We know that choosing a financial advisor is a major decision. And we’re grateful you’re considering us to help bring you financial peace of mind.REQUEST A CONSULTATION MEETING
We believe financial planning is a personal and lifelong process, not a one-time event. Our advisory team is here to help you plan for and reach future goals while also living more fully in the present.
Our plans are tailored to you and your unique situation. That’s why we make sure you’re actively involved in the planning process and follow a careful 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.
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.
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.
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.
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.
To maximize the value of our process, we are best suited to serve clients with at least $1,000,000 in investable assets (excluding real estate) who are ready to delegate all of their financial planning and investment management.
While always putting your best interests first, we offer unbiased advice and do all the heavy lifting to manage your financial life — so you don’t have to.
We’ll help you build a strong financial foundation. When it comes to managing your finances, we do the heavy lifting, so you can focus on your career and the people who matter most to you.
Our team’s unique experience and skillset positions us to create financial plans that show the whole picture. From establishing 401(k) plans and developing business exit strategies to building personal retirement and tax plans, we have you covered.
You’ve worked hard to get where you are. Now is the time to focus on what’s most important to you. We’ll help optimize your tax strategies, investment portfolio, and income distribution plan while you pursue your grandest dreams.
We have access to a variety of tools and options that will help align your investments with your values, considering both your financial returns and the greater social good. Clients interested in this area benefit from our extensive expertise in ESG Investing.
Whenever you’re ready, we’d love the opportunity to get to know you and share ideas that will help you live your life more fully.
Scheduling your consultation meeting is quick and easy.
The first step is completing a short questionnaire to help our team better understand your unique situation and needs. Don't worry, it should only take about 5 minutes.
Once your questionnaire is submitted, we'll reach out to find a day, time, and location (in-person or virtually) that works best for your meeting.
During your discovery meeting, we want to get to know you while also sharing more about us.
In case you have any additional questions before scheduling, here are a few more helpful details about our firm.
You can also reach out to us any time.
We are a fee-only financial planning firm. That means our success is measured exclusively by yours. We do not sell third-party products or accept referral commissions — ever.
Our annual fee is equal to 1% of investable assets under management for the first $2,000,000 managed. The fee gradually decreases to 0.25% for assets above $10,000,000.
The management fee includes all ongoing, comprehensive financial planning and investment management services.
Clients with investable assets under $1,000,000 will be charged a supplemental fee of $250 per month.
We do not offer an hourly fee schedule or flat project-based fee options.
Our management fee includes all ongoing, comprehensive financial planning and investment management services. There are no hidden or incremental fees at our firm.
We are best suited to serve clients with at least $1,000,000 in investable assets (excluding real estate) and who want to delegate all their financial planning and investment management.
If you have fewer than $1,000,000 in assets under our management, you can still work with our team by:
We are grateful to serve more than 470 families and humbled to have an annual client retention rate above 99%.
We have office locations in Athens, Georgia; Atlanta; and Charleston, South Carolina; but we serve clients in more than 35 states.
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 for our prospects and clients.
As an independent firm and fiduciary agent, we willfully accept a legal and ethical obligation to put our clients first — and to always serve their best interests.
That may seem like a no-brainer for a profession that manages clients’ finances (and for us, it always has been), but many wealth management firms aren't fiduciary agents. That means they may make decisions that in their best interest — like maximizing profits or commissions — instead of yours.
We do not accept any commission or kickbacks of any kind — period.
Because we’re an independent firm, we are not bound to any specific investment funds or products. That means we’re always able to offer objective, evidence-based advice and select from the entire universe of portfolio options based on your unique situation and goals.
Deep to our core, we believe this is not only the best way — it’s the right way. And for us, it’s the only way.
Learn more about our fiduciary oath.
Our advisory team is among the most experienced and educated in the country.
Here are some quick stats about our team:
All of our financial planners hold university degrees specifically in financial planning, finance, or accounting, and most hold graduate degrees in these same areas.
Our team members have also earned prestigious designations, including Certified Financial Planner® (CFP), CFA, CPWA®, AIF®, EA, CRC®, CHFC®, CDFA®, and AFC®.
We actively conduct research, publish articles in academic journals, and attend leading continuing education conferences.
In addition to our exceptional advisory team, fiduciary duty, and competitive fee structure, we believe what truly sets us apart is our personalized, responsive service and attention to detail.
We started with just one client and the promise to show up every day to deliver our very best work. And even as we’ve grown, we’ve held closely to this mission.
Your financial plan is important. Managing your financial life is a responsibility we take seriously. And it’s an opportunity we cherish deeply. We never take it for granted.
Our hope is that our clients see that in every engagement we have, every plan we develop, and every piece of advice we share.
Our promise is that we’ll always make decisions centered around you, your goals, and your best interests. Our team will be here for you at every turn.