We offer a free, no-pressure conversation to prospective clients with at least $1,000,000 in investable assets. Enjoy this opportunity to ask questions, talk informally about your finances, and get to know us. Our advice is:
- Expert – Our entire team is experienced and credentialled. We have an average of 25 years of experience. Between us we have 3 CFP®s, 3 CFA®, 1 CPA, 1 CIPM®, 1 CIMA® designations*.
- Personalized – We don’t use model portfolios or cookie-cutter solutions. You receive planning and investment advice tailored to your goals, risk tolerance, tax situation, family dynamics and whatever else makes you unique.
- Objective – We are a fee-only independent advisor registered with the SEC. We offer a fiduciary relationship with our clients legally requiring us to put their best interests first.
Headquartered in Atlanta, we serve clients nationally.