Broker Check
(404) 524-7900
info@xceptionadvisorygroup.com
Client Login

Who We Are

Xception Advisory Group (XAG) is a unique financial advisory company singularly focused on entrepreneurs and their unique needs. We are not your average advisors, and you are not the average client.

Learn More

What We Do

Our team is composed of highly specialized experts and strategic partners, 3rd party wealth managers, and consultants.

Learn More

Comprehensive Solutions

Business · Wealth · Taxes · Income

Our team provides comprehensive solutions that help to ensure continued success and growth for you and your business.

Learn More
Active Entrepreneurs

Active Entrepreneurs

Growing · Successful · Seasoned

Learn more
Retired/Transitioning Entrepreneurs

Retired/Transitioning Entrepreneurs

Accomplished · Liquidity Event · Sunsets

Learn more
Aspiring Entrepreneurs

Aspiring Entrepreneurs

Beginning · Transitioning · Start up

Learn more
Process

Process

Diligence · Discovery · Design

Learn more
Client Services

Client Services

We provide a wide range of services that are specially designed to be valuable to entrepreneurs in every stage of business ownership.

Learn more
M. Patrick Callahan

M. Patrick Callahan, JD

Wealth Management Advisor

(404) 524-7900

Kerry Ward

Kerry Ward

Financial Planning Associate

(404) 524-7900