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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New Tax Bill: Will the Tax Code Changes Save You Money?

If you’ve followed the news about the new tax bill, you may have noticed that in an attempt to answer the question “Will it save me money?” writers are resorting to offering a varied group of hypothetical tax payers. The reason for this is that the bill changed a...

The Most Important Thing: A Great Investing Book for the Holidays

If you study something intently enough, your views will evolve and investing is no exception. After college, I read a number of books on investing from authors like Peter Lynch, Joel Greenblatt and Burton Malkiel. All were useful, but the book that made the biggest...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS