Find A Location

With offices around the country, we serve clients across the wealth spectrum in almost all 50 states. Every client story is unique. We would love to begin a conversation about your circumstances and discuss the best way we can serve you.

National Office | 300 Colonial Center Pkwy, Suite 300 | Atlanta, GA 30076 | 800.841.0362

  • The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

    Scott Kiesel

    Sr. Financial Advisor

    Indianapolis, IN

  • One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.

    Brian Shepler

    Chief Financial Officer, EVP Client Services

    Atlanta, GA

  • I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

    Melanie Fitzgerald

    Personal Financial Advisor

    Atlanta, GA

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Partner

    Orange County, CA

  • I firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Financial Advisor

    Indianapolis, IN

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • If we free up our clients to focus on what is most important in their lives, then we have done our job.

    Jeff Chinery

    Managing Director

    Atlanta, GA

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Financial Advisor

    Charlotte, NC

  • I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

    Carol Jackovich

    Personal Financial Advisor

    Atlanta, GA

  • It does not matter how much or how little you have, everyone deserves to receive good advice

    Jamey Gibson

    Personal Financial Advisor

    Atlanta, GA