A Disciplined

Integrity &


Your future is too important
to be based on a guesstimate

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If a guesstimate isn’t good enough to run a business, it shouldn’t be good enough to run the finances of the most important business in your life—your family.

Who We Are

Regimen Wealth is a financial planning and investment management firm based in Atlanta. As fiduciaries, we are committed to providing objective advice and acting in our clients’ best interest. We employ a disciplined approach to guiding our clients along a lifetime process of saving, preserving and building wealth.

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What We Do

We take the time to truly understand the intricacies of your entire financial picture at the onset of our relationship. Our data-driven approach enables us to develop a customized comprehensive financial plan for you, based on an extensive cash flow analysis that covers everything money-related in your life.

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our services

Our objective is to seamlessly mesh the many moving parts of your life into one seamless whole. Whatever your financial needs – managing your personal P & L, guiding retirement decisions, devising tax strategies, assessing protection needs, creating an estate plan, managing portfolio risk or some other aspect – we’ll be there to provide thoughtful counsel.

What We
Managing YourPersonal P&L devising taxstrategies creating anestate plan managingportfolio risk assessingprotection needs Guiding RetirementDecisions

managing your personal P&L

guiding retirement decisions

devising tax strategies

assessing protection needs

creating an estate plan

managing portfolio risk

Learn more about what we offer