Meet the professionals who can help you
Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Nicholas Wealth Management

Nicholas Wealth Management is more than just a financial services company. We believe in making a positive difference in the lives of our clients by staying true to our principles and keeping our promises to you. Since 2012, Nicholas Wealth Management has helped individuals secure their financial future with the goal of preserving capital from stock market losses. We don’t focus solely on how much our clients make in any given year, but our comprehensive approach seeks to maximize the amount individuals get to keep from their hard-earned investment and retirement savings.

We believe our approach and investing philosophy is different from traditional investment firms. We are passionate about building custom solutions to help our clients build long-term, risk-managed portfolios tailored to meet their unique financial goals. By partnering with experienced money managers, we can actively assess global market conditions and economic data to make real-time decisions based on market trends. 

As a Nicholas Wealth Management client, we prioritize each objective in your plan that is designed to give you opportunities for success. It is vitally important to understand that the world today is a very different place. We believe the ideas of the past, buy, hold and forget, just won’t work in this “new economy” we find ourselves in. If you feel that it’s time for a change, time for something different, you are not alone. Individuals throughout the United States have turned to Nicholas Wealth Management to help them navigate safely through retirement.

Meet the Team

The team behind Nicholas Wealth is made up of experienced financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

David Nicholas-6

David Nicholas President & Founder

David Nicholas is the president and founder of Nicholas Wealth Management, an investment and financial planning firm in Marietta, Georgia. David has been serving clients as a financial advisor for over 15 years.

A graduate of Kennesaw State University, David holds a business administration degree in finance with a concentration in economics. He earned a master’s degree in financial planning from the University of Georgia and a certificate in adaptive leadership from Georgia State University. He passed the FINRA Series 7, 63 and 65 exams and holds Georgia, Alabama, and Texas life insurance and Georgia Health insurance licenses.

David was selected as one of 25 individuals in the Atlanta area to be a member of the Buckhead Coalition’s Diplomatic Leadership Corps, a one-time honor given in recognition of the coalition’s 25th anniversary. Atlanta magazine named David Nicholas, one of Atlanta's 500 most powerful leaders in December of 2020, 2021 and 2022. Kiplinger published one of David’s most popular articles, “Don’t let bad timing be your biggest retirement mistake.” David’s opinions and commentaries have been featured frequently on Fox Business, CNBC, CNN, and Fox News.

David lives in Marietta with his wife, Kristin, and their children Isabella, Sophia, and Luke. In his free time, he enjoys spending time with his family, traveling, and reading. David and his family attend Church of the Apostles in Atlanta. David is honored to serve as a board member of Life Resources of Georgia which aim to engage, equip and encourage to see life-affirming organizations to support Georgia families. He also loves giving back to the local community by speaking on leadership, government, and public policy at schools in the Atlanta area.

Nicholas Wealth_Nicholas Family_29

Aaron Gaines

Financial Advisor

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Graham Reynolds

Financial Advisor

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Aaron Jones, CPA

Financial Planner 

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Cyndi Panian

Director of Client Services

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Jared Chambers

Client Service Advisor

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Patty Curtis

Client Service Coordinator

Tim Hart

Client Service Representative

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Louis Kondratev

Trading Associate - Client Services

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Madison Luck

Client Relations Manager

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Amber Deal

Marketing Manager

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Ashlin Borkowsky

Marketing Coordinator

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Laurel Loria

Executive Assistant

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Nicholas Wealth_Nicholas Team

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at (404) 890-5606.