A dedicated Financial Advisor and Wealth Manager in Atlanta, GA

serving the atlanta community since 1997

At SignatureFD, a dedicated financial advisor and wealth manager in Atlanta, GA, we love helping our fellow Atlanteans pursue their Net Worthwhile™. Because we know true wealth isn’t just about money—it’s about living a life with more meaning, more satisfaction, and more of what’s worthwhile. And in Atlanta, there’s plenty to enjoy.

proud to be an active part of our atlanta, ga communities

We’re more than just a financial advisor and wealth manager in Atlanta, GA, and we know that true wealth is about so much more than just money. Passionate about living our Net Worthwhile, making an impact, and caring for the place we call home, we partner with local organizations to give back right here in our own backyard. From its culture to its art, good food and nature, we know Atlanta is special. That’s why we’re passionate about preserving her beauty and elevating her people through our efforts and our time.

The Cobb Community Foundation’s mission is to inspire charitable giving, build resources for the future, and connect donors who care with causes that matter. They envision a fully engaged community dedicated to meeting needs now and in the future and manage charitable funds for local individuals, families, for-profit and non-profit organizations who are all connected by their passion for making a difference in our community.

VISIT THE COBB COMMUNITY FOUNDATION WEBSITE

The Atlanta Community Food Bank is on a mission to end hunger in Atlanta by engaging, educating, and empowering the community. They work with more than 700 nonprofit partners—including food pantries, community kitchens, childcare centers, shelters, and senior centers—to distribute millions of meals to over a million neighbors in 29 counties across metro Atlanta and north Georgia. They are also a member of Feeding America, the nation’s leading domestic hunger-relief charity.

VISIT THE ATLANTA COMMUNITY FOOD BANK WEBSITE

Covenant House provides housing and supportive services to youth facing homelessness. They help young people transform their lives and put them on a path to independence. For more than four decades, Covenant House has helped transform and save the lives of more than a million homeless, runaway, and trafficked young people. They offer housing and support services to young people in need – currently reaching 50,000 youth every year.

VISIT THE COVENANT HOUSE WEBSITE

The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in a sharing of gifts, skills and friendship with their families, other Special Olympics athletes and the community.

VISIT THE SPECIAL OLYMPICS OF GEORGIA WEBSITE

OnBoard’s mission is to increase the number of women in executive leadership and on corporate boards. They are a prestigious organization and leading authority on women in the boardroom and executive suites of Georgia public companies. OnBoard advocates for women, inspires them to take leadership, and connects them to opportunities.

VISIT THE ONBOARD WEBSITE

our commitment to culture + diversity

PROUD TO BE
A FEMALE LED

advisory firm

41%

of our leadership
team is female

44%

minority leaders on
our leadership team

100%

of our team donates
time to the community

A Letter from Our CEO

Hi!

My name is Heather Robertson Fortner, the CEO of SignatureFD. If you’re reading this, thanks for visiting our site!

SignatureFD is wealth management, evolved. We’re passionate about custom-designing a financial plan for our fellow Atlanteans that puts what you value most at the center so you can live your wealth to the fullest now and into the future. We love our city and its people, and through our work, we’re able to do our part to see it thrive.

We are a proud financial advisor and wealth manager serving high net worth families in Atlanta, GA, but, in reality, we’re so much more than that. What sets us apart is our commitment to helping people discover their Net Worthwhile™—the people and things most important to them—in order to build a financial plan around what uniquely matters most to them. To us, true wealth isn’t defined by numbers in a portfolio, but rather the ability to live a life by design.

So, if you’re looking for a financial advisor or wealth manager here in Atlanta, GA, reach out! We’d love to help you live your Net Worthwhile.

Financial Expert: Heather Fortner

Sincerely,

Heather Robertson Fortner, MS, IACCP
Chief Executive Officer

“What’s your Net Worthwhile?”

Find out what some of our financial advisors and wealth managers in Atlanta, GA have to say…

My NET WORTHWHILETM is continually challenging myself to learn.

ALEX J. MOSS, CFP®

Wealth Advisor, SignatureGENEROSITY

Keilah Everett financial advisor

My NET WORTHWHILETM is being able to see the design in everything around us and improve upon it for a better experience for everyone.

KEILAH EVERETT BARIKOS

Director of Client Operations

Katie Amy Financial Advisor

My NET WORTHWHILETM is developing relationships that build trust and ensuring that others know that they are valued and important.

Katie Amy

Chief Compliance Officer

Dan Frechette

My NET WORTHWHILETM is being a reliable source of quality in an ever-changing world.

Dan Frechette

Client Care Associate

My NET WORTHWHILETM is to help clients gain freedom in their financial life, so they can focus on and have a bigger impact on what is most important to them.

CLARA C. PARRIS, CFP®

Partner, Wealth Advisor

Current Atlanta Awards*

2021 INVESTMENT NEWS BEST PLACES TO WORK​

2021 ATLANTA JOURNAL-CONSTITUTION’S BEST PLACES TO WORK​

2021 INC.’S BEST PLACES TO WORK​

2021 ACCOUNTING TODAY TOP FIRM

2020 BARRON’S LIST OF TOP RIA FIRMS​

2020 FINANCIAL TIMES FT300​

2020 ATLANTA BUSINESS CHRONICLE’S 25 LARGEST MONEY MANAGERS​

2020 ATLANTA BUSINESS CHRONICLE’S 25 LARGEST FINANCIAL PLANNING AND ADVISORY FIRMS​

2020 FINANCIAL ADVISORS LIST OF TOP RIAS​

2020 ATLANTA BUSINESS CHRONICLE’S BEST PLACES TO WORK​

2020 BEST AND BRIGHTEST COMPANIES TO WORK FOR (LOCAL AND NATIONAL)

*PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — allowing you to make a bigger impact on the people and things most important to you.

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — allowing you to make a bigger impact on the people and things most important to you.

READY TO DISCOVER YOUR NET WORTHWHILETM?

SPEAK WITH AN ADVISOR