What We Do

Barry Spencer and Scott Noble are the creators of The Wealth With No Regrets® Planning process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom tailored financial plan, income plan, tax plan, legacy plan and legal plan.

As registered investment advisors of Boomfish Wealth Group, LLC (the company they founded together in 2010, that began coming together years before), we act in the best interests of our clients as fiduciaries for the clients we get the opportunity to serve.

We share a common belief that for most individuals, couples, and families with retirement savings of a half-a-million dollars or more, that there is a way to live more financially confident, with greater peace of mind, while also enjoying the financial freedom desired.

While someone only retires once, we design custom tailored retirements every day, and then keep those plans on track throughout retirement.

Why We Do It

As clients of the industry for years, Scott and Barry concluded that the industry is broken because it continually trains advisors the same way over and over again, while the clients they serve desire a different experience and result.

The industry is filled with advisors at big banks, national brokerage houses, and independent firms who are, for the most part, selling a financial product, pushing a portfolio, and jumping to solutions way too fast with no financial, investment, tax, and distribution plan.

This can lead many to wonder what they’ve done, and if everything will work out as they hoped. The Wealth With No Regrets® planning process was created to give the control back to the client.

How We Do It Vision → Opportunities → Plan → Retire Abundantly

Our Wealth With No Regrets® planning process guides people step-by-step through the decision-making process about their retirement preparations and retirement. We are guided by our process and the desires and concerns of each client.

Once a custom-tailored designed plan is in place, we use the best that the financial industry has to offer for income generation, investing, tax minimization, and the like. We are licensed to provide advice and source financial solutions related to investments, wealth management, life insurance, annuities, long-term care, Medicare, tax minimization, and more.

Providing an independent perspective that is integrated and personalized is essential to our service and it is not product-driven, or one-size-fits-all solution-oriented.

Kevin Harrington, an original “shark” on the Emmy-Award-Winning TV show “Shark Tank” and pioneer of As Seen On TV, interviews Barry Spencer and Scott Noble.

James Malinchak, featured on ABC-TV’s hit show “Secret Millionaire,” where he personally gave away $100,000 in a week, interviews Barry Spencer.

Meet the Team

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Learn more about Barry H. Spencer

Barry H. Spencer


Barry H. Spencer is a nationally recognized financial educator, author, speaker, industry thought-leader and philanthropic estate and retirement income planning specialist whom you may have seen on or in Forbes, Kiplinger, Worth, affiliates of ABC, CBS and NBC, and interviewed by an original “Shark” on the Emmy-Award-Winning TV show “Shark Tank,” Kevin Harrington, and by James Malinchak, who was featured on ABC-TV’s hit show “Secret Millionaire.” His latest books include “The Secret of Wealth With No Regrets,” “Giving Transforms You,” “The Serving Leader” and “Retire Abundantly.” Barry’s presentations at industry events have benefited attorneys, accountants, financial advisors and philanthropic professionals, and his presentations include lessons and stories from competing as a four-time Ironman and elite triathlete. He and his wife, Lori, and their two children and dog Scout live in Alpharetta, Georgia.

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Learn more about Scott M. Noble, CPA/PFS

Scott Noble, CPA


Scott M. Noble, CPA/PFS, is a nationally recognized professional education instructor, author and tax reduction estate and retirement income planning specialist who is a CPA with Personal Financial Specialist Credentials (PFS) — an exam and real-world experience certification for providing extensive tax, estate, retirement, risk management and investment planning advice to individuals, families, executives and business owners. He is a sought-after educator among his peers in the financial and estate-planning industry, giving presentations on financially sound methods for a more predictable and tax-efficient estate and retirement. His background as an auditor of billion-dollar businesses, controller and CFO provide real-world experience in business, tax, finance and discovering often-time overlooked savings and planning opportunities. He and his wife, Denise, and their three daughters, along with dog Henry, live in Alpharetta, Georgia.

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Learn more about Travis Raish, CFA, MBA

Travis Raish, CFA, MBA

Travis Raish, CFA, MBA, is a financial educator, academic professor, author, industry thought-leader, equity analyst, investor, and portfolio manager with over 25 years of experience managing money in mutual funds and individual client accounts. His experience of building mutual funds and work with individual clients has shaped his discipline and conviction of owning quality businesses in an appropriately diversified equity portfolio. He maintains a patient, long-term perspective as an equity investor. Travis lives with his wife and two adopted children in Cumming, Georgia where they attend St. Brendan’s Catholic Church.

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Learn more about Andrea Soule, CTFA, CRSP

Andrea Soule, CTFA, CRSP

Andrea Soule, CTFA, CRSP, is a Financial Advisor responsible for advising clients and working closely with clients during the financial planning and implementation process. Andrea brings a background as a financial planning analyst and client advocate who focuses on each client’s unique situation and delivering financial and planning solutions. Her more than 20 years of experience in financial services, including banking, trust & estate services, and the retirement planning industry has led her to focus financial planning and creating and implementing sound analytical planning solutions. She and her husband, Aaron, and their three children live in Alpharetta, Georgia.

 
 
 
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Learn more about Teresa Rodriguez, AAMS

Teresa Rodriguez

Teresa Rodriguez, AAMS, is a Financial Planner responsible for gathering information on a prospective client’s current situation in order for the Wealth With No Regrets® team to identify the gaps, dangers, and opportunities they might have to live a more abundant retirement and future. Teresa brings a history of financial planning, analysis and real world experience, and a desire to focus on a client’s unique situation so that custom tailored solutions can be unitized in the client’s best interest. Her more than 20 years of experience in financial services, including time at some of the nation's largest firms that have included Merrill Lynch, Raymond James, and JP Morgan, has led her to focus on financial planning that puts the client first, and provides intellectually sound analytical planning solutions. She lives in Alpharetta, Georgia.

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Kathy Leland

Kathy Leland, is the Director of Communications, who is a passionate advocate for clients to plan for their future early and hire a financial advisor who specializes in planning to the wants, needs, and desired outcomes for the individual or family. She focuses on messaging that connects with prospective clients that want a better future, so they can make sound decisions that are in their best interests. Her background and experience are in creative design, marketing, and client service. She and her two boys live in Cumming, Georgia.

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Learn more about Katie Thurman

Katie Thurman

Katie Thurman, is a Financial Planning Assistant with over 10 years of experience serving clients in the implementation of their retirement financial planning. Her years in the financial services industry have made her passionate about serving clients with solutions that meet their needs, so they can live a rewarding and more confident retirement. Katie is process-driven, organized, and efficient in the execution of client strategies that help clients achieve their desired outcomes. She and her husband, Brandon, and their son live in Cumming, Georgia.

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Learn more about Katelyn Andrews

Katelyn Andrews

Katelyn Andrews, Executive Assistant, is passionate about handling all the details and logistics for connecting potential clients to Wealth With No Regrets® for integrated planning so they can enjoy a better and more confident retirement. She focuses on putting on world-class events and delivering an engaging experience online and in the office. She has a servant’s heart with a desire is to deliver “wow” when people meet us in-person and online. She and her husband and daughter live in Cumming, Georgia.

Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email Barry@WealthWithNoRegrets.com or call (678) 278-9632.

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