Meet The Lloyd Group

For more than 25 years, we have provided sound financial advice, comprehensive planning and tailored services.

With offices throughout the Atlanta area, our network of legal, tax, investment and insurance professionals specialize in wealth development and asset preservation.

Our Process

We have refined the way we deliver service to our clients over time, creating The Lloyd Group planning process with the understanding that each client has unique family and personal needs.

Step One:

Initial Meeting

This “get to know each other” meeting allows you to express your primary concerns and define your primary objectives.

Step Two:

Second Meeting

We deliver a plan for review that maps out your objectives and observations from our first meeting. We discuss our recommendations and various options to satisfy your needs and goals, prioritizing what you want to accomplish.

Step Three:

Third & Additional Meetings

We work with you to implement your personal estate and financial plan at a pace that gives you comfort and confidence.

Step Four:

Review & Monitor

We never underestimate the importance of planning. We will regularly discuss possible changes that can help you stay on track financially, adjusting for unforeseen legal, family, health, economic, market or other circumstances.

Before your first meeting, please fill out this Client Questionnaire Form.

Our Team

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Meet the professionals who will help you preserve what you’ve amassed, pursue your passions and provide for your family — now and in the future.

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.

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Blake Morris
CFP®, M.B.A. Investment Advisor Representative

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

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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.

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Drew Jones
B.B.A, RFC® Invesment Advisor Representative

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.

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