Financial Planning + Investments

Team

Wisdom + Passion

We started with one client in 2006...

We did no advertising other than doing a extraordinary job for that first client (and every client who came after). We sought first to build a business we would be proud of - a business that would make a difference in our clients' lives. We firmly believed that profitability would come naturally if we stuck with these initial priorities.

A decade later, we  have thrived. We credit this growth + prosperity to keeping our priorities straight and our hearts humble.

It's a responsibility we take seriously: managing your financial life. And it's how we choose to invest our life energy. It's a symbiotic relationship: we are individually stronger because we work together. We invest in you + you invest in us. 

 

Get in touch.

The right planning team makes ALL the difference.

That’s why we are available to help you decide on the best financial planning program for your specific situation. To answer any questions you have about our team or our process. So you feel great about moving forward with your plan.

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The Team

We strive to create a vibrant firm culture + work environment to attract the very best new talent entering the financial planning profession. Our planners all have university degrees specifically in financial planning, and many of them studied directly under the E&G team members who also work as tenured professors at the University of Georgia.

Our team works diligently for our clients every day. We strive to exceed expectations and to provide an old-fashioned kind of client service. You need a team with the right education + credentials, who you can trust to guide you toward good decisions, and also make it fun along the way. It's that simple. 

Click on the pictures below to learn more about each of our Team Members