The 680 Group Honored as a Top Wealth Management Office by Independent Advisor Alliance

Atlanta-Based Business Recognized for Outstanding Growth, Client-Centered Financial
Strategies, and Commitment to Excellence in Wealth Management

Atlanta, GA, March 13, 2025 – The 680 Group, a leading wealth management office based
in Atlanta, is proud to announce its recognition by Independent Advisor Alliance (IAA) with
inclusion in the prestigious Chairman level status. This distinction highlights a select group of
IAA partners celebrated for their exceptional growth and unwavering commitment to
comprehensive wealth management services. This honor underscores The 680 Group’s
dedication to excellence, integrity, and providing client-focused financial advice.

“We are truly honored to be recognized by IAA as part of their Chairman level status. This
achievement reflects our commitment to delivering personalized financial guidance that
supports our clients’ unique goals,” said Cosmo Boyd, Managing Partner of The 680 Group.
“We are deeply grateful for the trust and support of our clients, which has been instrumental to
our success.”

Robert Russo, Founder and CEO of Independent Advisor Alliance, congratulated The 680
Group on their accomplishments. “On behalf of IAA, I extend my heartfelt congratulations to The
680 Group. By leveraging our industry-leading resources and tailored support services, The 680
Group exemplifies the gold standard of client-first financial guidance.”

With IAA’s robust suite of tools, services, and operational support, The 680 Group continues to
strengthen client relationships while delivering customized solutions that help clients achieve
their financial aspirations.

About The 680 Group
With its beginnings in 1978 in Atlanta, GA, The 680 Group is a premier wealth management
office committed to delivering personalized, comprehensive financial services. With a focus on
building long-term relationships, The 680 Group helps clients achieve their financial goals
through a combination of strategic investment planning, tax optimization, retirement planning,
and estate management. The firm’s client-first approach, grounded in integrity and
transparency, has earned it a reputation for excellence in the financial services industry. For
more information, visit www.the680group.com.

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