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Objective and Comprehensive
Financial Advisory

We help executives and entrepreneurs grow and protect wealth
now, in the future, and generationally

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Architecting Your Financial Future

Creating a life that aligns with your values, passion, and purpose requires dynamically designed and directed financial strategies, solutions, and service. Our expertise marries behavior finance with engineering, providing objective, collaborative, comprehensive planning, and oversight to grow and protect wealth. Every plan and portfolio is comprehensively handcrafted by our financial advisors and supported via a consistent and personal concierge client experience.

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Protection

Risk management solutions to protect your family, business, and legacy.

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance

  • Annuities

*Commission Fee

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Planning

Guidance and advisory and to help you evaluate and address your most important financial goals.

  • Cash Flow Management

  • Risk Management

  • Tax Planning Strategies

  • Income Tax Strategies

  • Retirement & Education

  • Estate & Legacy Planning

  • Special Circumstances

  • Charitable Giving

  • Business & Executive Planning

*Planning Fee

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Portfolios

Custom investment solutions and personalized investment management.

  • Portfolio & Strategy Selection

  • Asset Allocation & Location

  • Portfolio Rebalancing

  • Tax Minimization

  • Risk Capacity & Ongoing

  • Behavioral Coaching

*Assets Under Management
*Commission on Select Products

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Comprehensive Life/Money Masterpiece Design

Our strategic solutions optimize all areas of your financial life.

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“Intentional leaders committed to crafting lives that align with values, passion and purpose need creative, collaborative, dynamically designed and directed financial strategies, solutions and service.”

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Meet Our Leadership Team

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Meredith C. Moore

Founder & CEO

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Sandy Jones

COO

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Adam Tolliver

Advisor Partner

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Let's talk!

Phone: (770) 587-0281
Email: mmoore@artisanfsonline.com

1125 Cambridge Square, Suite C
Alpharetta, GA 30009

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Disclosure

Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR (AR Insurance License #3984114), CA (CA Insurance License #0D60252), CO, FL, GA, LA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Meredith Moore is licensed and authorized to offer insurance in California and Arkansas, but Artisan Financial Strategies, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Meredith Moore is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Meredith Moore is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Tolliver is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #0L03742), CO, GA, LA, MD, MI, NC, NY, OH, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Adam Tolliver is licensed and authorized to offer insurance in California, but Artisan Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Adam Tolliver is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Tolliver is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Artisan Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Artisan Financial Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

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