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Miriam C. Falaki

CFP®

Financial Advisor / Member Owner

404-237-8881

Overview

Miriam Falaki serves as a financial advisor in Savant’s Atlanta, Georgia, office. As a CERTIFIED FINANCIAL PLANNER® professional, she helps individuals and families navigate comprehensive financial planning, including wealth transfer strategies, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Miriam entered the financial services industry in 2012. She served as a wealth advisor at Capital Directions until it joined Savant in 2023, and she worked as a senior financial advisor and assistant vice president for a national brokerage firm.

In 2026, InvestmentNews recognized Miriam as one of the Best Financial Planners in the United States, naming her to its 2026 5-Star Financial Planners list1. AdvisorHub also named Miriam to its 2026 “250 Advisors to Watch” RIA ranking, earning her the No. 26 spot in the ranking2.

A first-generation American from Morocco, Miriam brings a global perspective shaped by extensive personal and professional travel. She speaks Arabic, French, and Spanish. She serves on the board of directors for the Rotary Club of Buckhead and The Sandwich Project.

Miriam earned a bachelor’s degree in French with a minor in international business from Georgia State University in Atlanta. She also completed the Cultivating Hispanic Leaders Institute program through the J.W. Fanning Institute for Leadership Development at the University of Georgia.

In her free time, Miriam enjoys volunteering throughout the community, traveling, and participating in local 5K runs. She and her husband, Rodrigo, live in Dunwoody, Georgia, with their two daughters.

Areas of Focus

Miriam’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • Georgia State University
    Bachelor of Arts in French with a minor in International Business
  • University of Georgia, J.W. Fanning Institute for Leadership Development
    Cultivating Hispanic Leaders Institute

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • Rotary Club of Buckhead – board member
  • The Sandwich Project – board member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Atlanta office.

Atlanta

400 Northridge Road
Suite 350 Atlanta, GA 30350
t. 404-237-8881

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

1 2026 InvestmentNews 5 Star Financial Planners: InvestmentNews’ 5 Star Financial Planners were selected through a nationwide, nomination-based survey between November 3 and 28, 2025. Nominations were reviewed and benchmarked by the InvestmentNews editorial team, resulting in 80 honorees selected from 231 nominations. Savant did not pay a fee to participate. More information about the award methodology can be found here: ow.ly/h2AC30sVjmp

2 2026 AdvisorHub 250 Advisors to Watch: RIAs: This rating was published in June 2026 and was based on data from 12/31/24 to 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.
Methodology: https://www.advisorhub.com/resources/2026-advisors-to-watch/

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