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 Atlanta based fee-only financial advisors and we have fiduciary responsibility to our clients, so we accept no referral fees and sell no commissionable products.
When I first considered becoming a financial advisor, I assumed financial analysis would be at the heart of financial planning. A rigorous mathematical framework for a plan and incisive securities analysis would be the tools that would inevitably lead clients to...read more
We got Corabelle after staying at a Bed and Breakfast in Northern Wisconsin where the two sisters that ran the place had Bart. Bart was a Burmese cat that sat on my lap when I read, curled up with us for naps and followed me out the door and through the snow to the...read more
In last week’s post, I walked through a series of questions you should consider when it comes to a new car purchase. If you’re like me, it’s tough to resist the combination of new car smell and the technology bells and whistles that each new model year brings. For...read more