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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

  • 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

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

    Jamey Gibson

    Personal Financial Advisor

    Atlanta, GA

  • 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

  • Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.

    Scott Goldsmith

    Financial Advisor

    Indianapolis, IN

  • The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

    Aaron Klopfenstein

    Managing Director

    Indianapolis, IN

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

    Roby Kotcamp

    Sr. Financial Advisor

    Phoenix, AZ

  • My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

    Don Vanden Brink

    Financial Advisor

    Holland, MI

  • What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

    Sarah Baker

    Financial Advisor

    Charlotte, NC

  • 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