ROSWELL
Led by Forum Partners and financial advisors Robert Fezza, CFP® and Steve Siders, CFP®, our Roswell, Georgia office is here to help you navigate your financial journey with clarity and confidence. We focus on building long-term relationships and assisting families in making thoughtful, confident financial decisions. Whether you are planning for retirement or just starting your career, Robert and Steve bring a steady, experience-driven approach to every conversation. Their philosophy is straightforward: listen first, understand what truly matters, and create a plan that places your goals front and center.
FORUM FINANCIAL MANAGEMENT
OUR APPROACH TO HOLISTIC FINANCIAL PLANNING
From the first meeting to each follow-up, our process is designed to build a healthy, ongoing partnership. We take the time to understand your priorities, define a roadmap, and stay on course, all while supporting you along the way.
OUR FINANCIAL PLANNING SERVICES
Our financial advisors in Roswell, Georgia, don’t begin with products or pre-set solutions. We begin with meaningful conversations about your life, money, and financial goals. Our financial advisors in Roswell, Georgia, support clients across several key areas including:
- Financial planning and goal setting
- Retirement planning and retirement income strategies
- Investment management
- Tax planning and tax strategies
- College planning
- Estate planning
FIND A FINANCIAL ADVISOR IN ROSWELL, GEORGIA
For individuals looking for personalized financial planning services, our financial advisors in Roswell, Georgia, are ready to assist you. Learn how our financial advisors can help you achieve your financial goals by calling 770.992.4444 or emailing roswell@forumfinancial.com.
Robert Fezza
CFP® | Partner
Steve Siders
CFP® | Partner
Janeen Blecker
Senior Client Associate
Carter Garvey
Paraplanner
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A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
