An Atlanta Advisor Who Knows Your Business and Answers When You Call
We are based in the Atlanta metro area, serving small businesses, medical practices, and professional firms across the city and surrounding suburbs with independent insurance, group benefits, and financial planning — through a single point of contact, not a national call center.
Atlanta's Business Environment Demands More Than a Policy and a Phone Number
Atlanta is one of the most competitive job markets in the Southeast. For small businesses in Buckhead, Midtown, Sandy Springs, and out through the Norcross corridor into Gwinnett County, employee benefits have become a recruiting and retention tool — not a nice-to-have. The businesses that attract strong candidates are the ones offering a benefits package that means something, structured by an advisor who understands the local market.
Some1 Family Office works with small business owners, independent medical and dental practices, trades contractors, law firms, and professional service businesses across the Atlanta metro. We are not a clearing house. We are not a 1-800 number. We are an advisory relationship — one that starts by understanding your situation before we recommend anything.
What We Help Atlanta Businesses and Families Navigate
For Atlanta-area small businesses and individuals, we work across the full range of insurance and financial planning needs — routing each concern to the right provider, whether that is within our own entities or through trusted external partners.
Group Benefits for Atlanta Employers
Competitive group medical plans, dental and vision coverage, life and disability benefits, and retirement plan structures — including SIMPLE IRAs, SEP plans, and 401(k) options — designed for businesses with 5 to 30 or more employees.
Individual and Family Protection
Life insurance, long-term care, disability coverage, annuities, individual health and ACA plans, Medicare, and travel insurance for Atlanta-area individuals, pre-retirees, and families planning for what comes next.
Corporate Benefits for Business Owners
Business owner disability, keyman insurance, deferred compensation, and executive compensation plans — built for Atlanta business owners who carry risk that a standard group plan does not cover.
Financial Planning and Asset Management
Managed money, IRA rollovers, brokerage accounts, structured income planning, and risk management for Atlanta-area clients who need a coordinated financial picture — not just an investment account.
How Some1 Family Office Works
We do not begin with a product. We begin with your situation — asking the questions, identifying the concerns, and then routing each need to the right provider. That could be The Insurance Shop for insurance and benefits, Kinetic Pathways for financial planning, Mind Palace for bookkeeping, or a trusted external partner such as a CPA, attorney, or estate planner.
1. Speak With Us and Share Your Situation
You reach out, and you reach a person. Jay Thurlow is your single point of contact from the first conversation — whether your question is about group benefits, life insurance, a retirement plan, or something you have not been able to name yet. We ask the questions, listen to where things stand, and make sure we understand the full picture before anything else happens.
2. We Build a Plan That Works for You
Once we understand your situation, we build a path forward. That might be a coverage recommendation, a financial planning strategy, a bookkeeping arrangement, or a combination of all three. We identify what is an insurance concern, what is a financial planning concern, and what belongs somewhere else — and we tell you plainly what we see. The plan reflects your circumstances, not a template built for a generic client.
3. We Route Each Need to the Right Provider and Stay With You
We put the plan in motion. That means coordinating across our own entities — The Insurance Shop for insurance and benefits, Kinetic Pathways for financial planning and Mind Palace for bookkeeping — and, when the situation calls for it, connecting you with trusted outside providers such as CPAs, attorneys, or estate planners. You stay connected to one advisor throughout.
Frequently Asked Questions From Atlanta-Area Clients
Do you work with Atlanta businesses of all sizes, or only larger companies?
We work primarily with small businesses in the 5-to-30-plus employee range, including independent medical and dental practices, trades and construction companies, law firms, and professional service firms. If you are a sole proprietor or a growing business, we can still help — the conversation starts with your situation, not a minimum headcount.What makes Some1 Family Office different from a national insurance carrier or broker?
We are an independent advisory firm based in the Atlanta metro. We do not represent any single carrier, and we are not compensated to steer you toward a particular product. Our job is to understand your situation and connect you with the right solution — whether that is one of our own service entities or a trusted external provider.Can I meet with you in person, or is everything virtual?
Both. We are available for in-person coffee meetings across the Atlanta metro area and for video consultations by appointment. We are also available after hours and on weekends for clients who need flexibility.What is the best independent insurance advisor in Atlanta for a small business owner?
That depends on your situation — which is exactly why we start with an intake conversation rather than a recommendation. Small business owners across Atlanta have come to Some1 Family Office because they needed one advisor who could see the full picture: group benefits, individual coverage, corporate protection, and financial planning, all coordinated through a single relationship.Do you serve the suburbs, or only the city of Atlanta?
We serve the full Atlanta metro area, including Sandy Springs, Buckhead, Midtown, Norcross, Peachtree Corners, Lawrenceville, and surrounding communities throughout Gwinnett County and beyond.
One Conversation Is How Every Client Relationship Starts
Reach out. We will ask questions, understand where things stand, and tell you honestly what we think you need — including whether the answer leads to one of our services or somewhere else entirely. This is an advisory conversation, not a sales call, and it follows your timeline. Schedule a 24-minute intake at a time that works for you.