Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are fee-only financial advisors and fiduciaries to our clients, so we accept no referral fees and sell no commissionable products.

Schedule a Call

Schedule a complimentary introductory call today


Financial Advisors: An Inheritance Investment Case Study

In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep client information confidential, so the account below is...

read more

Invest an Inheritance

As Atlanta financial planners, we work with clients who have received an inheritance. The process of receiving an inheritance is often fraught with emotion – on the one hand, the client has lost a loved one, while on the other, in some instances the inheritance itself...

read more
NAPFA Registered Financial Advisor

Subscribe To Our Newsletter

Join our mailing list to receive articles from us twice a month. We will not share your information and you can unsubscribe at any time.

You have Successfully Subscribed!