Philanthropic Counsel

Charitable giving is the opportunity to focus on what really matters and to create a lasting legacy. We believe giving should be part of every financial plan. Many people desire to be generous, but the tools and techniques to effectively do so can be overwhelming. Our advisors can help you free up resources so you can be more generous while still accomplishing your other financial goals.

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  • The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

    Alan Wallace

    Sr. Private Wealth Advisor

    Montgomery, AL

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

    Stan Huneycutt

    Sr. Private Wealth Advisor

    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

    Private Wealth Advisor

    Charlotte, NC

  • 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

  • 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

    Financial Advisor

    Atlanta, GA

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

    Jamey Gibson

    Financial Advisor

    Atlanta, GA

  • 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

    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

  • 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

  • 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