About Us
Our Firm
Helping You In Life
and Finance
Our name ARISTIA is rooted in the ancient Greek concept of arete - embodying integrity, valor, and excellence - our brand is a modern interpretation of this timeless ideal. From Homer's epic heroes to the virtuous character extolled in ancient scripture, arete has been synonymous with human aspiration.
We aspire to be the epitome of aristos, or excellence, in our field. Our commitment to premium service, coupled with unparalleled expertise and a philanthropic spirit, defines our dedication to a distinguished clientele.
Meet the Team
Leading You Towards Financial Freedom
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
David M. McInnis - MBA, CFP®, CIMA®
A seasoned wealth advisor with over 20 years of experience, David McInnis is the Managing Partner of Aristîa Wealth Management's Atlanta office. Rooted in the Carolinas and Georgia, his family's medical background instilled in him a structured, analytical approach to financial planning and investment management.
David is a graduate of Georgia Tech's Scheller College of Business, where he earned an MBA in Economics and Financial Analysis. His commitment to professional excellence is evidenced by his advanced certifications: Certified Financial Planner™ and Certified Investment Management Analyst® (CIMA®), a graduate level program taught at the prestigious Wharton School of Business and sponsored by the Investments and Wealth Institute ( (IWI®).
Prior to founding Aristîa Wealth Management, David co-founded East Paces Group, serving clients throughout the Southeast, including a significant focus on the medical community at UNC, Duke, and Wake Forest Universities. His career also includes a tenure at Morgan Stanley, where he honed his skills as a Senior Investment Consultant and Senior Portfolio Manager.
At Aristîa, David is passionate about crafting personalized wealth management strategies that align with clients' long-term goals. His expertise spans portfolio management, research, and comprehensive financial planning.
A dedicated community member, David is actively involved in philanthropic endeavors. When not immersed in the world of finance, he enjoys spending time with his wife Christina and their children, golfing, watersports, attending sporting events, and exploring new destinations.
Kathy Sullivan
Kathy Sullivan Joined Aristia Wealth Management after an extensive career in wealth management, insurance and banking. With her years of client services, operations and office management experience Kathy is instrumental in the delivery of a seamless client experience. When Kathy isn't working you can find her at Save the Horses rescue in Cumming, GA. An avid animal lover, Kathy has three of her own fur kids; Oliver, Jojo and Izzy.
Our Process
We Strive For Excellence
As Much As You Do
Get to Know You
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Visualize Your Future
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Build Your Success
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Let's Get Started!
Schedule a Meeting
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