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 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.

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A Framework for Helping Parents with Finances

Stepping in and helping parents with finances can be a challenge. In some instances, the parent needing the help may have managed finances for decades and be reluctant to accept help. At the opposite end of the spectrum, the parent may be a recent widow or widower who...

You Need a Financial Platform – Not Just a Plan or Advice

The financial services industry has evolved over the years. For decades, nearly everyone who worked in the industry was a stock broker and the job was to sell stock. Ideally, the stocks went up more than other stocks, but if they didn’t, successful brokers always had...

Protecting Yourself After the Equifax Breach

At this point, I’m fairly sure that if a hacker doesn’t have my personal information, it’s because they just don’t want it. The Equifax breach was the largest ever, and it was preceded by a Blue Cross/Blue Shield breach in which I know my information was taken. I’m...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS