Securing Your Life’s Work and Building Financial Legacies, One Family at a Time
About Us
Aurora Investment Counsel delivers expert wealth management and investment counseling services tailored for high-net-worth and institutional clients. As your dedicated Atlanta-based financial advisor, Aurora values what matters most to you. We strive to provide the individualized service you deserve.
About Us
Aurora Investment Counsel delivers expert wealth management and investment counseling services tailored for high-net-worth and institutional clients. As your dedicated Atlanta-based financial advisor, Aurora values what matters most to you. We strive to provide the individualized service you deserve.
About Our Name
The “Aurora” of Aurora Investment Counsel is not merely our name. It’s our commitment to you. Just as the Sun and Earth collaborate to produce an aurora, our wealth management and investment management services work with you to achieve your goals.
Wealth Management
We create thoughtful long-term financial plans custom-tailored to help you reach your objectives with a personalized approach.
Investment Management
Aurora Investment Counsel seeks to give you peace of mind by growing and protecting your assets and minimizing taxes.
Investors Guide
Securing Your Life’s Work With Legacy Planning
Legacy planning is about preserving your values and assets for your children and loved ones across generations. It’s more than estate planning. Get your guide today!
Who We Serve
High-Net-Worth
Money in Motion
Stages in Life
%
Employee-Owned
%
Clients who stay with us 10+ years
%
Second Generation Clients
Years Investing for Clients
Insights & News
Your Legacy Planning Year-End Checklist
The fourth quarter is crucial for reflecting on the progress of your legacy plan, and setting priorities for the following year. Have you achieved many of your goals this year, or do you have gaps? Use this nine-point Aurora Legacy Planning Checklist to assess your progress and set an action plan for the coming year.
Five Reasons You Should Open a BrokerageLink® within Your 401k Plan at Fidelity
A 401(k) plan offers several benefits that can help you save for retirement effectively. Tax advantages, employer matching up to a certain percentage, compounding investment returns, just to name a few.
A Legacy Planning Quarterly Checklist
Investors should regularly review their plans for maintaining values, assets, and legacy through generations. We’ve created quarterly checklists to help prioritize your goals and actions. Review this downloadable Autumn checklist.