The Funkhouser Group of Truist Investment Services, Inc. The Funkhouser Group of Truist Investment Services, Inc.

The Funkhouser Group of Truist Investment Services, Inc.

3630 Peachtree Road NE

Suite 250,

Atlanta, GA 30326-1030

TheFunkhouserGroup@truist.com

Phone 404-813-8422

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Who we are

The Funkhouser Group of Truist Investment Services, Inc. is an advisory practice providing integrated investment strategies and personalized wealth management for corporate executives, affluent individuals, equity partner attorneys and their families. 

We understand that productive relationships require a range of skills and knowledge and have assembled a well-rounded team of professionals committed to our client’s financial success. Each team member focuses on a specific piece of the relationship management process, allowing us to provide a prompt and thorough response to our client’s needs. This ultimately saves time and allows our clients to focus on the things that matter most to them in life. 
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Kristofer Funkhouser
Kristofer Funkhouser, CFP®, CPWA®
Financial Advisor
Senior Managing Director
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Vy Pham
Vy Pham
Financial Advisor
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Matthew Reed
Matthew Reed, CFP®
Financial Consultant
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Jonathan Miles
Jonathan Miles
Registered Client Service Associate
Cardell Porter
Cardell Porter
Registered Client Service Associate
Daria Turner
Daria Turner
Client Service Associate
Productive wealth management requires a disciplined process and a long-term perspective. Our client-centered solutions are grounded in the financial planning process, which helps clarify and quantify goals while providing insight for the steps needed to pursue them. This approach allows us to identify opportunities that may enhance our clients' long-term financial well-being. The core focus is pursuit of an appropriate rate of return while managing risk and maintaining tax efficiency*. We do this by designing an investment strategy that incorporates an appropriate blend of equities, fixed income, alternative investments, and cash or cash equivalents. Throughout the relationship, we work closely with our clients to monitor their evolving financial needs while helping them stay focused on their long-term goals. 

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Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
10/15/2026
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10/15/2026
Economic commentary – October 15, 2026

Economic Commentary Crude oil remains the dominant force

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
10/15/2026
Article
10/15/2026
Economic commentary – October 15, 2026

Market Pulse Market Pulse – October 12, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week highlight what we're watching and important news ahead.
10/12/2026
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10/12/2026
Market Pulse – October 12, 2026

Market Pulse Market Pulse – October 12, 2026

Market views heading into the week highlight what we're watching and important news ahead.
10/12/2026
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Market Pulse – October 12, 2026

Economic Data Tracker State-level fuel tax rollbacks helping a little bit

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of October 9, 2026 .
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Economic Data Tracker State-level fuel tax rollbacks helping a little bit

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
10/09/2026
Article
10/09/2026
Economic Data Tracker – Week 41
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