Tim Byerly Joins Sage Mountain as Wealth Advisor

Accomplished Alternative Investment Executive Enhances Industry Leading Advisory Team

ATLANTA–(BUSINESS WIRE)–Sage Mountain Advisors, an independent wealth management firm, announced today it has deepened its advisory team with the addition of Tim Byerly as Wealth Advisor. Previously, Byerly served as Senior Vice President at Angel Oak Capital Advisors, an alternative credit investment management firm.


“Our families tell us they choose Sage Mountain for three reasons – our independent, conflict-free structure, our specialty in advising on alternative assets, and our high touch client service,” said Scott Neu, Co-Founder and CEO of Sage Mountain. “We saw Tim in action having worked with him when he was on the asset management side. It is clear he embodies the qualities our clients value from us.”

In this role, Byerly will partner with high net-worth families and entrepreneurs to provide full service financial and wealth planning. With a focus on protecting and growing family net worth across generations, he will leverage his experience spanning public and private investments to support clients’ ability to navigate these complex markets.

“I’ve worked with dozens of wealth advisors across the country, and Sage Mountain stands out as one of the few truly family-first advisors,” said Tim. “I’m thrilled for the opportunity to develop life-long relationships with our families, helping deliver individualized solutions for whatever challenges they face.”

Tim has deep roots in the Atlanta community. He grew up in Alpharetta and holds a degree in Finance from Georgia Tech. Tim is also an accomplished athlete who was a member of the 2014 Georgia Tech team that won the Orange Bowl. He resides in Brookhaven with his wife, Rachel, and their daughter.

Sage Mountain is an all-inclusive wealth management firm and alternative investment community, providing concierge-level service to its clients. Sage Mountain is a fee-only, independent, and employee-owned boutique firm with Wall Street roots. It has grown to advise on over $3 billion in assets for a select group of high-net-worth families nationwide. For additional information, please visit sagemountainadvisors.com.

Disclosure: Sage Mountain Advisors, LLC (SMA) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about SMA’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request.

Contacts

Whitney Imeraj

T: 404.795.8361

E: wimeraj@sage-mtn.com

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