Rachel Wilder, CFP at Wilder Wealth Strategies LLC

Rachel Wilder, CFP at Wilder Wealth Strategies LLC Wilder Wealth Strategies LLC provides quality financial strategies, insurance & financial products I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of financial and insurance needs, including, but not limited to retirement planning, college funding, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory ser

vices through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

3655 Brookside Pkwy
Suite 400
Alpharetta, GA 30022
(470)839-8740

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Wilder Wealth Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Wilder Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.

We’re approaching the halfway point of the year, which makes this a great time to revisit your financial goals and make ...
06/15/2026

We’re approaching the halfway point of the year, which makes this a great time to revisit your financial goals and make sure everything is still aligned with where you’re headed. Whether it’s adjusting your budget, increasing retirement contributions, or simply checking in on your progress, a mid-year review can help set you up for a strong finish to 2026.

The good news? Small adjustments now can make a big difference over time. Even taking a few minutes to review your goals can help you feel more confident moving forward.

What’s one financial goal you’re focusing on for the rest of the year?

A strong financial plan starts with understanding where you are today and where you want to go. Take a closer look at ou...
06/08/2026

A strong financial plan starts with understanding where you are today and where you want to go. Take a closer look at our holistic process and how we guide you every step of the way.
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Helping clients find creative solutions to their financial problems for over two decades.

A well-designed financial plan is like a roadmap for your future. Before a summer road trip, you map out where you’re go...
06/01/2026

A well-designed financial plan is like a roadmap for your future. Before a summer road trip, you map out where you’re going, prepare for the journey, and look forward to the memories along the way – your finances deserve the same kind of planning.

With the right plan in place, you can feel more confident navigating life’s twists and turns while staying focused on your goals. Summer adventures are even better when you’ve planned ahead for them financially.

Do you have a dedicated travel savings fund?

May marks Small Business Month! At Wilder Wealth Strategies, we’re proud to partner with business owners who work tirele...
05/26/2026

May marks Small Business Month! At Wilder Wealth Strategies, we’re proud to partner with business owners who work tirelessly to shape their communities and provide valuable services.

Here’s to the dreamers, the doers, and the builders!

This Memorial Day, we honor the brave men and women who gave everything for our country. We are forever grateful for the...
05/25/2026

This Memorial Day, we honor the brave men and women who gave everything for our country. We are forever grateful for their sacrifice, and today we remember and reflect on their courage.

My study group, Alchemy, is made up of 6 incredible women — all CFP®️ professionals — who are focused on helping each ot...
05/18/2026

My study group, Alchemy, is made up of 6 incredible women — all CFP®️ professionals — who are focused on helping each other continue to grow our businesses. We meet monthly on Zoom and once a year in person, and this year our trip brought us to NYC where we had the opportunity to visit New York Life and BlackRock the first week of May.

Planning ahead for your child’s future? 🎓A 529 plan can be a powerful way to start saving for college and set them up fo...
05/11/2026

Planning ahead for your child’s future? 🎓
A 529 plan can be a powerful way to start saving for college and set them up for success.

Curious how it works and how to make the most of it? Check out our blog for practical tips on funding college expenses and planning with confidence.


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Helping clients find creative solutions to their financial problems for over two decades.

Happy Mother’s Day! As we head into the weekend, we’re celebrating the incredible moms who balance it all—nurturing fami...
05/08/2026

Happy Mother’s Day! As we head into the weekend, we’re celebrating the incredible moms who balance it all—nurturing families, managing careers, and shaping the future. Wishing all the mothers out there a weekend filled with love, appreciation, and joy! 💐

May the 4th be with you.The real force behind a strong retirement? Time in the market, not timing it. Stay consistent, k...
05/04/2026

May the 4th be with you.
The real force behind a strong retirement? Time in the market, not timing it. Stay consistent, keep investing, and let time do what it does best – build your future.

Did You Know: The average American household has 3.5 credit cards. Are you managing your credit wisely? Keep an eye on y...
04/27/2026

Did You Know: The average American household has 3.5 credit cards. Are you managing your credit wisely? Keep an eye on your credit score – it could save you big money on loans down the line!

Address

Alpharetta, GA
30022

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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