Our Focus is on Genuine Client Security whether we are managing your capital or providing financial planning services. For investments under our control, we actively utilize proven trading and capital management methods designed to limit potential losses. We believe the vast majority of investment clients in the US would be in a far stronger position today had they utilized risk management methods we offer to our clients.

Chartered Financial Services, Inc. has a clear mission focus: While other firms have just begun to consider holistic life planning, we have over two decades of experience in comprehenisive planning. We are here to help you enhance your long term personal and financial security through careful planning and consistent review.

Chartered Financial Services, Inc. is a Registered Investment Advisor providing Financial Planning, Investment, Retirement, Tax, Risk Management & Estate Planning Services. We have provided services since 1986. We are headquartered in Atlanta, GA and provide services to clients across the USA and abroad.

We provide access to Fee Based Asset Management & Financial Planning Advice and traditional Securities Brokerage Services with a flexible approach designed to optimize your client experience and control or minimize your costs.

Enjoy our media-rich web site and feel free to share our content with others.

To schedule a Free Consultation call us at 404-419-2220.