Who We Are

We are a fee-based personal wealth management firm with over 35 years of extensive knowledge and experience. We are registered investment advisor representatives and act as fiduciaries, always putting our clients' best interests first. Our goal is to provide objective and unbiased financial advice to simplify our clients' lives and help them towards achieving their goals. Our team is based in Atlanta, GA, but we also have offices in other locations across the state. We pride ourselves on our small-town feel and warmth, while still serving clients all over the country. We believe in building strong relationships with our clients and being active members of our communities. Let our experienced advisors create a personalized financial plan for you, no matter where you are in your journey.

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