Paul Culbreth, CFP®

Plan, Manage Risk, Grow, Enjoy Life.

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Culbreth Wealth Management, LLC Paul Culbreth, CFP®
Dacula, GA

Serving Clients Nationwide

Plan, Manage Risk, Grow, Enjoy Life.

Rated 5.0 out of 5
1 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Paul Culbreth has served as a financial advisor for 18 years, and a Certified Financial Planner® for 11 years. He enjoys helping clients achieve their goals and objectives through financial planning and wealth management.

Paul has significant experience in risk management of investment portfolios and assisting clients in navigating the peaks and valleys of economic business cycles. He is uniquely positioned with an extensive background in insurance, providing him the expertise necessary to provide fiduciary reviews of life insurance and annuity products.

Away from the office, Paul enjoys spending time with his family, playing golf with friends, and relaxing on the beach.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board

Primary Location

2098 Teron Trace Ste. 700 Dacula, Georgia, 30019

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Culbreth Wealth Management is a fee only Registered Investment Advisor and does not sell products or accept commissions from the sale of products. CWM provides holistic financial planning and wealth management services tailored to the financial goals of its clients. Its mission is to help clients achieve their financial goals and objectives through financials planning and risk-guided wealth management. CWM acts in the best interest of its clients.

Education

Georgia Southern University, College of Business Administration, Finance

Hobbies and Interests

  • Beach
  • Family
  • Golf

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

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Culbreth Wealth Management

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 18, 2023
I have been working with Paul for many years. He and his staff have been very helpful with me with several rollovers from other accounts. He has been very attentive in looking after my accounts. We have several conversations each year to go over the accounts and how to handle them based on current economic indicators. Would highly recommend Culbreth Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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