About

Your trusted financial advisors with 30+ years experience

At Mayer Private Wealth, our seasoned and dedicated team of advisors offer a multitude of skillsets required to target the financial results you need. We create a sense of community and trust while helping you create wealth. With our “Mayer Road Map”, we drive your finances forward based on a personalized plan designed for you and your goals. We will guide you every step of the way on your journey to success and prosperity. Our firm is built on relationships and trust.

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Our passion is our promise to you

Our Mission

Relationships are our greatest priority. You come first. At Mayer Private Wealth, our goal is to make sure you feel taken care of. Your portfolio will be designed precisely for your individual needs and financial goals. We promise to stand by you every step of the way. 

Our "Why"

With a foundation built upon excellence coupled with a true passion for what we do, we strive to provide the best service and consistency possible for our clients seeking their highest financial potential.

Our Core Values

Our core value is you and your success; and we promise to make your goals our goals, always putting your best interests first. We are dedicated to becoming a true partner to achieving your individual goals and making your vision for the future a reality.

“Truly insightful financial advice”

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Sophie Moore

“By far the best advice I've ever received’’

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Kim Bryant

“10/10 Highly recommend Mayer!”

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Andrew Smith

A passionate team committed to your financial freedom

Steven J. Mayer

Managing Partner, Wealth Manager
About

Steven Dougherty

Wealth Manager
steven.dougherty@mayerpwm.com
(678) 566-4033
About

Lee Stennes

Wealth Manager
About

Kristen Reed

Client Services Associate
About

Evelyn Perez

Chief Compliance Officer
About

Tiffany Keefe

Wealth Manager
About

Ginette Mayer

Operations Manager
About

Ryan Myrick

Wealth Manager
About

Laura Brannen

Wealth Manager
About

Phil Petersen

Wealth Manager
About

Make the most of your money!

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Kristen Reed

Client Services Associate

Kristen has recently joined our team as a Client Services Associate and looks forward to building relationships and serving our clients in any aspect she can. She lives in Cumming, GA with her husband, three kids and their dog. She enjoys running, traveling and spends most weekends watching her kids wrestle or play soccer