Our History
1997
Marcus Ashworth begins his career with Wall Street headquartered bond firm in Atlanta, GA
2000
Marcus joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keenan
2004
Casey Joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keegan
2004
Marcus and Casey form a partnership within the Private Client Group
2007
Ashworth Sullivan Wealth Management Group, LLC opens as an independent practice
2011-2018
Firm awarded:
- ‘Atlanta’s Top Wealth Managers’ by Atlanta Business Chronicle
- ‘Guide to America’s Top Financial Planners’ by Consumers Research Council of America
- ‘Top Wealth Managers in Atlanta’ by Atlanta Magazine
- ‘America's Top Financial Planners’ by Consumers Research Council of America
- ‘Top Wealth Managers of Atlanta’ by Atlanta Magazine
- ‘1st Runner Up for Best Financial Planner North Atlanta’ by Appen Newspapers
2020
Ashworth Sullivan Wealth Management Group changes name to Ashworth Sullivan Wealth Advisors
2021
Ashworth Sullivan Wealth Advisors changes name to BlueChip Wealth Advisors