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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

  • Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.

    John Dodd

    Sr. Financial Advisor

    Nashville, TN

  • 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

  • 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

  • It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

    Barb Senum

    Sr. Financial Advisor

    Phoenix, AZ

  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

    Stan Huneycutt

    Sr. Financial Advisor

    Atlanta, GA

  • I love being a financial servant, helping others plan, manage, and give away the money they steward.

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • Everyone needs a financial advisor. We are living in a world where more and more information is available and what's missing is the filter to process that information.

    Joe Helms

    Managing Director

    Seattle, WA

  • 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

  • We live in a complex world and a major part of our role is to help simplify the world for our clients.

    Erik Daniels

    Executive Vice President

    Atlanta, GA