White Horse Advisors Team Members

White Horse Advisors is a Specialized Financial Advisory Team

We Serve Individual Investors and Retirement Plan Committees

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White Horse Advisors (WHA) Asset Management helps business-owners and other investors better manage their personal wealth by making sound business decisions addressing risks to ultimately help them achieve their investment goals.

Our advisors bring the investment experience, resources, and processes that we use with our institutional clients to our individual investment clients. This allows us to offer cost-effective and prudently managed portfolios to help clients achieve their long-term investment objectives.

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CoVerity provides professional advice to retirement plan investment committees. Our job is to help them make sound decisions, stay ahead of the regulatory curve, and facilitate positive outcomes for participants.

As a fiduciary advisor, we work with plan sponsors to deliver industry “best practices”, advise prudent decisions, tax advantages, systematized investment oversight, and vendor management.

Although our retirement plan advisors are based in Atlanta, we provide retirement planning services throughout the Southeastern United States and beyond. Convenient connections to the Atlanta Hartsfield Jackson airport make it easy for us to visit our clients no matter where they reside.

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History

In 2004, White Horse launched as an independently owned and operated firm. In 2010, White Horse registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only environment. Our specialized financial advisory team helps over 100 clients and serves individual investors and retirement plan committees.. The White Horse staff is comprised of experienced professionals with numerous industry accreditations including CFATM, CPA, CFPTM.

Today, White Horse advises on more than $1.2 billion in investment assets.*

*As of 12/31/2015


White Horse Advisors Disclosure Brochure

PDFdownloadIconThis brochure provides information about the qualifications and business practices of our firm.