ABOUT IRC WEALTH
Atlanta Financial Advisor specializing in wealth creation for select business owners, professionals & individuals
Be it our passions or our educations — it is our experiences which define us.
At IRC Wealth, we encourage entrepreneurism, individuality, and clear thinking. We embrace education, collaboration and simplicity. We never know where the next best idea will come from; we do know we must be prepared to see it.
Custom crafted financial planning for individual lifestyles
IRC Wealth provides wealth management and financial advisory services for select business owners and professionals. This exclusive focus helps us pay strict attention to your personal success and allows us to build a portfolio that reflects your long term needs. As your lifestyle evolves, we review and update your unique financial strategy. Think of us as your Personal CFO — making financial planning and everything else related to money simple.
We believe our experience both personal and professional enables us to go beyond the traditional financial advisor role. We also think it’s why so many clients choose to stay with us.
We understand entrepreneurs and professionals and how to account for the often unusual assets you accumulate. We consider all of these as we craft a unique financial plan specifically for you. Like the relationship between a coach and an athlete — we’re in this with you for the long term and we will work together throughout our relationship to help you reach your goals.Learn more about the clients we serve
Helping you create the life you desire by taking control of your finances
We are passionate, engaged and transparently invested in our clients’ success. As a certified financial planner, we serve our clients’ best interests and lead by example doing for ourselves all that we advise others to do. IRC Wealth is fee-only. We are compensated solely by our clients, not by any commissions or payments from outside sources, and are proud of our stringent code of ethics. We exist to help others create the life they desire by taking control of their finances, building wealth and becoming financially independent.
We create simple plans to help you build wealth and become financially independent
Our approach is designed to deliver results. We create simple personalized plans and strategies and provide the education, encouragement and ongoing support people need to succeed in reaching their financial goals. With IRC Wealth as a partner, we hope you’ll feel confident and secure about your future and free to focus on embracing life without having to worry about money.Learn more about our financial advisory services
IRC Wealth: Serving Clients in Atlanta and Beyond
Founded by David Ragland, CFP®, we started small, and have grown steadily over the years as we’ve honed a process and services that have helped our Atlanta, Southeast and nationwide clients to build wealth and enjoy their life.
Think of us as your financial coach, dedicated to leading you to financial victory. Our network of internal and external resources includes a team of experts in the fields of accounting, banking, estate planning, investments, legal, mortgages, real estate, risk management and tax.Meet our Team