Melissa L. George
INVESTHER FIDUCIARY SOLUTIONS
Atlanta, GA
CRD#: 2900237
Melissa L GeorgeINVESTHER FIDUCIARY SOLUTIONS
Professional summary
I have 30 years of experience in the financial services industry and am the Founder and CEO of InvestHER Fiduciary Solutions, LLC, a Registered Investment Advisory (RIA) firm celebrating its 20th anniversary in 2026. As a fiduciary financial planner, financial therapist, speaker, facilitator, financial educator, financial literacy advocate, and published contributor, I specialize in behavioral finance, retirement planning, and helping individuals make confident financial decisions. My passion is translating complex financial concepts into practical strategies that inspire lasting behavior change and lifelong financial well-being. Through client relationships, workshops, speaking engagements, and educational programs, I empower individuals, families, and organizations to build wealth with purpose, confidence, and clarity.
At a Glance
Always Fiduciary
Paid By: Hourly
Paid By: AUM %
Paid By: Commission
Paid By: Fixed / Negotiated Fee
Min. Asset: No Minimum
100–250 clients
Serves: Business Owners & Entrepreneurs
Serves: Corporate Executives
Serves: Divorced Individuals
Serves: Financial Planning for Women
Serves: High Earners Not Rich Yet (HENRY)
Serves: High Net Worth Individuals & Families
Serves: LGBTQ+ Individuals & Families
Serves: Military & Veterans
Serves: Special Needs Families
Serves: Sudden Wealth
Serves: Widows & Widowers
Serves: Pre-Retirees
Serves: Retirees
Serves: Cross-Border & Expats
Services Offered
Business Services
Education Funding
Estate & Legacy Planning
Financial Planning
Health Care & Long-Term Care Planning
Investment Management
Risk Management & Insurance
Retirement Planning
Tax Planning
Specializations
Client Tip
Lasting financial success starts with understanding your money behaviors. Change your mindset, and positive financial decisions will follow.
Biography
I have 30 years of experience in the financial services industry and am the Founder and CEO of InvestHER Fiduciary Solutions, LLC, a Registered Investment Advisory (RIA) firm celebrating its 20th anniversary in 2026. As a fiduciary financial planner, financial therapist, speaker, facilitator, financial educator, financial literacy advocate, and published contributor, I specialize in behavioral finance, retirement planning, and comprehensive financial planning.
I believe lasting financial success begins with understanding the behaviors, beliefs, and emotions that influence our financial decisions. By combining fiduciary financial planning with financial therapy principles, I help individuals, families, and organizations build confidence, make positive financial decisions, and create lasting financial well-being.
Whether I'm working one-on-one with clients, speaking to organizations, or leading financial education programs, my mission is to translate complex financial concepts into practical strategies that inspire lasting behavior change and empower people to build wealth with purpose, confidence, and clarity.
Aliases
Melissa George Austin | Melissa Lianne Austin | Melissa Depriest | Melissa Lianne George | Melissa L George Bailey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa L George's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University of Georgia
Graduate Certificate in Behavioral Financial Planning and Financial Therapy - Family and Consumer Sciences
2025
University of Georgia
Terry College of Business - CFP Certification Education Program
2025
Georgia State University
Business Administration and Management - J. Mack Robinson College of Business
1997
Experience
Current
May 31, 2013 - Present
INVESTHER FIDUCIARY SOLUTIONS, LLC
RIA
CRD#: 144815
Atlanta, GA
Past
January 6, 2012 - December 31, 2012
INVESTHER FIDUCIARY SOLUTIONS, LLC
RIA
CRD#: 144815
STONE MOUNTAIN, GA
Past
August 30, 2010 - December 31, 2011
INVESTHER FIDUCIARY SOLUTIONS, LLC
RIA
CRD#: 144815
ATLANTA, GA
Past
June 2, 2009 - June 29, 2010
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
STONE MOUNTAIN, GA
Past
October 6, 2008 - June 29, 2010
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
September 30, 2008 - October 1, 2008
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
November 2, 2007 - October 7, 2008
INVESTHER FIDUCIARY SOLUTIONS, LLC
RIA
CRD#: 144815
ATLANTA, GA
Past
April 8, 2004 - November 2, 2005
EQUITY SERVICES, INC.
RIA
CRD#: 265
ATLANTA, GA
Past
April 6, 2004 - November 2, 2005
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
April 29, 2003 - January 23, 2004
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ATLANTA, GA
Past
April 2, 2003 - January 23, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 2, 2003 - January 23, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
March 28, 2003 - April 11, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
ATLANTA, GA
Past
September 11, 1997 - April 1, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/31/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INVESTHER FIDUCIARY SOLUTIONS, LLC
INVESTHER FIDUCIARY SOLUTIONS, LLC | MGA FINANCIAL GROUP, LLC | MELISSA L. GEORGE BAILEY | MELISSA L. GEORGE & ASSOCIATES, LLC | MELISSA L GEORGE & ASSOCIATES, LLC | MELISSA L GEORGE
CRD#: 144815 / SEC#:
Georgia
Registered Investment Advisory firm - (5/31/2013 Approved)Loading...
Contact information
Main Address
2905 E Point Street #91589, Atlanta, GA 30344
Mailing Address
Phone number
(678) 218-4900
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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Company Information
INVESTHER FIDUCIARY SOLUTIONS, LLC
CRD#: 144815Atlanta, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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