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Experience Matters

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

If You or Someone You Know Would Like a Second Opinion on Their Retirement Readiness, Feel Free to Reach Out or Share Our Information.

Need to Have a Retirement Portfolio Review? Call Our Office or Fill Out the Form Below to Schedule.

How We Can Help

Your Financial Future

We Welcome the Opportunity to Learn About Your Goals and Create a Plan to Help You Pursue Them.

Your Nest Egg

We Will Work with You on a Comprehensive Financial Plan and Investment Management.

Your Family

We Help You Find the Right Balance Between Our Growth and Protection Strategies and Create a Roadmap Toward Your Financial Goals.

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

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

John & Kathy Healy, CFP®

Founders – 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.

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.

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.