How We Help
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:
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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.
The TSP Goes to China – An Emerging Markets Option?
If you follow your investments closely in the Thrift Savings Plan, you’ve probably read about the controversy surrounding the TSP and China. One of the few issues with the TSP has been the lack of an investment option that includes emerging markets. Those are broadly...
Managing Portfolios – How We’re Thinking About this Downturn
Years ago, before I became a financial advisor, I had a job that required me to fly a lot. I’d routinely log a few hundred thousand air miles a year, and somewhere along the way I developed a fear of flying. I cast about looking for ways to alleviate that fear, and I...
Fee-Only Financial Advisor: Why it Matters
If you are a long-time Clark Howard listener or you’re familiar with NAPFA, you likely understand the advantages of working with a fee-only financial advisor. However, if you’re early in your search for an advisor or aren’t really sure how advisors are compensated and...
