About Us

Welcome!

Elbert C. McWilliams, CFP®, ChFC® has over 40 years of experience in the financial services industry providing financial planning, retirement planning, tax planning, investment advisory services, and insurance planning to individuals and businesses.

Elbert has extensive experience in teaching investors how to preserve their assets, increase their income, and reach their financial goals. Elbert has been featured in articles in the Atlanta Journal Constitution on Financial Planning and he has taught classes on retirement and income planning all around the Metro Atlanta Area.

Elbert is a graduate of Alabama A&M University, where he earned a Bachelor’s of Science in Business Management and Economics in 1971. In addition, Elbert attended the College for Financial Planning and earned the Certified Financial Planner (CFP®) designation in 1986, as well as the Chartered Financial Consultant (ChFC™) designation from the American College in 1999. He is a Registered Investment Advisor Representative in the State of Georgia and has held his insurance license since 1981. Elbert is a Past President of the Georgia Society of the Institute of Certified Financial Planners. He is also an active member of the Financial Planning Association (FPA) and the Society of Financial Services Professionals (SFSP).

Interested in learning more about how our company can assist you with reaching your financial goals?

Contact us today to schedule a consultation to discuss your financial needs.

About Us

At McWilliams Financial Advisory Group, LLC, we are dedicated to providing our clients with friendly service. We value your business. We have made it our mission to provide financial planning and investment advisory services to individuals, their families, and businesses. We emphasize tax aware investing strategies, customized planning and personalized service, offered within the framework of long-term relationships based on mutual trust and respect.

Our courteous, professional team is able to support a range of services to meet your requirements.

To learn more about Elbert C. McWilliams, CFP®, ChFC® , and the services we offer, please call us at (404) 327-5158.

Location

Five Concourse Parkway, Suite 3000

Atlanta, GA 30328

Phone: (404) 327-5158

Fax: (404) 327-5170

Email: info@elbertmcwilliams.com

Investment Advice Disclosure

Investment advice offered through McWilliams Financial Advisory Group LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

CFP® Certification Mark Disclosure

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

ChFC® Mark Disclosure

The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.