About Pierre
Pierre Sorée, CFP® - Founder and Financial Advisor
Hi! I am incredibly grateful to have the opportunity to help people I care about to realize life goals and to provide them with financial planning peace of mind.
My journey to Inman Park Wealth Management is not typical, but it provides clients with a partner who better understands them. I have lived the corporate life (16+ years at IBM) including the moves, the international assignments, the compensation plans, the benefits (RSUs, 401(k) plans). My wife, Meredith, and I have shared juggling of dual careers and family, while saving for our education goals for our sons, Jake and Nico, and for our financial freedom.
Deciding to change careers 10+ years ago to become a Financial Planner energized me. I was able to channel my past work and life experiences together with the education and experience required to become a CFP® professional. After being a financial planner and advisor for 8+ years at two Atlanta area fee only, small (in number of employees) wealth management firms, I founded Inman Park Wealth Management (IPWM) in 2026. I love to collaborate with families to help them with their financial planning and to create long-term meaningful relationships. I look forward to many years of being a trusted partner to IPWM clients.
Personal Side
Meredith and I live in the Inman Park area of Atlanta with our Bernese Mountain Dog, Harper.
Meredith and I try to maximize creating memories with our twin boys, Jake and Nico, our family and our friends. We love to travel, both domestically and internationally. In fact, the pictures from this website (besides the couple “mandatory” professional pictures of me) are our personal pictures from our global travels.
I also enjoy golfing, kayaking, hiking, pickleball, swimming, running and biking (and also watching sports, particularly football). Sometimes, I set and accomplish bold goals: I have completed two Ironman distance triathlons, and other challenges.