01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to help reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Our Team

LPL Registered Representative
Born in Richmond, VA., Mike attended the University of Georgia graduating with a BA in Risk Management and Insurance in...

LPL Registered Sales Assistant
Born in Atlanta, GA., Jamie attended Auburn University graduating with a BA in Business Administration in 1994. Jamie...

Client Services Specialist
Raised in Atlanta, Georgia, Laura Bingham attended the University of Georgia graduating with a BA in Business...

LPL Registered Representative
Born in Thomasville, GA., Bubba attended the University of Georgia where he played and lettered in varsity football. He...