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Firm History

Tegra Financial Partners is a fully owned subsidiary of Habif, Arogeti, & Wynne, LLP, Georgia’s largest private accounting and consulting firm.

Tegra’s roots go back as far as the late 1980’s when its parent firm acquired a fully functional third party administration firm specializing in ERISA Plan consulting and administration. In 1999, Tegra added its wealth management division, designed to assist high net worth individuals and institutions in the areas of financial planning asset management, risk management and estate planning. Today, Tegra is made up of nearly thirty individuals dedicated and focused on wealth management and retirement plan administration. Its staff remains dedicated to client service excellence and professionalism. We manage over $400 million for families and business and administer nearly 800 retirement plans of all shapes and sizes.

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Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.