$560MM AUM | $2.6MM Rev in
We are an SEC registered RIA firm based in Dothan, AL with additional advisors in the Atlanta, GA and Charlotte, NC areas. Our overarching goal is to challenge clients to define and live their one best financial life by defining goals, building a plan to reach those goals, & monitoring and adjusting the plan as life happens. The primary focuses of our company are financial & estate planning, investment management, corporate retirement plan consulting, and trust services. We have business throughout Alabama, Georgia, the Florida panhandle and North Carolina and are looking to continue growing our business in these areas as well as potentially opening more office locations. Our company utilizes the FinLife Partners program of Goldman Sachs to offer a variety of client services and is a trust representative office of National Advisor Trust Company. We have created three unique models through which advisors can partner with us (maintaining their independence) or join our company.