“In Counsel Is Wisdom”

Consilium Associates is a wealth advisory firm located in Alpharetta, Georgia.  Our name is of Latin origin, meaning “counsel,” chosen because we believe that without wise counsel plans fail; but, with many advisors, they succeed.  Our offering of comprehensive financial planning and investment management services is built on the pillars of personal attention and independent thinking.


2400 Lakeview Parkway, Suite 550
Alpharetta, GA 30009
  • (678) 647-8040
  • 678-935-3990

Initial Views on Market Correction

Markets started the year off in positive territory, rising over 6% during the first three weeks of January 2018. Optimism surrounding tax cuts and solid corporate earnings growth fueled stock prices higher. It appeared as if the abnormally steady year of 2017 would continue right into 2018 – until January 29th when the markets took a decisively negative turn.

Click here for February 2018 Update

Tax Reform - How Will You Be Affected?

DID YOU KNOW - Starting in 2018, tax-free distributions from 529 College Savings Plans can be used for elementary and secondary expenses, and will no longer limited to post-secondary expenses. This is a permanent expansion. In addition, trust and estate marginal tax rates will change. The top rate is down to 37% from 39.6%; and, brackets have been simplified from five to four brackets.

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Understanding Social Security and Medicare: America’s Retirement Safety Net

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Check the background of this financial professional on FINRA's BrokerCheck