Address : 6190 Powers Ferry Road, Suite 505 Atlanta, GA 30339 Email :

To learn more about the professional history of our financial professional(s), please visit FINRA’s BrokerCheck.

To view all of the advisor resources please login to access our advisor portal.

“Successful wealth management is a collaborative effort. It flourishes when the process maintains objectivity, the advice is unbiased, and the client and advisor enjoy an open line of communication.”

- Ray L. Lent

Vision. Integrity. Agility.

We hold ourselves to these principles, always striving to deliver the trusted, personal attention you and your clients deserve. You have access to a wide range of products and services to offer your clients. And you can maintain your independence while choosing the services you need to support your business in our rapidly changing investment environment. Because we do not offer proprietary products, you can make recommendations to your clients based on their needs, not ours.

What to Expect When You Work with Portsmouth Financial Services:

  • Access to years of experience and product knowledge from a network of skilled investment professionals
  • Ability to choose the mix of support services you need to run your business your way.
  • Planning assistance to help you focus on long-term business growth instead of day-to-day operations and paperwork.

We are committed to supporting the well-being of you and your clients. We work with each of our financial advisors to help you build an effective business model, including a business continuity plan. This helps to ensure that you and your clients receive the support needed – today and for the future.