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2326 Wisteria Drive, Suite 110
Snellville, GA 30078-2657

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(770) 979-8880

 

Team

As a caring firm of highly ethical, well-trained professionals, we offer a wide range of financial services to help pursue your financial goals. Identify objectives and make informed decisions with Hamilton Financial's customized services. By developing personal relationships with each client, we're able to understand the heart of your needs and goals. We aim to enhance your economic well-being through individualized financial advise that consistently exceeds expectations.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies* 
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Bob Hamilton, Richard Hamilton and Andy Mercer through their affiliation with HD Vest.

 
Bob established the firm as a general CPA practice in 1977. In 1992 he became licensed as a general securities representative with H.D. Vest Investment Services , adding financial services to the firm’s offerings. He received the PFS...

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Michelle has a BBA from The University of Georgia where she graduated Magna Cum Laude from the Terry College of Business. She also holds a Masters of Accountancy degree from the JM Tull School of Accounting at The University of Georgia.

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Richard Hamilton, CFP

Certified Financial Plannerâ„¢

(770) 979-8880

(770) 985-0922

Richard helps clients with a wide range of their financial needs, including planning for education, investing for the future, retirement planning, general budgeting and managing insurance risks. Whether you want to make sure your...

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Andy Mercer, CFP

Certified Financial Plannerâ„¢

(770) 979-8880

(770) 985-0922

Andy works closely with Hamilton Financial clients, helping them access their financial goals, planning for retirement, looking at their needs for life insurance and long-term care, and education planning. With his focus on excellent...

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Matt Remund joined Hamilton Financial in January 2016. He came to Hamilton Financial as a Tax Manager after working as a Tax and Financial Controller for a Family Office in Alpharetta. He previously worked at a publicly traded Real...

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Kathy Garner

Director of first impressions

770-979-8880

770-985-0922

Kathy Garner will be your first contact with our firm, whether by phone or in person. She loves helping people and will make sure you receive the assistance you need. Her education is in business administration and she has years of...

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Tara Adkisson joined Hamilton Financial in October 2016. Prior to joining Hamilton Financial, Tara worked in Finance at Accenture, where she oversaw budgeting and staffing for the North America Client Financial Management group and...

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