Patrick King, CFP®, MBA Prana Wealth
- 625 Timm Valley Rd. NE, Atlanta, GA 30305
- (404) 500-9261
- https://www.pranawealth.com/
About Patrick King, CFP®, MBA
At Prana Wealth, we help professionals and executives over age 40 invest smarter, lower taxes and retire sooner.
Prana Wealth is a fee-only financial planning firm based in Atlanta that serves clients across the country. Over the years, we’ve helped CEOs, athletes, musicians and many others build a more confident financial future. Let us help you achieve a higher state of wealth.
We specialize in helping professionals and executives over age 40 make work optional.
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At Prana Wealth, we help our clients:
• Save time by working virtually,
• Retire sooner,
• Get organized,
• Maximize their compensation plans,
• Grow their investments,
• Lower their taxes,
• Figure out what to do with old 401(k) plans,
• Lower their stress over money.
At Prana Wealth, we do our best work with:
• Professionals and executives over age 40 who want to retire early
For additional information about our services and fees, visit us at: https://www.pranawealth.com/
ABOUT PATRICK
Patrick King is the Founder of Prana Wealth, a fee-only wealth management firm that specializes in helping professionals and executives over age 40 invest smarter, lower taxes and retire sooner.
Patrick lives in Atlanta and enjoys travel, mountain biking, photography, golf and college football.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Executives
- Established Professionals
- Gen X
- Investment Planning & Management
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
Fee Options
- Annual Fee: $4,000+ / year (Billed Quarterly)
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
