Planning for generations in the Southeast
Wealth management and financial planning for families and business owners across four states, since 1987.
or call toll-free (800) 366-0839
Our approach
We are a firm of people helping people. Every plan starts with one clear picture of everything you own, owe and hope for.
From there we help you organize, protect and plan for it, in a relationship measured in decades rather than transactions.
Services
How we work
Five meetings, one plan
An introduction, our observations, our recommendations, putting the plan in place, then regular service meetings. There is no minimum asset level.
See how we workFour offices, four states
From our Atlanta headquarters to Brentwood, Birmingham and Greenville, with branch offices in communities across Georgia, Alabama, Tennessee and South Carolina, there is an advisor close enough to sit down with you.
-
Atlanta
Headquarters · Georgia
5600 Glenridge Dr,
Suite 600 East,
Atlanta, GA 30342 -
Brentwood
Nashville area · Tennessee
101 Westpark Drive,
Suite 310,
Brentwood, TN 37027 -
Birmingham
Alabama
3500 Blue Lake Drive,
Suite 220,
Birmingham, AL 35243 -
Greenville
South Carolina
220 North Main Street,
Suite 500,
Greenville, SC 29601
or call toll-free (800) 366-0839
For the people who built a business
A business is often an owner's largest asset and a family's livelihood. We help owners understand what it is worth, protect it, plan their own retirement and prepare for the day they hand it on.
Planning for business ownersWhat we plan for with owners
Practices built around a profession
Some careers come with their own financial questions. Alongside our planning for families and business owners, dedicated teams focus on three professions.
-
Medical professionals
Physicians and practice owners, from residency to retirement, including protection for the income a long training made possible.
-
Optical professionals
Optometrists and optical practice owners who want to protect the practice and plan its cash flow with care.
-
Independent auto dealers
A team of financial professionals, tax specialists and estate-planning attorneys who focus on dealers, the dealership and the family behind it.
Questions people ask first
Is there a minimum amount I need to get started?
No. There is no minimum asset level. People come to us at the start of a career, in the busy middle years and when retirement or the sale of a business comes into view.
How is my advisor paid?
It depends on the services you use. Your advisor explains how they are compensated in your first conversations, before you decide anything.
How often will we meet?
As often as your plan needs. Many clients meet with their advisor once or twice a year, and more often when life changes.
What happens in the first meeting?
The first of our five meetings is an introduction: a conversation about where you are today, what you want for the people who matter to you and the questions on your mind.
Start where you are
Whether you are organizing a first plan, protecting a growing family or thinking about the next owner of your business, the first step is a conversation.
or call toll-free (800) 366-0839