Business Details
5 Years
experience
Your Trusted Financial Advisers in Atlanta
CMA Wizards is a financial advisory firm dedicated to providing comprehensive, client-centric financial solutions. Founded on the highest ethical standards, we prioritize our clients' financial success by aligning their goals with their core values. Our team of certified professionals collaborates to deliver coordinated services in financial planning, tax preparation, estate planning, insurance, and investment management. With decades of combined experience, including leadership roles in major corporations and CPA practice, our team brings deep expertise to help clients navigate financial challenges.We utilize Nobel Prize-winning theories and proprietary tools like the Risk Number to create personalized financial roadmaps. Our approach emphasizes transparency, trust, and lifelong client relationships, ensuring clients achieve financial freedom while focusing on what matters most in life.
Services
Financial Planning
Tax Preparation
Estate Planning
Investment Management
Insurance Review
Details
- Year established: 2021
Highlights and features
- We utilize a team of financial professionals working together for your benefit
- Our Values-Based Financial Planning aligns your core values with financial strategies
- We offer over 30 years of combined experience in financial advisory services
- We provide personalized financial roadmaps using Nobel Prize-winning theories
- Our coordinated approach eliminates conflicting advice from multiple providers
What people say
Exceptional service
Knowledgeable team
Personalized solutions
Amazing godly people
Peace of mind
Services
Financial Planning
Our financial planning service creates personalized roadmaps to help clients achieve their financial goals. We analyze your current financial situation, develop strategies for wealth accumulation, and implement plans that align with your risk tolerance and life values. Using Nobel Prize-winning theories and proprietary tools like the Risk Number, we ensure your financial plan adapts to changing life circumstances while maintaining focus on long-term objectives.
Tax Preparation
We provide comprehensive tax preparation and planning services to minimize your tax liabilities. Our team coordinates with your existing CPA to ensure tax-efficient financial decisions, implement year-round tax strategies, and prepare accurate tax filings. We focus on integrating tax planning with your overall financial strategy to maximize after-tax returns and ensure compliance with evolving tax regulations.
Estate Planning
Our estate planning service ensures your assets are distributed according to your wishes while minimizing estate taxes. We collaborate with specialized attorneys to create wills, trusts, and charitable giving plans. We review and update your estate documents every five years, ensuring proper asset titling and beneficiary designations that align with your financial roadmap and legacy goals.
Investment Management
We develop customized investment strategies based on your risk profile and financial goals. Using tactical asset allocation models from Nobel laureates, we select top-performing investments and monitor portfolios continuously. Our approach balances risk and return while ensuring alignment with your financial plan, with regular reviews to adjust allocations as market conditions and personal circumstances evolve.
Insurance Review
Our insurance review service evaluates your complete coverage needs, including life, disability, long-term care, home, and auto insurance. We assess existing policies, identify gaps, and recommend appropriate coverage levels and providers. This ensures adequate protection against financial risks while avoiding unnecessary insurance costs that could impact your investment potential.
People
Chris Morris
Founder & Chief Financial Adviser
MBA, CFP, CPA, PFP, RFC with 30+ years experience. Former CFO of major corporations, founder of CMA Financial Services, and author of 'The Secret to Lifetime Financial Security'. Specializes in values-based financial planning.
Jessica Morris Ayers
Certified Financial Planner
CFP professional specializing in financial plan development and client education. Trains clients in financial management tools and monitors progress toward achieving financial goals. Focuses on proactive financial decision-making and tax-efficient strategies.
Beth Morris
Tax Planner
Specializes in tax projection and planning, working with CPAs to ensure tax-efficient financial decisions. Focuses on minimizing tax liabilities through strategic financial planning and compliance with current tax regulations.
Robert Petmecky
Estate Planning Attorney
Legal expert in estate planning, trust creation, and tax minimization strategies. Ensures proper asset titling and beneficiary designations. Specializes in creating comprehensive estate plans that align with clients' financial roadmaps.
Hubert Prescod
Insurance Specialist
Insurance expert evaluating comprehensive coverage needs, including life, disability, long-term care, and property insurance. Recommends appropriate coverage levels and providers to protect clients against financial risks.
Questions
What financial services does CMA Wizards offer?
We provide comprehensive financial planning, tax preparation, estate planning, investment management, and insurance review services tailored to individual client needs.
How is CMA Wizards different from other financial advisors?
We use a coordinated team approach with values-based financial planning, Nobel Prize-winning theories, and the Risk Number assessment to create personalized, integrated solutions.
Do you work with clients outside Atlanta?
While based in Atlanta, we serve clients nationwide through virtual consultations and digital financial planning tools while maintaining personalized service.
How often do you review financial plans?
We conduct annual comprehensive reviews and update plans when clients experience significant life changes or goal adjustments.
What qualifications do your advisors have?
Our team includes Certified Financial Planners, CPAs, and specialists with decades of combined experience in financial services and tax planning.
How are your investment strategies developed?
We use Nobel Prize-winning asset allocation models, tactical adjustments based on market conditions, and personalized risk assessments to create diversified investment portfolios.
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