Toby Anderson, CPFA

Approach to Wealth Management

Experienced Guidance to Help You Pursue Your Financial Goals

Toby Anderson Financial Advisor

As a seasoned Senior Financial Advisor, Toby's experience with long-term planning and enthusiastic approach allows him to view each client's situation holistically and determine courses of action. 


Toby crafts tailored services designed to address the unique needs of each individual client. Collaborating with the competent and knowledgeable team at SGL Wealth Management, he extends this customized service to all clients. Toby believes that everyone should have access to a financial advisor, regardless of their financial standing. He understands the trust his clients place in him and is committed to delivering. 


Toby has been in the financial services industry for over 20 years, having obtained his license after graduating from Auburn University in 1997. He holds various financial designations, including Series 7 and 63 with LPL Financial, Series 66 with LPL Financial and IFG Advisory LLC, and a Georgia Insurance license for Life, Accident, and Health and Variable Products.
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Competence
  • Financial planning
  • Investment selection
  • Taxes & estate issues
Coaching
  • Education
  • Managing emotions
  • Second opinions
Continuity
  • Legacy planning
  • Multigenerational relationships
  • Professional coordination
Convenience
  • Time saving
  • Personalized service
  • Investment mentoring

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Keeping the First Things First

Meet Toby, a true Peachtree Corners local and dedicated family man with a bustling household of five children. While he once chased his own athletic passions with four IRONMAN triathlons under his belt, Toby's heart now lies in supporting his kids' pursuits on the field.


As an active member of the Peachtree Corners Business Association, he's a fixture in the community and never misses a chance to cheer on his children at their lacrosse, soccer, and tennis matches. Toby knows that time with his family is precious, and he savors every moment he gets to spend with his family and community.

Understanding the Value of Independence

Toby Anderson brings his own distinct approach to wealth management, particularly when serving entrepreneurs and business owners. With deep experience in business, financial, and retirement planning, he recognizes that investments are merely tools in the grand scheme of one's financial landscape.


As a financial planner first and foremost, Toby grasps the unique challenges faced by entrepreneurs, his goal is ensuring that every strategy crafted not only nurtures immediate business growth but also lays the groundwork for enduring financial stability and a prosperous retirement.


SGL Wealth Management

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