Who We Are
We are a Registered Investment Advisory firm and fee-only financial advisor. While we serve the greater Atlanta area from our office in Decatur, Georgia, we actually work with clients all over the United States. As your fiduciary, we are dedicated to putting your interest first—always.
Who We Work With
We help clients focus on what they can control and prepare for what they cannot, including retirement planning, retirement planning, wealth management, and investment management. We have special expertise working with:
Our mission is to help you make informed decisions about your money. The ideas for our posts come from client questions as well as common financial situations and issues we have encountered over the years.
For years, investor advocates have pushed for a uniform fiduciary standard but were fiercely opposed by Wall Street. Regulation BI is Wall Street’s answer, but will it help investors?
Many years ago, my wife, 6 year old cat and I made the move from Chicago to St Simons. It was a long journey - over 1,000 miles of driving - and we were exhausted when we finally made it to St Simons. After two days of driving, we had a yin for frozen yogurt, so we...
Retirement is a process – here are some key dates you should know