Lock Wealth Management
Financial Services • 
1372 Peachtree Rd NE, Atlanta, United States • 1-10 Employees
Company overview
| Headquarters | 1372 Peachtree Rd NE, Atlanta, Georgia 30309, US |
| Phone number | +14045906884 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Fee-Only |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Lock Wealth Management
Ben Loughery
Founder & Financial Planner
Lock Wealth Management Email Formats
Lock Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@lockwealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lockwealthmanagement.com | 100% |
About Lock Wealth Management
Do you want retirement to feel simple and stress-free? You’re in the right place. Lock Wealth Management is more than an investment firm. We guide people in or near retirement through the complex decisions that shape the next chapter of their lives — Social Security timing, tax-efficient withdrawals, retirement income planning, and more. Our goal is straightforward: help you stop guessing and start living with clarity and confidence. How we can help: – Retirement planning and income strategies – Investment management and portfolio alignment – Social Security and pension optimization – Tax-aware withdrawal planning – Estate and insurance reviews – Employee benefit and compensation planning How we’re different: – Personalized attention: we work with a select number of families for highly tailored guidance. – Technology-driven: our tools minimize taxes, reduce costs, and keep your plan on track. – Independent & fiduciary: advice in your best interest, not tied to selling products. When you’re ready to make financial decisions with clarity and confidence, message us here on LinkedIn — or click the Website button on our profile to learn more.
Lock Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Lock Wealth Management has never raised funding before.
Belgium
United Kingdom
New Zealand
Frequently asked questions
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