We are an Atlanta based Registered Investment Advisor focusing on fee-based Investment Management and Retirement Income Planning. We are a team committed to serving our clients’ best interest. As an independent, privately-owned Registered Investment Advisor (RIA), we are not dependent on a large brokerage house or sales organization for investment decisions. This allows our team of CERTIFIED FINANCIAL PLANNERS™ to work in a fiduciary capacity, putting our clients’ interests before our own. Our passion and our structure are devoted to our clients’ financial success.


  • We choose simplicity over complexity

  • We invest by looking forward, not backwards

  • We focus long-term instead of short-term

  • We always put our clients’ interest above our own