Meet The Lloyd Group

For more than 25 years,

The Lloyd Group, Inc. has specialized in wealth development and asset preservation using our network of legal, tax, investment and insurance professionals to design a retirement and estate strategy that fits your individual needs.

Our offices are located throughout the Atlanta area. Feel free to visit us at any of our locations for your complimentary consultation and financial analysis.

Our Experience


With years of experience providing sound financial advice, we do our utmost to maintain our reputation. The financial professionals at The Lloyd Group, Inc. value long-term growth over short-term, volatile investments.


Our Goals





Many of our clients come to us because they want to feel confident in their future. Our mission is to ensure those goals are met. Over the years, we’ve found that the best way to make this possible is through providing customized comprehensive wealth management services to each client. We believe people deserve independent advice based on the most effective market research and supplied by dedicated industry professionals who understand the long-term ramifications of advice to their clients' lives.

Our Advisory Team



Mark Lloyd
CEP®, RFC®, Owner + Founder


Mark’s passion is to provide continuous financial guidance that individuals and families need to secure their financial future.


Blake Morris
CFP®, M.B.A.


Blake shares his experience in assisting clients achieve their goals, plan for tomorrow, and develop strategies that allow their money to last a lifetime.


Creston Maxey
B.B.A, Investment Advisor Representative


Creston's enthusiasm and concern for each and every client along with his attention to detail assures personalized service.


Drew Jones


Drew has extensive knowledge in portfolio analysis and managing risk and is able to provide a variety of programs and advice that best fits his clients’ needs.