Persium Group

Persium Group is a strategic wealth advisory firm located in Atlanta, Georgia. The company employs 15 individuals and generates approximately $5 million in annual revenue. Persium Group specializes in providing wealth management services to various client segments, including business owners, retirement plan committees, and individual investors. For business owners, they offer tailored strategies for wealth creation and investment outside their companies, addressing the unique challenges faced by entrepreneurs. The firm also caters to individual investors seeking personalized portfolio management and guidance towards financial freedom. Additionally, Persium Group assists retirement plan committees nationwide with fiduciary oversight, compliance, and participant benefit maximization. A key differentiator for Persium Group is its proprietary Owner to Investor (O2I) framework, specifically designed to address the investment needs of business owners. They also offer a program called NAVIX® focused on guiding business owners through successful exits. Interested parties can learn more about Persium Group's services, discuss their financial goals, and get answers to their questions by visiting their website at persiumgroup.com. Investment advisory services are offered through Persium Advisors, LLC, a registered investment advisor.