CONSORTIUM MEMBER SINCE 2014

Wes Littlejohn

CFP®, CPA

Marathon Financial Strategies
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770-353-6346
Fax  |  770-353-6338
Mobile  |  770-493-6555
E-mail  |  wlittlejohn@intfingroup.com
www.TheBrainTrust.net


Member Profile

Client Vision

Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. For the last 10 years he has focused on providing financial planning services to individuals, families and small businesses. Wes believes in a long-term approach and values ongoing, trusting relationships. As a CFP® and CPA, Wes is extensively qualified with the knowledge and capabilities to help clients with their investment and retirement planning needs. With his comprehensive education to handle all aspects of a person’s financial situation, Wes strives to design strategies designed to fit each client’s personal situation.


Areas of Expertise

 

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Wealth Management
  • Tax Planning
  • Insurance Planning and Analysis

Education/Certification

 

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant (CPA)
  • Bachelor of Science in Accounting and Business Administration, College of Charleston
  • General Securities Representative, FINRA Series 7**
  • Uniform Securities Agent, FINRA Series 63**
  • General Securities Principal, FINRA Series 24**
  • **Securities registrations currently held with LPL Financial

Outside The Office

Wes plays ALTA tennis and has completed three marathons, including the Boston Marathon. He is the Den Leader for his son’s Cub Scout troop and is very involved in ministries at Intown Community Church. Wes always enjoys family activities with his wife, Sally, and their two children.



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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.