Home | Xception Advisory Group

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.

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What We Do

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

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Comprehensive Solutions

Business · Wealth · Taxes · Income

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

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Active Entrepreneurs

Growing · Successful · Seasoned

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Retired/Transitioning Entrepreneurs

Accomplished · Liquidity Event · Sunsets

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Aspiring Entrepreneurs

Beginning · Transitioning · Start up

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Process

Diligence · Discovery · Design

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Client Services

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

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M. Patrick Callahan, JD

Wealth Management Advisor

(404) 524-7900

pcallahan@xceptionadvisorygroup.com

Kerry Ward

Financial Planning Associate

(404) 524-7900

kerry@xceptionadvisorygroup.com

Wendy Huang

Financial Operations Manager

(404) 524-7900

wendy@xceptionadvisorygroup.com