Atlanta, GA Financial Advisors | Trillium Partners

Consulting for retirement plans and organizations.
Managing multigenerational wealth.

Financial advisory services for individuals and institutions

When it comes to your family, your employees or your organization, you have important goals and specific concerns. You need the guidance of an experienced advisor or Institutional Consultant, backed by the resources of a global wealth manager.

Whether you are a wealth management client or an institutional plan sponsor, Trillium Partners operates under the golden rule: your success is our success. The core focus of our team is our clients, and we strive to help them reach their goals.

Our team can address a broad scope of sophisticated financial needs while offering high-touch client service. We draw on our own knowledge and industry designations, as well as the full capabilities of UBS, to design creative strategies that reflect your unique situation.

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Trillium Partners

404-760-3000

855-404-5057

Two Alliance Center
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

About Us

The Origins of Trillium Partners

The history of our team dates back to 1983 when Edward Wile began his career at Kidder Peabody & Co. PaineWebber bought Kidder, Peabody & Co. in 1995 and was then sold to UBS Financial Services Inc. in 2000. Shortly thereafter, Harris Gignilliat and Laura Wellon joined the team between 2000 and 2001.

The Wile Consulting Group team was formalized in 2005 with Edward, Harris and Laura as equity partners. The foundation of our team was built upon trust and relentless dedication to the financial wellbeing of our clients. In 2014 Edward retired from UBS Financial Services. Harris and Laura have both made it a top priority to maintain and enhance the culture, leadership and client centric foundation of the team.

In 2020 the team rebranded itself as Trillium Partners. The Trillium flower is a three-petal wildflower commonly found blooming throughout the Southeastern regions of the United States. We chose the name Trillium Partners to pay tribute to our Georgia roots and represent this new chapter that lays the ground work for a long-lasting legacy. Touching on the three-key feature of the UBS logo, the flower’s tri-petal characteristic symbolizes the three pillars of our business: Institutional Consulting, Wealth Management and Financial Planning/Education.

Trillium Partners has been recognized as industry leaders

PLANADVISER's Top 100 Retirement Plan Advisers (2012 - 2019, 2021)

NAPA's Top Defined Contribution Advisor Teams (2021)

Harris M. Gignilliat
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Barron’s Top Institutional Consultants (2015 – 2020)
Ranked #1 for years 2018, 2019
Forbes Best-In-State Wealth Advisors, Georgia (2019 –2021)
Financial Times “401 Top Retirement Plan Advisers” (2016 – 2020)
NAPA’s Top Retirement Plan Advisors Under 40 (2017)
Barron’s Top 1,200 Financial Advisors (2015)

Laura W. Wellon
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Forbes Top Women Wealth Advisors, Best-In-State (2022)
Forbes Top 200 Women Wealth Advisors (2016 – 2021)
Forbes Best-In-State Wealth Advisors (2019 – 2021)
Working Mother Magazine’s Top Wealth Advisor Moms (2017 – 2021)
Barron’s Top 100 Women Financial Advisors (2015)

Institutional Consulting
Wealth Management
Financial Planning/Education

We offer experienced guidance and consulting for your organization, retirement plan or endowment. Our team draws on the financial strength and robust institutional capabilities of UBS. Together, we’ll work to pursue your goals for your employees and your institution.

“I feel very proud of the fact that we are helping guide families to being financially strong and that multiple generations are benefiting from the advice we provide. I wholeheartedly believe that a unique component of the American Dream is to be financially sound enough to retire with dignity and confidence on your own terms. My purpose is to help the employees we serve fulfill that dream.”

— Harris M. Gignilliat, Senior Vice President–Wealth Management, Senior Institutional Consultant

We are highly skilled and credentialed financial advisors who can connect you with the full resources of UBS, the world’s largest wealth manager. Our team can address a broad scope of sophisticated financial needs while offering high-touch client service. We seek to have a positive impact on the future of your family.

“When a client is going through a transition, whether it’s a divorce, loss of a spouse, selling a business or entering retirement, I want to be there to help. Those are situations where clients can feel vulnerable. There’s a lot of uncertainty. They need a hand to hold each step of the way. It’s rewarding to see fear subside as we work towards taking control of the situation together.”

— Laura W. Wellon, Senior Vice President–Wealth Management

One of the keys to our successful and long-standing client relationships is our commitment to education. We work with younger generations of the family, with retirement plan participants and with investment committee members to help them understand and fulfill their responsibilities.

“Financial planning is more than building an investment portfolio. Planning is listening—it is understanding clients’ core values and purpose, learning who the people are that matter most in their life, identifying major concerns and creating a plan to achieve their life’s vision. Planning is educating—it is helping clients understand asset allocation, financial markets and cash flow needs, coaching through the ups and downs and creating awareness of the emotional challenges one could face in different stages of life. It is the foundation for every client conversation.”

— Justin R. Patteson, Senior Wealth Strategy Associate

Our Clients

At Trillium Partners, we seek to make a positive impact on our clients’ lives. During our decades in the financial advisory business, we have worked with a range of individuals, families and institutions to help them navigate complexity and face the future with confidence. Our clients include:

Institutions

As Institutional Consultants, we help fiduciaries fulfill their responsibilities, adhere to changing regulatory requirements, drive positive outcomes and meet their goals. We advise institutions on their investment policy statement, plan design, governance, investment offerings and participant education.

Associations

We are the preferred providers and work with numerous industry associations. Of these long standing relationships, dental practices represent a core competency of our team. Through these relationships we offer association members access to financial resources and exclusive benefits. We provide assistance with financial planning, qualified retirement plans and wealth management.

Foundations and Endowments

Our Institutional Consultants work with philanthropic institutions to implement sound fiduciary governance, introduce best practices, and design portfolios with the appropriate blend of risk and reward to fulfill their mission.

Small Businesses/Business Owners

Over the years, many successful business owners and entrepreneurs have relied on us to help them build business value. We help clients explore their options for a sale or succession, and provide exit planning consulting before and after the liquidity event using our expertise and financial planning resources.

Executive Women

Women investors face unique challenges relative to men. As a team composed of many executive women, we have personal experience and a relatable perspective used to offer tailored, distinctive advice for our female clients that commonly face juggling family and career, entrepreneurship, longevity and financial engagement. Most executive women do not have the time to manage their financial future and want to partner with someone who can. We are able to create a financial roadmap and portfolios that reflect these realities and seek to position women for lifelong security while helping them oversee their budget.

Ultra-High Net Worth

Earning or inheriting a large lump sum presents exciting opportunities, as well as potential pitfalls. Our team is experienced at generating lifetime income from a sudden windfall while positioning it for continued growth. We facilitate family education in order to successfully pass on wealth from generation to generation.

Divorced and Widowed

When women or men become the sole decision-makers for their wealth, they may wish for additional support, resources and education. Many of our clients turn to us to help them find their footing after becoming suddenly single. We work closely with them, empowering them to shape the future they envision.