Financial planning for Southern families and business owners since 1987
Atlanta
One clear picture of your money
Accounts, policies and plans tend to pile up over the years. We help individuals and families organize, protect and grow their financial lives, starting with one clear picture of everything you own, owe and hope for.
Planning for you and your family 
BrentwoodNashville area
For the people who built a business
A business is often an owner's largest asset and a family's livelihood. We help owners understand what it is worth, protect it, plan their own retirement and prepare for the day they hand it on.
Planning for business owners 
Birmingham
Five meetings, no surprises
Every plan follows the same steady path: an introduction, our observations, our recommendations, putting the plan in place, then regular service meetings.
There is no minimum asset level, and how your advisor is paid is explained in your first conversations.
How we work together 
Greenville
Four offices, four states
From our Atlanta headquarters to Brentwood, Birmingham and Greenville, with branch offices in communities across Georgia, Alabama, Tennessee and South Carolina, there is an advisor close enough to sit down with you.
Our main offices
- Atlanta Georgia · Headquarters (404) 260-1600
- Brentwood Tennessee · Nashville area (615) 376-8300
- Birmingham Alabama (205) 533-9452
- Greenville South Carolina (864) 477-6224
Practices built around a profession
Some careers come with their own financial questions. Alongside our planning for families and business owners, dedicated teams focus on three professions.
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Medical professionals
Physicians and practice owners, from residency to retirement, including protection for the income a long training made possible.
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Optical professionals
Optometrists and optical practice owners who want to protect the practice and plan its cash flow with care.
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Independent auto dealers
A team of financial professionals, tax specialists and estate-planning attorneys who focus on dealers, the dealership and the family behind it.
Questions people ask first
Is there a minimum amount I need to get started?
No. There is no minimum asset level. People come to us at the start of a career, in the busy middle years and when retirement or the sale of a business comes into view.
How is my advisor paid?
It depends on the services you use. Your advisor explains how they are compensated in your first conversations, before you decide anything.
How often will we meet?
As often as your plan needs. Many clients meet with their advisor once or twice a year, and more often when life changes.
What happens in the first meeting?
The first of our five meetings is an introduction: a conversation about where you are today, what you want for the people who matter to you and the questions on your mind.
Start where you are
Whether you are organizing a first plan, protecting a growing family or thinking about the next owner of your business, the first step is a conversation.