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John and Kathy Healy - Healy Wealth Management | Financial Advisors in Atlanta Georgia

John Healy & Kathy Healy, CFP®

Founders of Healy Wealth Management – Atlanta, GA

Atlanta, GA - Serving Clients For 30+ Years

Retirement Planning That Puts Your Family First

Healy Wealth Management (previously Healy Capital Management) is a financial services and investment management firm serving the greater Atlanta area operating through LPL Financial. We have been in the industry for over 30 years and have been through many economic adversities. We understand the risks involved with the market volatility and have decades of experience on how to prepare for the future to come.

Atlanta, GA - Serving Clients For 30+ Years

Retirement Planning That Puts Your Family First

Healy Wealth Management (previously Healy Capital Management) is a financial services and investment management firm serving the greater Atlanta area operating through LPL Financial. We have been in the industry for over 30 years and have been through many economic adversities. We understand the risks involved with the market volatility and have decades of experience on how to prepare for the future to come.

John and Kathy Healy - Healy Wealth Management | Financial Advisors in Atlanta Georgia

John Healy & Kathy Healy, CFP®

Founders of Healy Wealth Management – Atlanta, GA

30+ Years

Serving Atlanta families

Forbes

Best In State 2025 & 2026

LPL Financial

Member FINRA/SIPC

How We Work

Your personal CFO, not just a portfolio manager

We value communication with our clients, and we consider communicating a two-way street. We focus on your needs and desires, proactively staying aware of any changes in your financial situation, and helping you to identify your financial goals for the future.

What We Cover

Six Dimensions of a Comprehensive Financial Plan

Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. It is only through comprehensive analysis that your true financial condition can be determined, and a proper plan can be recommended.

Cash flow analysis

Do I know where my money is going?

Retirement planning

How much will I need to save?

Investment management

Do I have the right investments for my stage of life?

Tax planning

Am I paying more than my fair share?

Estate planning

How do I protect my loved ones and pass on my legacy?

Risk management

Do I have proper coverage with each type of insurance?

How We Help

Your Plan Starts Here

Financial Planning

With your collaboration, we create a comprehensive financial plan that will provide a roadmap to get you where you want to go.

Legacy Planning

We keep you organized to make sure that your loved ones are taken care of now and later.

Investment Management

We can’t predict the market, but we will help you find your preferred balance between growth and asset protection strategies through investment selection, diversification, and hedging.

NIL Advisory Services

For a student-athlete, the first Name, Image, and Likeness (NIL) check can change everything fast. We help athletes and their families across the Southeast make sense of that new income and build a plan designed to last well beyond the final season.

Get Insights and Updates on Financial Planning

Explore our blog to stay informed and empowered on your financial journey.

  • Tips and strategies for managing your wealth and protecting your assets.
  • Gain a deeper understanding of financial concepts and market trends.

What Our Clients Say About Us:

Not Sure If We're The Right Fit?

We offer a complimentary second opinion on your current retirement plan to make sure you know where you currently stand and if a change is right for you.

Check the background of Katherine M. Healy and John R. Healy on FINRA’s  BrokerCheck