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