01 A Fee-Only Investment Advisory Firm
Founded in 2007
02 Headquartered
in Atlanta, Georgia
03 Over $130 million
in assets under management
04 Over 80 years
of collective experience in providing investment advice
05 Ranked 2008 FIVE STAR Best-In-Class Client Satisfaction in Atlanta Magazine
(top 3% of all wealth managers)
06 Ranked 2009 FIVE STAR Best-In-Class Client Satisfaction in Atlanta Magazine
(top 4% of all wealth managers)
