Our Firm

Lion's Share Financial of East Cobb is an independent financial services firm with securities  offered through Securities America, Inc. Member FINRA/SIPC.   We specialize in retirement planning, college savings, wealth management and also offer estate planning with Julianna Burrall, Attorney at Law.  We are excited about the opportunity to help you prioritize your financial goals and create strategies to achieve financial success.  We are confident that you will understand why Lion's Share Financial of East Cobb has been able to earn the trust and confidence of  families and businesses, not only here in the Atlanta area, but nationwide as well.

Over the next three decades, the traditional three-legged stool of income security - social security, employer pensions and personal savings - will no longer ensure an adequate retirement.  We help you and your family develop a customized financial strategy, built with our unique Quadrant System, which can help you reach financial independence.  The financial strategy will be based on sound financial principles and the information you provide.  Our team of financial professionals will analyze your data and help you prepare a strategy customized to your family's or business' individual needs. 

We all have investment goals that we want to reach.  We want to remind you to take a step back and think about what your goals are.  Whether it is a comfortable retirement, educational expenses, a new home or other life events, we help you develop a strategy that will help you reach your goals.

In today's competitive, fast-paced environment, you need professional, reliable resources to support you. Whether you are an individual, a family, or a business, working with Lion's Share Financial of East Cobb will give you the confidence and comfort of knowing that you are partnered with experienced Financial Professionals.  Your goals are our priority.

Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment strategy will be profitable or equal to any historical performance.