Working with a trusted team of certified financial planner professionals leads to less stress, more time, and higher lifetime returns.
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Do you want to spend less time thinking about money and more time focused on what matters most to you? Is your financial situation becoming more complex? Are you missing out on the optimal investment growth strategies or tax savings opportunities?
We're here to help. Each client works with a team of financial advisors to fully customize their financial plan.
The first step is booking a discovery call or scheduling an in-person or Zoom meeting. Don't worry – it's quick, easy, and there's no cost to the consultation. We'll use this time to learn more about your goals, explain our services and process, and answer any questions you have about working with our team.
We help individuals, families, and businesses who want to protect, grow, and enjoy their hard-earned savings while spending less time worrying about money.
Our clients come from diverse backgrounds and include university professors and administrators, medical professionals, entrepreneurs, and business executives.
We focus on lifelong, comprehensive wealth management for both young professionals and retirees. We have an unparalleled team of experts to be able to fully optimize even the most complex financial households.
Unlike most other firms, every client benefits from working with a team of financial advisors.
We believe financial planning is a personal and lifelong process, not a one-time event. Our advisory team is here to help you reach future goals while also living life more abundantly today.
We leave no stone unturned, and our plans are tailored to you. That’s why we work together throughout the planning process and follow a detailed set of steps along the way.
We chat over coffee (or Zoom) regarding your needs and situation, while providing an overview of our process and services. And, along the way, we want you to ask as many questions as you have so you can feel confident as we move forward together.
Step 1
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We develop and share investment opportunities to improve your financial plan and portfolio. We’ll walk you through the recommendations, so you can envision your future as our team gets to work planning for it.
Step 2
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We present you with a tax-optimized cash flow and retirement plan, often outlining multiple scenarios so you can make the best decisions for you. Other areas of focus include education planning, short-term cash needs, net worth protection, and legacy planning.
Step 3
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We sort through the noise for you and help you check the boxes on only the things you really need to do for your personal financial planning process. We provide a summary of the action items needed to implement recommendations, both previously presented and new.
Step 4
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Once your initial plan is complete, we’ll go to work monitoring it all. And, as life changes, we’ll be there for you to make any adjustments.
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We know that choosing a financial planning team is an important life decision. As you navigate that process, here are a few helpful details about our firm.
If you have additional questions, book a free discovery call with our team.
We are a fee-only financial planning firm. We do not accept commissions from other companies; this minimizes conflicts of interest.
As a truly independent firm serving as your legal fiduciary at all times, our only income comes from you and our other clients (as opposed to coming from investment and insurance companies when recommending their products). Our fees are generally 1% or less of your long-term investment portfolio value that we are monitoring on a day-to-day basis.
Our team's depth of education and experience allows us to offer a broader range of services with a high level of sophistication.
If you become an ongoing client of our firm, the annual fee ranges from .25% to 1% of investable assets under our management. We meet with you as much as needed to ensure your financial life plan is fully optimized!
Our fee structure is designed to be lower than the industry average, particularly when considering that all comprehensive financial planning services are included in this fee.
If you simply require a one-time consultation, we also are happy provide advice for an hourly fee.
Our management fee includes all ongoing, comprehensive financial planning and investment management services. There are no hidden or incremental fees at our firm. All clients receive the same level of personalized, comprehensive, and responsive service.
We don't require a minimum portfolio size, as we believe everyone should have access to unbiased and sophisticated financial advice. We love working with retirees as well as young professionals just starting out!
If we are not the right fit for you, we will always help you identify the another firm that is best positioned to provide the help you need.
You're welcome to set up a no-cost consultation meeting - in person or virtual.
We are grateful to serve more than 500 households — and humbled to have a client retention rate above 99% for the current year. Our average annual retention rate is about 97%, as some clients relocate and prefer a face-to-face advisory team.
With that said, we currently serve clients in over 30 states and we are set up to work remotely. Almost all clients decide to retain our services even when regardless of where they live. We enjoy working with clients who reside in multiple other countries as well.
All of this to stay, our clients are typically lifelong clients, and we cherish the privilege of walking alongside them and ensuring they will meet all their short and long-term financial goals and life goals.
Our roots are in Athens - home of The University of Georgia. We also have physical office locations Atlanta-Georgia, Charleston-South Carolina, and Naples-Florida but our service model is not limited by our physical office space. We proudly serve clients in more than 30 states and several countries.
We are fully capable of developing and optimizing your financial plan wherever you are. And we often travel to visit clients across the country.
We offer both in-person and virtual meetings.
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