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

I love being my clients’ trusted wealth advisor and enjoy managing their finances so they can live their best life. I live in Cumming, GA. When I’m not at work, I devote most of my time to my wife and 3 kids. Coaching and playing soccer are my passions. I also enjoy staying fit at my local crossfit gym.

Steven Dougherty

Wealth Manager

I feel privileged to help individuals and families invest and plan for their financial future. I don’t take that responsibility lightly.  I live in Cherokee County with my wife, three daughters, and various animals. My favorite interests are my family, home brewing beer, exercise, and travel.

Lee Stennes

Wealth Manager

Having been a small business owner myself, I know how important it is to have confidence in who is managing your money and I am honored to be that person for my clients.  I live in Watkinsville with my wife, 5 girls, and newborn son.  When I’m not helping with the logistical gymnastics of car pooling and homework, you can find me working on my lawn, on the golf course, cheering on the Bulldogs, or doing course work for my Kingdom Advisor certification.

Robin Cardwell

Client Services Associate

Robin has been serving our clients since 2013. She enjoys getting to know clients personally and doing everything she can to make their lives simpler. Robin lives in Johns Creek, Georgia with her husband and two children and her rescue dog, Cody. Her favorite things to do when she’s not working with clients are spending time on the beach, traveling, and cheering on the Braves.  

Evelyn Perez

Compliance Analyst

I help the office run smoothly, effectively, with a large focus on compliance responsibilities and the client experience.  I love to spend time with my family at our lake house on Lake Lanier creating great family memories.

Tiffany Keefe

Client Services Associate

I’m one of the friendly voices you often hear when calling our office. Working at MPW, has been a life changing event for me after being a stay at home mom for 12 years! Before that, I worked in the TV News Biz. If I had to sum up my career change in one word, it would be “inspirational.” I know not many people can say they enjoy their job, so I consider myself extremely lucky. We are a tight knit group. We get along like family, only minus the screaming. When I’m not at work, I love to exercise and watch movies. I live in Johns Creek, Georgia with my husband, two kids, three cats, and loyal dog Marshall.

Ginette Mayer

Operations Manager

I am a resource for our advisors to help enable them to best serve their clients.  This may include compliance oriented tasks, or help with technology.  When I am not in the office I love to spend time with my grandkids and my German Shepherd Zoey.

Make the most of your money!

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