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Mesa Financial Group, LLC is an independent, fee-only financial planning and investment management firm headquartered in Atlanta, Ga. working with individuals and families across the country with $1 million+ in assets.

Most importantly, we serve individuals and families interested in building long-term relationships based on mutual honesty, respect, and trust. Our client relationships go beyond just money; they are authentic and personal.

Wealth is created through years of hard work, planning, and good fortune.

Ever get the feeling your “advisor’s” recommendations are in his and his firm’s best interest and not yours?

As a fully independent financial advisory firm, we work exclusively for your benefit, NOT the benefit of a Brokerage Firm, Bank, or Insurance Company, and we have a fiduciary responsibility to always act in your best interest. We follow a disciplined, long-term investment philosophy that seeks to reduce risk, taxes, and unnecessary fees.

Wealth is created through years of hard work, planning, and good fortune. Protecting and preserving your wealth can often feel as daunting as earning it. We help you create, protect, and enjoy your wealth through a Simple, Clear, and Secure management experience.

Design, Build, Protect

If you're interested in learning more about how we work with clients and the services we provide, download our brochure:

Design, Build, Protect »

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