We are new to the greater Athens area and want to grow our client base locally to better serve our community.  If you do not have a financial plan or advisor this is a great opportunity to engage a fiduciary driven, fee based firm and save some money in the process. If you do have an advisor now would be a great time to get a second opinion (depending on your situation it could be FREE); if you are invested in mutual funds, annuities, or other bundled products like REITs now is a great time to really understand why they consistently underperform and retain an advisor who does not get paid to SELL you something. Act now, this is for a limited time. Terms and conditions apply. Simply complete the form below and we will contact you to schedule your consultation.

We cannot wait to hear from you!

* indicates required field