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404-353-9536

Terry@impactwealthbuilder.com


IMPACT WealthBuilder, LLC

Gainesville, GA | Hiawassee, GA


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Create Wealth with a Trusted Advisor and Proven Comprehensive Plan- 

Terry A. White, Investment Advisor Representative 

Meet Terry

Terry A. White, Investment Advisor Representative


Terry is the founder and principal agent at IMPACT WealthBuilder, LLC – a Georgia based company focused on helping physicians create wealth and build a lasting financial foundation that aligns with their aspirations. My crusade to help doctors was born as a debt of gratitude. Our granddaughter had open heart surgery at 7 days, followed by 2 more over the next 4 years. Today she is a vibrant miracle thriving at school and life…. Our family is so grateful!

If I can help you transition your life’s work to give you peace of mind that your family will always be taken care of, create the retirement you want, and fund the legacy desired for your children, grandchildren and favorite charities, then I’m tapping into my purpose. This passion is fueled by the gratitude I have for those dedicated to others’ health and well-being.

When I’m not working with clients, I am spending time with my family. My wife is an operating room RN at a Level 1 Trauma Hospital. Our immediate family includes one daughter, five sons, and six grandchildren. For fun, we love spending time at our mountain home overlooking Lake Chatuge. We are avid sports nuts and love pulling for our UGA Bulldogs and Atlanta Braves.

Licenses & Certifications


  • Series 65 Investment Adviser Representative: FINRA – Financial Industry Regulatory Authority, Issued February 2009 Credential ID CRD 5647858
  • Life and Health Insurance License -  Georgia Office of Commissioner of Insurance, Issued June 2009 Credential ID National Producer Number NPN: 1681829

Services: Plans perfect for Physicians


Physicians – What is your current state of financial health? Are your financial vital signs on tract?

The KaiZen Plan for Physicians

Doctor – get 98% of your questions answered with our interactive learning web portal. Estimate your benefits and compare traditional plans like 401(k), SEP IRA, and after-tax brokerage accounts. Use the contact form to request your invitation to ilia (interactive learning information assistant). Using your attained age and contributions (personal contributions for 5 years only), see what your estimated benefits could be.

What some of our Doctors are saying...

I am here to help!

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