Who We Are
Fiduciary Financial Advisors
Collective Wealth Partners provides personalized financial planning and investment guidance for individuals and families approaching retirement. As independent fiduciary advisors with deep institutional industry experience, we focus on clarity, education, and long-term partnership so our clients can move forward with confidence. We serve individuals and families navigating retirement, major life transitions, and long-term wealth decisions who value clarity, partnership, and trust.
As fiduciary financial advisors, our responsibility is simple and non-negotiable: every recommendation we make is guided by what is in your best interest. We serve clients in Atlanta and virtually across the United States, providing financial guidance that is personal, transparent, and grounded in a deep understanding of your goals, values, and responsibilities.
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Why Collective
Wealth Partners Was Founded
Collective Wealth Partners was founded in 2022 by four experienced advisors, Kamila Elliott, Brian McKinney, Emma Foulkes, and Shardea Ages.
We came from global investment firms where we gained strong technical training and institutional experience.
Over time, we began to see a disconnect between how wealth management was delivered and what clients actually needed. The industry often prioritized scale, asset minimums, and volume-driven relationships over education, planning, and personal attention. Within that model, it became increasingly difficult to deliver the level of care, clarity, and partnership our clients deserved and expected.
The decision to form Collective Wealth Partners came from a shared belief that sophisticated financial planning should not feel impersonal or inaccessible. We set out to create a firm where experience and expertise could be paired with care, trust and genuine connection.
What We Saw Was Missing
In traditional wealth management environments, many clients felt overlooked or underserved. High asset minimums excluded capable, hardworking individuals from receiving quality advice. Planning conversations were often narrowly focused on periodic investment performance, leaving important topics like cash flow, taxes, risk, and estate planning under-addressed.
Advisors were often spread too thin, managing too many clients to offer the deep, ongoing support people actually needed. Meetings felt rushed. Clients were left feeling confused, or unsure how all the pieces of their financial lives fit together. In essence, clients were seen as just another number.
We saw that people did not just need better portfolios. They needed context, education, and a trusted partner who could help them make confident decisions without pressure or judgment.
We knew there had to be a better way.
What We Built Instead
Collective Wealth Partners was built on the belief that comprehensive financial planning should be the foundation of every client relationship. Investments matter, but they are only one part of a much larger picture.
Our approach emphasizes education, transparency, and collaboration. We take the time to understand your full financial life, explain your options clearly, and work with you to create a plan that aligns with your priorities today and evolves as your life changes.
We view our role as partners, not product providers. What we offer is balance: the institutional-level expertise and sophisticated tools of a global firm, combined with the warmth, accessibility, and personalized attention of a boutique RIA practice.
Our Mission and Values
Our Mission
Our mission is to provide clear, objective, and personalized financial guidance that helps clients feel confident about their decisions and secure about their financial future. Our goal is to make high-quality financial planning accessible, understandable, and relevant to the lives of the people we serve.
Our Core Values
Value #1:
Education and Empowerment
We believe clients deserve to understand their financial strategies, not just follow them. Education is central to our process so you can actively participate in your own financial journey.
Value #2:
Honesty and Transparency
As fiduciary financial advisors, we provide objective guidance without hidden agendas. Our advice is always clear, upfront, and aligned with your best interests.
Value #3:
Excellence and Experience
Our lead advisors are all CERTIFIED FINANCIAL PLANNER® professionals with more than a decade of experience, supported by advanced degrees and professional designations across the firm, including MBAs, CRPC®, RICP®, and TPCP®. We bring institutional-level expertise while maintaining a high standard of care and professionalism in every relationship.
As the financial industry evolves, we’re committed to staying ahead continually learning, embracing new financial strategies, and ensuring our clients always receive the highest level of service and care.
Ready To Meet The Team?
Our story is just the beginning. The real partnership starts when we get to know you, your goals, and what matters most in your financial future.
Start the Conversation
If our story resonates with you, we invite you to take the next step and schedule a one-on-one conversation with our expert advisors. As fiduciary financial advisors serving clients nationwide, we are here to help you move forward with clarity and confidence.