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Inspiring Your Financial Journey

Preparing for the Adventure

Sunodia means “journey together with others.” At Sunodia Capital Management, we work alongside you to help guide, manage, and execute financial strategies that support your journey. Regardless of wealth, we know that everyone has 24 hours each day. We work collaboratively to help you gain the financial freedom to spend your time as you wish. We deliver high-touch concierge service supported by an approachable and dependable team attuned to your best interests, ensuring the integrity of your financial path.

Our Services

Sunodia Capital Management offers comprehensive financial services. Our team of professionals will help you create a well-thought-out strategy to help you address your financial needs and concerns.

  • Portfolio Construction and Proactive Ongoing Investment Advice
  • Analysis of Existing investments and annuities
  • Strategic Asset Allocation
  • Trust Management
  • Tax-efficiency and tax loss harvesting
  • Low-cost investments
  • Asset Placement
  • Cash Flow Projections and income distribution planning
  • 401k/403b Analysis & Ongoing Recommendations
  • Retirement Planning (i.e. “What If” Scenarios)
  • Tax Efficient Ways To Access Retirement and investment funds
  • IRA Required Minimum Distribution (RMD) calculations and planning
  • Tax Planning
  • Financial Organization and Net Worth Analysis & Projections
  • Proactive Tax Planning & Monitoring
  • Coordination of Tax & Investment Planning
  • Education Plan Recommendations / 529 Plans
  • Roth IRA conversions strategies
  • Qualified Charitable Distribution (QCD) planning
  • Long Term Care and Life Insurance needs and policy analysis
  • Trust & Estate Planning
  • Family Gifting Strategies & Projections
  • Charitable Gifting Strategies & Analysis
  • Business Succession Planning
  • Risk Management & Insurance Planning

Planning for What Really Matters

“And, then what?” This is our favorite question to ask clients. The conversation with a new client usually starts with numbers, money, and planning for retirement. At Sunodia Capital Management, part of our role is to broaden the discussion and challenge our clients to think bigger. Each client’s financial journey is different, but the motivation behind the journey is usually quite similar – spending more time doing things that matter with and for the people who matter. Our team will help you get there.

Meet The Team

Wealth Advisor

Michael Masters, CFP®, CIMA®, CRPC®

Mike is a seasoned financial advisor and business professional with more than three decades of experience.  He founded Sunodia Capital Management in 2023 to provide hands-on financial guidance for busy professionals and their families.

Mike has a bachelor’s degree in industrial engineering from Georgia Tech and an MBA from Georgia State University.  He worked for The Coca-Cola Company for 20 years, starting as a summer intern in 1985, leading to an extensive international business career.  This experience taught him the value of a disciplined approach and a customized solution for the unique needs of each situation.  It also taught him the importance of having a dependable financial advisor.  Mike relied heavily on his financial advisor during this stage in his career, which involved frequent international travel and a demanding work schedule.

In 2005, Mike joined Merrill Lynch as a Financial Advisor, bringing a unique business perspective to the role.  Over eight years, he rose to Vice President, Wealth Management Advisor.  This was possible due to the trust and confidence of his clients, to whom he is forever grateful.  In 2013, Praxis Financial Partners was created to serve clients better and independently control the planning process and the experience.

Mike is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a CIMA® professional specializing in investment management consulting, and a Chartered Retirement Planning Counselor® (CRPC®).  In addition, he is Series 7 and 66 registered and holds insurance licenses for life/health and variable products.

He lives in Peachtree Corners with his twin daughters and three rescued dogs.  They enjoy active outdoor activities, traveling, and spending time together.

(C) 470.299.2534
(E) mike@sunodiacapital.com

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

Resource Partners

Get In Touch

Do you have questions for Sunodia Capital Management and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.