Charles Crowley, CFP® AIF®

Personal Wealth Advisor

Simply put, the relationships Charles builds with his clients and the ability to serve their families are the most rewarding aspects of what he does. There are very few careers that afford you the opportunity to connect with, serve, and impact people the way he can as an advisor.

Charles loves playing golf, cooking, grilling, and listening to Sinatra tunes. He is the son of two career-educators, and advises clients with the heart of a teacher. He loves wine, good bourbon, prefers movies over tv, and loves to watch the Braves and UGA athletics.

Charles has been married for almost 9 years, and has three children, ages 6, 4, and 3. He also has one rescue dog.


  • BS Family and Consumer Sciences, Family Financial Planning – University of Georgia

Prior Professional Experience

  • Wealth Advisor – Veracity Capital
  • Wealth Manager – Atlanta Financial Associates

Associations and Affiliations

  • Small Group Leader, InsideOut High School Ministry – Northpoint Community Church
  • Licenses and Registrations:
  • Accredited Investment Fiduciary (AIF®)