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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.
We Welcome the Opportunity to Learn About Your Goals and Create a Plan to Help You Pursue Them.
We Will Work with You on a Comprehensive Financial Plan and Investment Management.
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 & Kathy Healy, CFP®
Founders – Atlanta, GA
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.
Serving Atlanta families
Best In State 2025 & 2026
Member FINRA/SIPC
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.
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.
Do I know where my money is going?
How much will I need to save?
Do I have the right investments for my stage of life?
Am I paying more than my fair share?
How do I protect my loved ones and pass on my legacy?
Do I have proper coverage with each type of insurance?
With your collaboration, we create a comprehensive financial plan that will provide a roadmap to get you where you want to go.
We keep you organized to make sure that your loved ones are taken care of now and later.
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.
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.