Work With a Fidicuary Who Puts Your Needs Ahead of Our Own.

About Us2018-09-24T22:50:00+00:00

Who Are We?

We are a private wealth management firm headquartered in Atlanta, GA with offices in Ponte Vedra, FL and Ft. Walton Beach, FL. We believe in managing our clients assets actively. We employ a tactical asset allocation strategy in portfolio management. Our team is passionate about educating clients to empower them to invest and retire successfully. We work with three primary groups of people; Pre-Retirees, Retirees and Business Owners. We look forward to helping you reach your financial goals.

Our Custodian Partners

We work with these custodians to further protect your hard-earned assets. We will never take possession of your funds, we will only have limited trading authority within your account to implement your financial plan.

TD Ameritrade

TD AMERITRADE – PREFERRED

FIDELITY

The Active Wealth Process

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The Active Wealth Team

Ford Stokes
Ford StokesFOUNDER & PRESIDENT
Prior to founding Active Wealth Management, Ford exponentially grew over a dozen companies as a Chief Marketing Officer, he’s passionate about growing our client’s wealth and has over ten years experience in the financial industry.

He holds an undergraduate business degree and an MBA with a dual concentration in Finance and Economics. He’s published articles on FoxBusiness.com and hosts The Active Wealth Radio Show on WGST 640 AM in Atlanta. He educates clients to help them invest and retire successfully.

Ford is a native Atlantan who plays ALTA Tennis, Golf and cheers on our hometown Braves, Falcons, Hawks and Atlanta United with his family. Ford and his wife, Diana, have a great time supporting their twin girls at their cheer.

Diana Stokes
Diana StokesSENIOR VP - LIFE & HEALTH INSURANCE DIVISION
Diana is a Registered Dietitian and has worked in Healthcare for over 20 years. She is passionate about helping clients with their healthcare and life insurance needs before and during retirement.
As a Mother of twin girls, she understands the importance of proper college planning that also provides flexibility for retirement.
Mallory Hitson
Mallory HitsonEXECUTIVE ASSISTANT - MONTGOMERY OFFICE
Mallory is passionate about taking care of our Alabama clients. She enjoys spending time with family, tailgating at College Football games with her boyfriend and serving pre-retirees, retirees and business owners with Active Wealth Management.