How We Help
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 Really Impacts Financial Success – A Reading List
Recognizing flaws in your thinking, making the best decisions and forming good habits are all important in achieving financial success. Here are some great books to help you accomplish those goals.
Attribution Analysis – Assessing Investment Decisions
If you want to improve your investment decisions, you need to quantify the impact of those decisions. That’s where attribution analysis comes in.
How are your Investments Doing – Benchmarking Portfolio Performance
Recently a client asked how his portfolio was doing, and my answer was that he was doing well because the portfolio return over the last decade was above the return target he had established in his financial plan. So, after a decade of work, contributing to retirement...