Persium is a Specialized Financial Advisory Team

Serving Individual Investors, Business Owners, and Retirement Plan Committees

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Our mission is to provide extraordinary wealth management services to clients wishing to achieve long-term financial freedom.

About Us

Persium, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser, allowing us to operate in a product neutral, fee-only environment. Our specialized advisory team serves nearly 150 clients across the U.S., and our investment advisory arm advises on about $1.5 billion of assets.* The Persium staff is comprised of experienced professionals with numerous industry accreditations including CFA®, CPA, CFP™.

For our business owner clients, we are passionate about helping guide them on the path towards financial freedom. Our proprietary O2I framework addresses the special challenges owners face as they transition from business ownership to investing outside their companies.

With our retirement plan clients, we work with plan committees to make sound investment decisions, stay ahead of the compliance and regulatory curve, and facilitate positive outcomes for participants.

For our individual clients, we apply institutional discipline and resources to help clients reduce risk, select and monitor investment portfolios, and help meet their long-term financial objectives.

*As of January 1, 2019

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About Our Name

The root of Persium is “PER”—three letters that have big meaning for us. PER is the root of persistent, perceptive, and personal—words that pretty much describe us. We are persistent in our commitment to serve our clients well, never wavering from our values. We’re perceptive to your needs, understanding that everyone’s goals are unique. And we believe in the importance of personal relationships to our mutual success. The suffix “IUM” is Latin for the setting where a given activity is carried out (such as auditorium, podium, stadium, etc.). Put this together as Persium: The place where clients experience our persistent, perceptive, personal approach to business.

Schedule a free consultation and get answers to your questions

When you have a trusted advisor helping you navigate big decisions and are no longer stressed about money, you are free to focus on the things that really matter to you.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.