Pierson Wealth Management
SEC RegisteredGUIDING GENERATIONS OF WEALTH
About the firm
Pierson Wealth Management is dedicated to providing a tailored and intimate approach to financial success. Operating as a boutique firm, they focus on building meaningful, long-term relationships with clients rather than a one-size-fits-all approach. RFP Financial Group, LLC d/b/a Pierson Wealth Management is a Securities and Exchange Commission registered investment advisor based in Atlanta, GA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, estate planning, tax optimization, retirement planning, and risk management, offered as a comprehensive suite of financial services with a holistic approach to financial well-being.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 178 | $34M |
| High Net Worth Individuals | 77 | $132M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pierson Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched