portfolios designed to align with your objectives

  • Tax Planning & Filing – Access to Diversified Tax for integrated strategies

  • Insurance Solutions – Coverage analysis and policy recommendations

  • Estate Planning Support – In coordination with your legal advisors

With over 57 professionals across our network, we bring national expertise to your local office.

Why Choose Our Greater Atlanta Office

  • Convenient North Point Parkway location

  • Serving the Greater Atlanta area

  • In-person and virtual meeting options

Client Communication & Events

Our GA clients enjoy:

  • Invitations to exclusive client events (both in-person and virtual)

  • Weekly insights from President Andrew Rosen’s blog

  • Monthly market updates and educational videos

  • Webinars and resources designed to keep you informed and empowered

Visit Us in Alpharetta, GA

📍 4400 North Point Parkway, Suite 190, Alpharetta, GA 30022
📞 678‑990‑0012
📧 clientservices@diversifiedllc.com

Schedule a visit or connect with us virtually—whichever works best for you.

Book a Meeting

Schedule a meeting today with a financial advisor in our Alpharetta, GA, office.