Tom Presley, CPA, CFP®, PFS

Partner | Wealth Advisor

Wealth Advice

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.

Tom is a Partner and Wealth Advisor at Brightworth and focuses his time on developing and implementing comprehensive financial strategies for high net worth and high income earning individuals. Before joining Brightworth in 2011, Tom previously worked for a public accounting firm specializing in corporate taxation and the individual taxation of executives.

Tom is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, Personal Financial Specialist, Certified Kingdom Advisor® and Chartered Global Management Accountant. He received his Master of Accountancy with honors and his Bachelor of Business Administration in accounting with honors from the University of Georgia.

Tom is a member of the fee-only National Association of Personal Financial Advisors (NAPFA), the Investments and Wealth Institute, the American Institute of Certified Public Accountants, and the Financial Planning Association. He is also a member of Kingdom Advisors, the Georgia Planned Giving Council and the University of Georgia Alumni Association.

Tom has been published in the Atlanta Journal Constitution and quoted in Financial Advisor Magazine's online publication.

Tom and his wife, Lindley, live in Marietta with their son, Grady, their daughter, Reese, and their dachshund, Lucy. Tom enjoys sports, history, music, travel, theatre and cooking.

 


Authored Content

Five Smart Financial Moves for New Parents

When you find out you’re going to have a baby there are so many things to do. But many parents-to-be don’t properly weigh the financial impact of a new child. Tom Presley, wealth adviser at Brightworth, shares five smart financial moves for new parents.

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Financial Advice from 1796

As leader of the Constitutional Convention, commander of the Continental Army and first American president, George Washington is considered by many to be one of our nation’s greatest heroes, renowned for his character and leadership.

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Lessons From One Recent College Graduate To Another

Finishing college I had a master’s degree, had graduated with honors, and had even started passing portions of the CPA Exam. I felt like I was ready to take on the world. But one of the lessons that hit me hardest right out of school was this: You have a lot left to learn. 

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