Who we serve


Active Entrepreneurs

Retired/Transitioning Entrepreneurs

Aspiring Entrepreneurs

Client Services


We provide a wide range of services that are specially designed to be valuable to entrepreneurs in every stage of business ownership.

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Meet our team

Wealth Management Advisor

M. Patrick Callahan, JD

Wealth Management Advisor


(404) 524-7900

pcallahan@xceptionadvisorygroup.com

Financial Planning Consultant

Chris Doran, CFP®

Financial Planning Consultant


(404) 524-7900

chris@xceptionadvisorygroup.com

Client Services Executive

Will Holdren

Client Services Executive


(404) 524-7900

will@xceptionadvisorygroup.com