Taxes

• Tax Services

Investment

• Investment Management
  Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Financial Architects account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Financial Architects accounts; and, (3) a description of each comparative benchmark/index is available upon request.
• Wealth Management
  We are a fee-only, academically-oriented, registered investment advisory firm providing financial planning and wealth management to private clients in metro-Atlanta and across the United States. While some advisors still sell products or transactions, our “product” is wisdom and our goal is simple – to help our clients achieve and sustain financial success.

Accounting

• Accounting Services

Planning

• Financial Planning
• College Funding