We are proud to be recognized by USA TODAY as a 2026 Best Financial Advisory Firm.
Client-first planning is at the core of everything we do.
See the full list: https://t.co/CWJOWaqU87
Rounding out our new team member highlights, please welcome Elizabeth Perrone to Cahaba Wealth! Based in our Nashville office, Elizabeth joins as a Financial Planning Analyst with a strong accounting background & a client-focused approach.
Meet Elizabeth: https://t.co/4NkYQ9F3so
Continuing our introductions this month, we’re thrilled to welcome Amanda Hendricks to our B'ham office! Amanda joins us as an Executive Assistant, supporting advisors & client care with exceptional coordination and attention to detail.
Get to know Amanda: https://t.co/97S7yafCUV
Join us in welcoming Andy Smith to the Cahaba Wealth team! 🎉 Andy brings 15+ years of experience and a passion for precise, thoughtful portfolio execution. Learn more about him on our team page: https://t.co/4NkYQ9F3so
Have you heard about the new Trump Accounts launching in 2026?
They’re designed to encourage long-term investing for children — but there are important limitations and tax considerations.
Here’s what we know so far: https://t.co/0XcahL6Eq9
Guidance is still evolving, but Trump Accounts will become available in 2026 as a new federal savings vehicle for children.
We’ve summarized the current rules, limits, and planning considerations here: https://t.co/ewL0V5fmQ7
Class night with my love, celebrating @soccerstreets, with everyone contributing to this wonderful cause. They’re doing such powerful and inspirational work for kids in underserved communities in Atlanta, all via our Beautiful Game ♥️👏🏻
I’ve been listening mostly to Todd Snider since Saturday and I threw this record on this morning
This is the perfect record to encapsulate who he was as a person and as an artist
This is a masterpiece in every way
This November, we’re celebrating 16 years of helping clients live with clarity and confidence. Our mission remains the same: to guide thoughtful, values-based financial decisions and build lasting relationships rooted in trust! https://t.co/kwwvM6pJiR
The Falcons have now lost 5 in a row after getting swept by the Panthers.
Bryce Young goes for a career high 445 passing yards.
It’s time to fire Raheem Morris, now.
RT to sign the petition.
Many families underestimate the impact of steady 529 savings. Even modest contributions can make a major difference in covering college costs! https://t.co/4B0nPyVjPc
With tuition rising faster than inflation, planning ahead is essential. 529 plans offer tax advantages, flexibility, and compounding growth for education savings. Read more: https://t.co/8ngVoHxjE3
We are proud to be recognized among Financial Advisor magazine’s Top RIAs for 2025! This milestone reflects the trust of our clients and the dedication of our team. #FinancialAdvisor#CahabaWealth
https://t.co/86GfX1YIke
We are proud to celebrate Charlotte Disley, CFP®! Since joining our Atlanta office in 2022, Charlotte has been dedicated to helping clients gain clarity and confidence in their financial planning. Congratulations on this outstanding achievement!
https://t.co/32RN9NFqRK