Versailles Financial, LLC / Financial Advisor in Alpharetta, Georgia

Don Whalen, CFP
Who We Are We are fortunate to work with a relatively small number of affluent families in Atlanta and elsewhere who value our ability to grow and protect their nest eggs in the most cost-effective manner. Being cost-effective, to us, means being sensitive to taxes. In the years ahead, investing in a tax-wise fashion will become increasingly important as Uncle Sam looks to pay down its credit card bill (the one that it amassed without first asking the American people if we were ok with the credit card limit increases in the first place). Being cost-effective also means investing like the institutions, not like a retail investor. We use institutional class mutual funds that are not available to retail investors, and that gives our clients a significant cost advantage right out of the gate. Add to that the value that we add through asset allocation and a highly disciplined individual investment selection process, and we think that our value proposition is hard to beat. Finally, we are fiercely independent in everything we do. We pride ourselves in the fact that we are not a part of the commissioned securities business that is so laden with conflicts of interest. We work for our clients and our clients alone. Become Our Client If you have a portfolio of $1 million dollars or more, or if you are a high income earner committed to saving and investing (with our help) to get you over that $1 million mark in the next few years, we invite you to set up a complimentary initial meeting. So that we can make the most of our time together, we would kindly ask you to fill out our easy-to-use online questionnaire:


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