Collins/Moody Financial Services, L.L.C.

Overview

Collins/Moody Financial Services, L.L.C. is an independent, Georgia-registered advisory firm organized as a limited liability company and owned by an individual. The firm provides fee-based wealth management primarily on a percentage-of-assets basis and serves both individual/family clients and some institutional accounts. Core advisory services reported on the filing include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — the latter reflecting a role as a capital allocator when outside managers are appropriate. The firm does not identify itself as an active ESG investor and is not presented as a multi-state or pension-consulting adviser. Industry relationships noted on the filing include connections with an accountant and an insurance company.

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Investments & Alternatives

Location & Offices