We are a registered investment advisory firm providing financial planning and wealth management services to private clients in metro-Atlanta, across the United States, and even internationally. While some advisors still sell products or transactions, we provide wisdom. Our goal is simple – to help our clients achieve and sustain financial success.
Our focus is working with a limited number of clients in a long-term relationship – understanding and clarifying your goals, creating a financial plan, and managing your investment portfolio. With this personal attention, we can properly assist you in building your financial future and reaching your goals.
We are currently accepting new clients and look forward to exploring whether our approach and philosophy might be right for you.
We look forward to adding you to our current group of great clients.
Wealth Management
Financial Planning
We help you by:
- Managing your investments.
- Reviewing your taxes, retirement and estate plans, insurance coverage, etc.
- Working with your CPA, attorney, insurance agent, or other appropriate professionals to address any
weaknesses uncovered in the review.
Investment Management
In our financial planning and investment management we use a process similar to that of an architect. As Financial Architects, we:
- Identify and clarify your goals.
- Create a plan – a Financial Blueprint – for achieving those goals.
- Monitor, update, and make changes to the original Financial Blueprint to remain in accordance with your goals.