General Info

We are one of the rare, truly independent financial planning firms in the country, and the only firm in the greater Athens area offering investment management and comprehensive financial planning services from a team of CERTIFIED FINANCIAL PLANNER™ professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions). As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management. Our mission is to optimize the goal attainment and financial life plans of our clients.