facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Your Wealth Advisors For Life

Creating Meaningful Financial Strategies
For Exceptional Individuals and Families

Working with an Ashworth Sullivan wealth advisor can be a transformational experience. With decades of financial experience, we will customize a meaningful wealth management plan with investment strategies to help you achieve your financial goals. Our process is designed to help grow, protect and distribute your wealth in a tax-efficient manner.

Competently Offering Guidance Since 2007

From those who have achieved financial affluence to those who are forging their net worth, and to business owners with additional financial complexities, our planning process is competent and efficient, because we know your time is valuable.

We are dedicated to helping you build and maintain wealth, knowledge and confidence in your financial success. You work hard for your assets, we’ll help monitor them so you can enjoy your time with your family and friends.

Contact Us

Ashworth Sullivan Logo

Welcome to Ashworth Sullivan Wealth Advisors

A Firm Built on the Foundation
Of Competency, Trustworthiness and a Commitment to Our Clients

  • Our History


  • 1997

    Marcus Ashworth begins his career with Wall Street headquartered bond firm in Atlanta, GA

  • 2000

    Marcus joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keenan

  • 2004

    Casey Joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keegan

    Marcus and Casey form a partnership within the Private Client Group

  • 2007

    Ashworth Sullivan Wealth Management Group, LLC opens as an independent practice

  • 2010-2011

    Jessica Vickery, Richard Poore and Scott Brandenburg join ASWMG

  • 2011-2018

    Firm awarded:

    • ‘Atlanta’s Top Wealth Managers’ by Atlanta Business Chronicle
    • ‘Guide to America’s Top Financial Planners’ by Consumers Research Council of America
    • ‘Top Wealth Managers in Atlanta’ by Atlanta Magazine
    • ‘America's Top Financial Planners’ by Consumers Research Council of America
    • ‘Top Wealth Managers of Atlanta’ by Atlanta Magazine
    • ‘1st Runner Up for Best Financial Planner North Atlanta’ by Appen Newspapers
  • 2019

    Mitch Smith joins the ASWMG team

  • 2020

    Ashworth Sullivan Wealth Management Group changes name to Ashworth Sullivan Wealth Advisors

Committed to Providing Excellent Service and Investment Advice
In Your Best Interest

Marcus Ashworth, CFP®, MBA Photo Marcus Ashworth, CFP®, MBA Hover Photo

Marcus Ashworth, CFP®, MBA

Managing Partner, Co-Founder
Read Bio

Marcus Ashworth, CFP®, MBA
Managing Partner, Co-Founder

Marcus is a co-founder and managing partner at Ashworth Sullivan Wealth Advisors and has over 23 years of portfolio management and financial planning experience. Marcus takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When he helps a client reach a goal in their financial lives, regardless of how big or small, it brings him great satisfaction to know that he has used his knowledge and skillset to benefit others.

Within his role, Marcus is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions. His career began at a boutique municipal bond broker, where he learned the importance of dividends.  He went on to work at A.G. Edwards, where he built his clientele based on knowledge, expertise and a reputation for offering high-quality fixed-income products. After several successful years at A.G. Edwards, Marcus was offered the opportunity to become the senior vice president of the Private Client Group with Morgan Keegan. In 2007, Marcus co-founded Ashworth Sullivan Wealth Management Group with Casey Sullivan and has since largely built the business from referrals based on a reputation of ethics, trustworthiness, knowledge and competency.

Marcus' professional designations include his CERTIFIED FINANCIAL PLANNING™️(CFP®) designation from Oglethorpe University in Atlanta in 2004. He also earned the Accredited Investment Fiduciary in 2011 (AIF®). Marcus graduated with a BS degree from Valdosta State University, and also went on to earn an MBA with an emphasis in portfolio management from Mercer University, in Atlanta. He has successfully passed the following industry examinations: Series 6, 7, 63, SIE and 24 and is also a member of the Financial Planning Association.

When Marcus isn't focused on managing clients portfolios and financial plans he enjoys mountain biking with his sons, hiking & camping with family and friends, as well as farming & hunting on the family's land in Middle Georgia. He is happily married to his college sweetheart, Leigh, and together enjoy the challenges of raising their four active, wonderful teenage children, Anna, William, James an Andrew. Marcus has been a volunteer 5th & 6th grade football coach for 4 years at the kids school, served as Finance Committee Chairman at the family's church, Birmingham United Methodist Church in Milton, and served as a National Board of Director for the FCA-Outdoors chapter.

Check the background of this firm on FINRA's BrokerCheck.


Casey Sullivan, CFP® Photo Casey Sullivan, CFP® Hover Photo

Casey Sullivan, CFP®

Managing Partner, Co-Founder
Read Bio

Casey Sullivan, CFP®
Managing Partner, Co-Founder


Casey is a wealth advisor and managing partner at Ashworth Sullivan Wealth Advisors and has worked with affluent clients since 2003. He enjoys working with successful people and feels that their enthusiasm and positivity is truly motivating. As such, he takes pride in being able to help them achieve something they wouldn’t necessarily do on their own, such as creating an estate plan that provides for their heirs or finding a unique alternative investment opportunity.

Through personalized meetings and detailed reviews, Casey works with clients to build plans that are specific to their needs and goals. He enjoys a conversational setting in which clients can get to know him and he can hear about what’s happening in their lives. When he isn’t meeting with clients, Casey can be found reading and discovering in order to consistently learn about planning strategies and the latest market trends in order to continually improve the services he offers his clients. He takes pride in transforming his expertise into personalized plans as well as articles, videos or newsletters for clients to interact and engage directly. 

A graduate of Texas A&M University, Casey has a degree in marketing. He worked in IT system sales and implementation for several years. He went on to spend 10 years as an entrepreneur and business development executive in the alternative fuel vehicle industry. Casey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has Series 7, 24 and 66 securities licenses, as well as life, health, disability and long-term care insurance licenses.

Outside of the office, Casey enjoys spending time with his family. He enjoys motorcycling, jeeping, hunting, shooting, astronomy and walking his two German shepherd dogs. Casey is also a non-certified BBQ pitmaster but intends to make it official in the near future. 

Check the background of this firm on FINRA's BrokerCheck.


Mitch Smith, CFP®, CIMA® Photo Mitch Smith, CFP®, CIMA® Hover Photo

Mitch Smith, CFP®, CIMA®

Senior Partner, Wealth Advisor
Read Bio

Mitch Smith, CFP®, CIMA®
Senior Partner, Wealth Advisor


As a wealth advisor, Mitch builds comprehensive financial plans to address client’s retirement and income needs. He listens more than he speaks to gain a deeper understanding of each client’s goals and aspirations. Mitch seeks to organize his client’s financial picture and guide them to financial independence. He enjoys distilling what’s important to focus on the vast amount of noise and distractions.

Mitch attended the University of Georgia where he earned a degree in risk management and insurance. He has over 20 years of experience in the financial services industry, with much of that time focused on alternative investments. Mitch is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Certified Investment Management Analyst (CIMA®) and has successfully passed the following industry examinations: Series 6, Series 7, Series 63 and Series 65. He is also licensed in life, health, disability and long-term care insurance.

Mitch lives in Milton with his wife, Chris, and their three children. They attend the Parish Anglican Church and enjoy reading, hiking, swimming and cooking out. A lifelong Georgia Bulldog, Mitch is also a huge fan of college football.

Check the background of this firm on FINRA's BrokerCheck.


Richard Poore Photo Richard Poore Hover Photo

Richard Poore

Senior Partner, Wealth Advisor
Read Bio

Richard Poore

Senior Partner, Wealth Advisor


Richard is a wealth advisor with Ashworth Sullivan and enjoys the responsibility of helping clients map out their financial futures. His day-to-day responsibilities include conducting retirement income plans, portfolio reviews and comprehensive financial planning with issues ranging from retirement, college, insurance and basic estate planning.

Richard graduated from Elon University and earned a BBA in finance from the University of Kentucky. A lifelong learner, he is also licensed in Series 6, 63, 66, 7, 8 and 24, as well as Life Insurance and Annuity.

Outside of work, Richard enjoys spending time with family, traveling, golfing and cheering on his children’s sports from the sidelines.

Check the background of this firm on FINRA's BrokerCheck.

Scott Brandenburg, CFP® Photo Scott Brandenburg, CFP® Hover Photo

Scott Brandenburg, CFP®

Financial Advisor
Read Bio

Scott Brandenburg, CFP®
Financial Advisor


Scott has been providing investment advice for over 30 years.

Born and raised in Atlanta, Georgia, he attended the Georgia Institute of Technology, on a Navy ROTC Scholarship, earning a bachelor of science degree in management in 1976. Upon receiving his B.S. degree, Mr. Brandenburg was also commissioned as a Supply Officer in the U.S. Navy. In 1990, Mr. Brandenburg was conferred the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by the CFP Board of Standards & Practices, from the College for Financial Planning in Denver, Colorado. Scott works with high-net-worth individuals, families and small to medium-sized businesses, to develop, implement and monitor their financial plans and investment assets. He has been active in his community and his profession and is a past president of the Georgia Chapter of the Financial Planning Association (formerly known as the International Association for Financial Planning).

Check the background of this firm on FINRA's BrokerCheck.

Jessica Vickery, FPQP™ Photo Jessica Vickery, FPQP™ Hover Photo

Jessica Vickery, FPQP™

Senior Planning Associate, Chief Compliance Officer
Read Bio

Jessica Vickery, FPQP™

Senior Planning Associate, Chief Compliance Officer


Within her role at Ashworth Sullivan, Jessica takes pride in working directly with clients, conducting compliance reviews, training employees and vendor management. She believes that successful financial planning requires a certain “recipe” that calls for the desire to help others, along with a mixture of compassion, financial aptitude, organization and technology. Jessica possesses each of those skills and feels a duty to utilize them when helping others.

In 2002, Jessica began her career in the banking industry while simultaneously working her way through college. She graduated from Kennesaw State University with a bachelor’s degree in finance in 2006 and went on to utilize her education by joining Ashworth Sullivan Wealth Advisors in 2011. Jessica holds Series 6, 7, 63, 65 and 24 licenses and also received the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.

Outside of the office, Jessica enjoys sharing meals with family and friends and going to outdoor concerts. She also can be found working on house projects or spending time with her two cats, Charlie and Josie.

Check the background of this firm on FINRA's BrokerCheck.

Kenzie Cronic Photo Kenzie Cronic Hover Photo

Kenzie Cronic

Planning Associate
Read Bio

Kenzie Cronic

Planning Associate

Kenzie is our newest team member and resides in Suwanee. She graduated from the University of North Georgia with a Bachelor of Administration degree in Finance through the Mike Cottrell College of Business.

The financial services industry has been a big part of most of Kenzie’s life, as many of her family members and close friends have careers in financial services. She intends to further her career by obtaining her licenses and certifications. Currently, she is pursuing her series 65 license. In college, she was a Kappa Delta where she assisted in running events to help raise money for organizations such as Girl Scouts of America and No One Alone, and she was a member of Ducks Unlimited.

Outside of work, she enjoys rock climbing, reading and spending time with her family and friends.

Vicky Duran Photo Vicky Duran Hover Photo

Vicky Duran

Planning Associate
Read Bio

Vicky Duran

Planning Associate

Originally from Costa Rica, Vicky Duran resides in Alpharetta with her family. She graduated from the University of Costa Rica in 2009, with a Bachelor and Postgraduate degree in Economics. In 2017 she graduated with distinction from Queen Mary University of London, with an MSc. Behavioral Finance.

Vicky has over 5 years of work experience in finance and economic policy in Costa Rica. She has worked in entities such as Acobo Wealth Management Group, Citigroup Financial Services and the Central Bank of Costa Rica. She also interned at the Universities Superannuation Scheme Pension Fund in London.

Vicky joined Ashworth Sullivan Wealth Management Group in 2018.

Sharon Jones Photo Sharon Jones Hover Photo

Sharon Jones

Compliance Consultant
Read Bio

Sharon Jones

Compliance Consultant


Sharon Jones joined Ashworth Sullivan Wealth Advisors in 2020 as a Compliance Consultant.  Sharon has over 22 years of financial services experience in FINRA, SEC, and MSRB compliance.  During her tenure in the financial services industry, Sharon has worked for various broker/dealers in roles such as CCO, FINOP, Options Principal, & Municipal and Investment Banking roles.  Sharon also has valuable experience with regulators by working for the FINRA Atlanta Office where she conducted routine examinations on broker-dealers, and acted as a liaison between FINRA and broker-dealers by assisting them in compliance rules and regulations.  For the last 15 years, Sharon has been servicing broker/dealers and Registered Investment Advisors in helping them with the design and implementation of their compliance and supervisory programs.  While in these roles, she assisted firms with their procedures, processes, operational controls and prepared them for routine examinations and assisted with regulatory inquiries. Sharon’s passion is to really help broker/dealers and investment advisors understand regulations and design processes and controls to ensure compliance.  She enjoys spending time with each person in the Firm to ensure they understand their roles and responsibilities and what is required from a compliance perspective.  

 

Sharon graduated from Georgia Southern University with a degree in Business Administration with an emphasis on Investment & Commercial Banking.  She resides in Suwanee, Georgia with her husband, two kids, dog named Magic and three cats. In her spare time, she enjoys running, CrossFit, playing tennis and spending time with her kids. 

Sharon Jones and Triad Advisors are not affiliated.

Icon of a handshakeExceptional Service

The size of our firm allows us to establish trust by demonstrating empathy, sensitivity and commitment to your well-being. We develop personalized relationships to ensure there’s a good fit for our partnership in the long run. We strive for exceptionalism in client service.

icon of a medalProfessionalism

To be a professional, our team members must be competent, trustworthy, dependable and grow through continuous learning and engagement with others in our profession. Many of our advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and we proudly hold ourselves to its high standards of competency and ethics.

icon of people talkingCollaboration

We believe it is vital to listen and communicate clearly so we can provide effective guidance and present technical information that is relevant and meaningful for our clients.

Personalized Strategies Built For

Partnering With You to Address
Your Entire Financial Picture

As a business owner or an individual of high-net-worth, you’ve worked hard to earn your wealth. As such, you may have found that managing your wealth has become a burden you’d like to delegate. We’re dedicated to providing active management and advice on how to address your wealth and invest with confidence.

Through wealth management and fiduciary consulting, we’re dedicated to providing services that address your needs first. Our team works in your best interest and is focused on developing solutions that benefit both you and your loved ones.

We serve individuals and businesses in all areas of wealth management, including:


Learn More About Getting Started

Contact Us

What It’s Like Working With
Ashworth Sullivan Wealth Advisors

As a unique individual, your financial plan should address your unique situation. We listen to you and strive to understand your concerns and relate to your experiences. We’re dedicated to the success of you and your family and strive to increase your return on life not just instead of only those of your investments.


  • What to Expect From Our Partnership


  • step one

    Establish Relationship

    The first meeting is where we get to know each other. We’ll discuss your goals and expectations, our firm and our capabilities. We want to make sure we’re a good match for each other and discuss what services may be appropriate for you.

  • step two

    Gather Information

    This is an in-depth meeting where we gather the details of your financial picture to begin assembling the package of financial services we discussed in the initial meeting. We’ll discuss your goals on a deeper level, learn about your family, risk tolerance, wants and needs.

  • step three

    Analyze

    Next, we evaluate your financial information and create a strategy to best aid you in achieving your goals. This could be as simple as an updated investment proposal or as complex as a comprehensive financial plan addressing cash flow, insurance, taxes, estate, retirement and investments.

  • step four

    Prepare and Recommend Solutions

    Once the financial analysis and plan are complete, you and your financial advisor will meet to discuss and agree on an implementation plan and timeline.

  • step five

    Implement and Monitor

    As a client of Ashworth Sullivan, we’ll work with you to implement and monitor your plan and investment portfolio. We make recommendations for adjusting your wealth management plan should your situation change, ensuring that it continually supports your goals and lifestyle.


Take the First Step Towards Protecting and Growing Your Wealth

Connect With Us

Gain Valuable Insight
Into the Financial Industry

Loading Posts...


READ MORE

Let’s Build a Meaningful Partnership

Located in Alpharetta, Georgia, we work with clients throughout North Georgia and the Southeast. We’re happy to work with you in person, over the phone or virtually, depending on your preference. Give us a call or fill out the form below to begin our conversation today.

Ashworth Sullivan Wealth Advisors

30000 Mill Creek Avenue
Suite 340
Alpharetta, GA 30022

Contact

Phone: 770-771-5812
Fax: 770-771-5885
Email: info@ashworthsullivan.com


Free Portfolio Risk Analysis