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6 Concourse Pkwy, Suite 1460, Atlanta, GA 30328

678-MyCrown
Contact@CrownmarkWealth.com
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Crowning Your Wealth, One Move at a Time

At Crownmark, we believe true wealth is built with intention, strategy, and precision, one smart move at a time. Our expert guidance empowers you to take control of your financial future, ensuring every decision brings you closer to crowning your wealth.

Is Your Wealth at Risk?

Unsure about your retirement planning approach?

Unsure about your retirement planning approach?


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Fearful about the impact of market volatility?

Fearful about the impact of market volatility?


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Concerned about preserving your legacy?

Concerned about preserving your legacy?


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Worried about minimizing your tax liability?

Worried about minimizing your tax liability?


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Building Better Brighter Futures

Proactive tax planning for maximum savings and efficiency.

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Expert guidance for business sucession and retirement.

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Personalized Strategies to grow and protect your wealth.

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Comprehensive estate planning to preserve your legacy.

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Meet Our Team

Sean Foote

Sean Foote, CRPC® QPFC® 

Managing Partner

Stephen Welch

Stephen Welch, CRPC®, CRPS®, QPFC®

Managing Partner

Voselyn Willams-Barnes

Voselyn Willams-Barnes

Director of Client Relations

Hundreds of Millions Managed

We've expertly managed hundreds of millions in assets for our clients.

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Industry Recognized Leadership

Our innovative solutions have received widespread industry accolades.

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Four Core Pillars of the Crownmark Process

Goals-Based Focus

We create customized roadmaps that align every financial decision with their long-term vision.

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Wealth Building Strategies

Through our personalized portfolio management services, we help clients grow their wealth with confidence.

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Legacy Planning

A true legacy is about more than financial wealth.It’s about ensuring that your impact lasts for generations.

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Knowledge Transfer

Building a legacy is only half the equation. Ensuring the next generation is prepared to sustain and grow that legacy is equally important.

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How we Deliver for Our Clients

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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What Our Clients Have to Say

Janice Williams

"...Crownmark really took the time to understand my goals and gave me a financial plan that actually makes sense for my future."

Dawn Minor

"They helped me make sense of all the financial noise and put together a plan that gives me real peace of mind."

Carl Davoe

"I feel confident about passing my business down the right way—without all the stress and confusion."

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