We believe in simplifying the complex.
Who We Are
Independent, locally owned investment management and wealth planning firm.
Since 2004, located in Carrollton, Georgia, we have been offering financial planning strategies and investment management services to a group of high net-worth individuals, families and small business owners.
As a fee-based financial firm, our advisors take into account your entire financial circumstances, making holistic wealth planning and investment management services even more important on our mission to do what’s best for you.
Your Financial House™
Your financial plan is your blueprint for your future
Experience the Difference
We believe in investing differently
We offer a process-driven, fee-only approach to money management.
Our investment strategy is designed to MEASURE, MANAGE and POTENTIALLY MITIGATE RISK. Most importantly, it adopts to economic and market changes, which strives to keep your portfolio from being stuck in one spot while the world moves on and leaves you behind.
Fee Based
Straightforward fees
About Us
Our Partnership with LPL Financial
Since 2004, our firm has been locally owned and partnered with LPL Financial.
By offering securities through LPL (member FINRA/SIPC), we’re independent wealth consultants, objective about financial products. In other words, we’re free to make recommendations based on what we believe will do the best to achieve your individual financial objectives. We don’t make our recommendations based on what a parent company thinks “everyone” should have in their portfolios.
Insights
Government Shutdown Preview
Every month, there are plenty of things to talk about regarding the markets. This month, however, I want to give you a quick preview of
Breaking Down Socially Responsible Investing
Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical
Outlook 2022: Passing the Baton
LPL Financial Chief Market Strategist Ryan Detrick discusses Outlook 2022: Passing the Baton. Tracking #: # 1-05220495RES-961104-1121
Why don't we have a conversation?
Office Hours
Mon – Thurs: 8:30 AM – 4:30 PM
Fri: 8:30 AM – 4 PM
Phone & Fax
