Bryan Kiss CFP®

Senior Advisor / Trusts & Estates Lead
678-690-8509

Bryan Kiss is a Certified Financial Planner with over 25 years of experience helping high-net-worth individuals and families navigate the complexities of wealth management.  He previously served as an Investment Manager at Truist Bank and Bank of America where he developed a deep expertise in managing sophisticated client portfolios.  

Bryan works with clients on comprehensive financial planning with a growing emphasis on legacy and estate planning coordination. He helps families think through how wealth decisions today can better support long-term stewardship, family goals, and multigenerational outcomes.

Based in Atlanta, Bryan expands Helium’s reach while supporting clients nationally. His approach is rooted in building genuine, long-term relationships. He takes the time to understand each client’s unique goals and circumstances, delivering thoughtful, personalized strategies that stand the test of time. Bryan is married and the proud father of one.