Thomas Presley
CFP®, CPA/PFS, CKA®, CGMA®
Brightworth, LLC
President of Wealth Management | Partner | Wealth Advisor
Thomas Presley
CFP®, CPA/PFS, CKA®, CGMA®
Brightworth, LLC
President of Wealth Management | Partner | Wealth Advisor
As a fee-only financial planner and wealth advisor, my focus is helping you achieve your personal and financial goals. - Thomas Presley, CFP®, CPA/PFS, CKA®, CGMA®
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Thomas Presley is a Atlanta, GA fee-only financial planner. Brightworth, LLC provides comprehensive and objective financial planning, investment and wealth counsel to help high net worth individuals, families and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thomas Presley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.
Tom Presley is a Partner and Wealth Advisor at Brightworth and focuses his time on developing and implementing comprehensive financial strategies for high net worth and high income earning individuals. Before joining Brightworth in 2011, Tom previously worked for a public accounting firm specializing in corporate taxation and the individual taxation of executives.
Tom is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, Personal Financial Specialist, Certified Kingdom Advisor® and Chartered Global Management Accountant. He received his Master of Accountancy with honors and his Bachelor of Business Administration in accounting with honors from the University of Georgia.
Tom is a member of the fee-only National Association of Personal Financial Advisors (NAPFA), the Investments and Wealth Institute, the American Institute of Certified Public Accountants, and the Financial Planning Association. He is also a member of Kingdom Advisors, the Georgia Planned Giving Council and the University of Georgia Alumni Association.
Tom has been published in the Atlanta Journal Constitution and featured in Financial Advisor Magazine, Kiplinger, Nasdaq.com, and Yahoo! Finance's online publications. He is also a co-author of Building Your Wealth Inside Corporate America.
Tom and his wife, Lindley, live in Marietta with their son, Grady, their daughter, Reese, and their dachshund, Lucy. Tom enjoys sports, history, music, travel, theatre, and cooking.
Thomas Presley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Brightworth is a dynamic fee-only wealth management firm located in Atlanta, Georgia. We are an independent financial firm that provides investment and wealth counsel to high net worth individuals, families and institutions. Our planners and advisers have some of the most advanced financial and investment certifications in the industry, which makes the Brightworth team uniquely positioned to serve our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Thomas Presley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Thomas Presley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Thomas Presley is a Certified Public Accountant (Learn More)Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
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Thomas Presley is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Thomas Presley is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
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Thomas Presley is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Thomas Presley is a Chartered Global Management Accountant (CGMA®)
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Thomas Presley is a Member of the Georgia Planned Giving Council
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Thomas Presley Contributes to Kiplinger: "10 Money Mistakes Millennials Should Avoid (No. 10's a Shocker)"
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Thomas Presley Contributes to The Atlanta Journal-Constitution: "Five smart financial moves for new parents"
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Thomas Presley Contributes to The Atlanta Journal-Constitution: "Money mistakes millennials should avoid"
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Thomas Presley is Featured in Atlanta Business Chronicle's People on The Move
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Thomas Presley is a Member of the Investments and Wealth Institute
Contact Thomas Presley
Office Locations:
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3344 Peachtree Rd NE
Suite 2000
Atlanta, GA 30326
