Stephen Kilpatrick CFP® BFA™, CFP®


Kilpatrick Advisors, Inc.

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Stephen works as a financial professional in the following areas

Biblical Responsible Investing (BRI),Financial Planning,Retirement Planning,Social Security Planning

Clients rely on Stephen for expertise in

Financial Planner,Registered Representative,Registered Investment Advisor

“Godliness with contentment is great gain.” – 1 Timothy 6:6

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Meet Stephen Kilpatrick CFP® BFA™

Helping clients since 1993

About Kilpatrick Advisors, Inc.

In business since 2002

CEO Steve Kilpatrick is a Behavioral Financial Advisor™ and CFP Board CERTIFIED FINANCIAL PLANNER™ with over 27 years of experience in the financial services industry. He is a Registered Principal with the firm and is a Registered Investment Advisor. A graduate of Stetson University, Steve previously worked as a Certified Public Accountant (CPA) focusing on corporate auditing and taxation. Steve is a member of the Atlanta Estate Planning Council (AEPC) and The National Association of Christian Financial Consultants (NACFC).

Stephen is Licensed in Alabama,Florida,Georgia,North Carolina,Ohio,South Carolina,Tennessee,Texas,Virginia Stephen has been an NACFC Member since

Our Team at Kilpatrick Advisors has developed and refined a unique process to help our clients reach and enjoy a work-optional lifestyle. We use these proven strategies to help generations of investors grow, protect, and manage wealth.

Fully independent since 2002, we continue a proud tradition of providing comprehensive wealth management services and customized advice. Our focus includes investment counsel, insurance review, and liability management, along with retirement, education, and trust and estate planning. Additionally, we assist business owners with succession planning and employee retirement plans.

Clients understand that, as their life unfolds, their needs will evolve. Critical life events can occur that render a current financial plan obsolete. Totally engaged clients think of us as a personal CFO and empower us fully to put all of the pieces of the wealth, risk, tax, estate and debt management puzzle together so they can have a complete and fully converged picture.

At Kilpatrick Advisors we became financial planners to help people tune out the noise and focus on what matters and what they can control. It's the most fulfilling thing we do.

Kilpatrick Advisors, Inc. 2300 Lakeview Parkway #700 Alpharetta, GA 30009

Office Phone: (404) 889-8000 Direct: (404) 889-8000

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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