Consilium Financial Group, LLC Information

IN COUNSEL IS WISDOM Consilium Associates is a wealth advisory firm located in Alpharetta, Georgia. Our name is of Latin origin, meaning “counsel,” chosen because we believe that without wise counsel plans fail; but, with many advisors, they succeed. We are dedicated to constantly improving client service as we ourselves remain committed to our own professional development. Currently each member of our service team carries an advanced designation(s) specific to the field of financial planning or investment advisory services. Both Andy Lubben and Jill Crawford are CERTIFIED FINANCIAL PLANNER™ professionals (www.cfp.net) and Jill is also a Certified Public Accountant. Kirk is a Certified Investment Management Analyst, CIMA®, (www.IMCA.org), and Kelly is a Certified Estate and Trust Specialist (www.icfs.com). We take our responsibility as your advisors extremely seriously, and are grateful to for the opportunity to serve you. Investment advice offered through Merit Financial Group, LLC(“MFG”), an SEC registered investment adviser. Company information provided pertains to MFG’s dedicated advisory team doing business as “Consilium Associates, LLC.”