General Info

Since 1998, we have helped individuals and business owners in Central Georgia find the confidence that comes with carefully designed financial plans. Our job is to help you, our clients, achieve your investment goals, so you can be more secure for the future. Whether your first priority is planning for retirement, exit planning for your business, managing a 401(k)-pension plan or creating a tax-efficient estate plan, we can help organize your financial life. Our team combines local expertise with the strength of a national firm to guide your financial journey. Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust services Serving over 250+ households with over $490 million in assets under management We are fiduciaries. Your interests come first.