General Info

Focus on the things most important in your life, now and in the future.Since 2000, our financial advisors in Atlanta have been helping people focus on the things that are most important in their lives, now and in the future. We help clients define their freedom and then help them design a path to get them there.Our professionalism, dedicated service and objectivity set us apart from other financial advisors in Atlanta. We take a holistic approach to wealth management and bring personal fulfillment and a lasting legacy to our clients through comprehensive wealth, estate, tax, charitable gifting, and investment planning strategies.Were active in the Atlanta community, from hosting career day events to sponsoring annual fundraisers for charities we hold dear to our hearts. Were a family and we strive to make everyone who walks through our door feel welcome.