General Info

Excelsia Investment Advisors is based in Savannah, GA and provides investment advice, money management, asset management, and financial advice. We provide total asset management. Our goal is to deliver attractive returns in both up and down markets, which distinguishes us from other wealth management firms. It's not what you earn. It's what you keep. Excelsia Investment Advisors has developed an investment process that demands extensive knowledge of clients, markets and the risk/return characteristics of defined asset classes. Prior to the investment of a single dollar, we engage our clients in a comprehensive interview process. It is important that we understand and embrace our clients' goals and priorities first.