David M. McInnis - MBA, CFP®, CIMA®
Wealth Advisor/Managing Partner- Atlanta
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.