What We Do
Fundamentally, we help you by:
• Managing your investments.
• Reviewing your taxes, retirement and estate plans, insurance coverage, etc.
• Working with your CPA, attorney, insurance agent, or other appropriate professionals to address any
weaknesses uncovered in the review.
In our financial planning and wealth management we use a process similar to that of an architect. As Financial Architects, we:
1) Identify and clarify your goals.
2) Create a plan – a Financial Blueprint – for achieving those goals.
3) Monitor, update, and make changes to the original Financial Blueprint to remain in accordance with your goals.
Why We Are Better
You deserve objective, personalized, and exceptional financial advice. Thus we are:
• Independent, fee-only advisors who do not sell products.
• Small enough to ensure you receive personal attention and individually-tailored recommendations.
• Recognized experts in financial planning and investment management.
Who We Are
David Hultstrom (bio, e-mail) is the president and chief investment
officer of Financial Architects. He has earned the following designations:
• Master of Business Administration (MBA)
• Certified Financial Planner® (CFP®)
• Chartered Financial Analyst® (CFA®)
Mr. Hultstrom also:
• Teaches financial advisors at Emory and other Atlanta-area universities.
• Conducts nationwide classes for CPAs and other financial professionals.
• Serves as an arbitrator and expert witness in securities arbitrations.
• Is active in numerous industry organizations including the:
CFA Society of Atlanta
Financial Planning Association
National Association of Personal Financial Advisors
Anitha Rao (e-mail) has earned the Certified Financial Planner® (CFP®) designation and has taught classes at several universities for financial professionals seeking to earn that designation as well. She serves as vice president and director of financial planning services for Financial Architects.
Ms. Rao holds a degree in Electrical Engineering from the University of Maryland, College Park and has completed postgraduate work in Computer Science at Georgia Tech. Prior to her transition to the financial field, she worked in IT Consulting with both boutique firms and a "big six" accounting firm. She is a member of the Financial Planning Association and lives in Marietta with her husband and their two boys.
How We Work
Our clients have accounts at a custodian such as Charles Schwab & Co. While we do not have access to, or custody of, any client funds, our clients have authorized us to manage their portfolios for them.
How We Get Paid
Our annual investment management fees are $2,500 plus 0.50% of assets under management. Comprehensive financial planning and other projects are $200 per hour.
Who We Serve
We work with clients worldwide who have goals such as:
• Achieving or maintaining financial independence.
• Funding the education of their children or grandchildren.
• Leaving a financial legacy.
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