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

About Us2019-05-31T13:14:21+00:00

Who Are We?

We are a private wealth management firm headquartered in Atlanta, GA. 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. Ford also helped successfully grow a $3 Billion Registered Investment Adviser (RIA) and a $2 Billion Independent Marketing Organization (IMO) from start-up phase to mature and significant profitability as a minority owner in both companies.

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 WGKA 920 AM on Saturdays 2:00-3:00 PM 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 competitions throughout the Southeast.

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.