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Our mission is to work with you to identify a prudent path to your goals while providing financial planning and investment management solutions to reach those goals. We partner with you every step of the way as you work to achieve your financial goals.
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.
What Investment Diversification Really Means
In my experience, nearly every investor knows that having a diversified portfolio is something they should do. Diversification, investors understand, helps reduce risk. But there is less knowledge around what diversification actually means. I’ve heard investors say...
What to Do About Rising Long Term Care Premiums
One of the more common questions I’ve gotten from clients over the past few years is whether or not they should maintain their long-term care coverage. The question isn’t surprising, both because carriers have increased premiums on some legacy policies substantially...
Thinking About Risk
When it comes to our own personal financial plans, we tend to think of risk as a bad thing. You avoid things that are risky, and the safer a plan is, the better. But risk is foundational to finance. Risk is a key driver of interest rates and investment returns and...