Wes Littlejohn, CFP®, CPA

FOUNDER AND FINANCIAL PLANNER

Wes Littlejohn personifies calm persistence. Whether it involved buying his first home shortly after graduating from college, qualifying for the Boston Marathon by the time he turned 30, or guiding investors through historic turbulent market cycles, Wes knows how to apply discipline and smart strategy to work toward long-term results.

A financial services industry veteran since 1996, Wes began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. Since 2004 he has focused on providing financial planning services to busy professionals and retirees. As a Certified Financial Planner® (CFP®) and Certified Public Accountant (CPA), Wes is extensively qualified with the cross-industry experience and capabilities to help clients with their investment, retirement, and tax planning needs.

Outside the office

Sally and Wes have a son and a daughter. They love to travel as a family, and Sally is always planning their next trip. They are active in their church, where they both serve as deacons. Sally enjoys helping in her church’s music and children’s ministries and serving with several community organizations. Wes is active in the community, serving on various boards in the Intown Atlanta area. In recent years, he has traded road for water miles, and can be found swimming competitively at their local aquatic club. Wes regularly invites friends, clients, and colleagues to join his weekly step challenges to help build community and connection by staying active.

Contributing to the community

  • ALTA Tennis Captain 25+ seasons 2001-present
  • Swim/Tennis Association Treasurer 2007-2012
  • Church Deacon 2015-present
  • Swim/Tennis Association Assistant Tennis Chair 2016-2019
  • Toastmasters (intermittent terms as President, Secretary, Treasurer) 2015-present
  • School Board, Finance Lead 2020-2023
  • Neighborhood Board (terms as VP and President) 2021-present

Why your financial advisor should be a CFP®

When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

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Dual-perspective planning

Community-focused calling

Cross-industry experience

Schedule an introductory meeting to discuss your current situation and make an informed decision about working together.