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.
Buy a Home Now or Wait for a Recession?
If you’re in the market for a home, you may be tempted to wait for prices to drop. Given how low interest rates are currently, that might be a mistake.
Regulation BI – Fiduciary Advisor Lite or Worse?
For years, investor advocates have pushed for a uniform fiduciary standard and many investors are aware of the importance of working with a fiduciary advisor. But a uniform fiduciary standard was fiercely opposed by Wall Street. Regulation BI is Wall Street’s answer, but will it help investors?
Don’t Buy Pork at a Nail Salon or a Brief Lesson in Knowing What You Need
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...
