Your Financial Life in One Clear Picture
Your financial picture, in four parts
Financial planning and wealth management for families and business owners across four Southern states, since 1987. We start with one clear picture of what you own, what you owe and what you hope for.
One picture. Every decision connected.
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.
Five meetings, one plan
Every plan follows the same steady path, so you always know where you are and what comes next. There is no minimum asset level.
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Introduction
We get to know you: where you are, where you want to go and what concerns you most.
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Observations
We share what we see in your current picture, plainly, including the gaps.
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Recommendations
We propose a plan built around your goals and explain the reasoning behind each part of it.
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Implementation
With your agreement, we put the plan in place and work through the details with you.
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Ongoing service
We meet regularly to review the plan and adjust it as your life changes.
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.
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Headquarters · Georgia
Atlanta
5600 Glenridge Dr,
Suite 600 East,
Atlanta, GA 30342 -
Nashville area · Tennessee
Brentwood
101 Westpark Drive,
Suite 310,
Brentwood, TN 37027 -
Alabama
Birmingham
3500 Blue Lake Drive,
Suite 220,
Birmingham, AL 35243 -
South Carolina
Greenville
220 North Main Street,
Suite 500,
Greenville, SC 29601
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.
Medical professionals
Physicians and practice owners, from residency to retirement, including protection for the income a long training made possible.
Optical professionals
Optometrists and optical practice owners who want to protect the practice and plan its cash flow with care.
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.