What makes us different
is what could make us right for you

So how do we differ from the sea of financial teams out there? What makes us tick? What makes us special? Here we offer up a few good reasons for your consideration.

Solid experience and specialized expertise

Our team brings many years of experience and professional credentials such as Certified Investment Management Analyst, Chartered Retirement Plans Specialist and Craig Houck and Erik Selness are Certified Financial Planner™ practitioners. You don't have to know what they all mean – only that it means we are well versed in addressing the important financial matters in your life or company.

While we serve many individuals, families and corporate retirement plans, our greatest niche is serving the EMC industry in the Southeast, where we focus on 401(k) plan and pension management at the corporate level, and financial planning and asset management for individual employees' retirement accounts.

It's easy to relate to us and understand our financial advice

We understand where our clients are coming from and know how they want things explained. So we talk to them in a straightforward manner to make even the most complex financial concepts understandable. We won't talk over someone's head by using a bunch of financial jargon.

Personal client service that goes above and beyond

We really accommodate our clients, visiting them regularly at their companies and at their convenience. It's also quite common for us to visit our clients in their homes and even join for dinner at their insistence.

We work so closely with our corporate clients that we become their preferred provider. Some even say we ought to be added to their employee directory. We treat our clients so well because, frankly, that's the way we believe they deserve to be treated.

We truly care about the clients we serve and the communities we live in

We are very involved with our clients and communities. There is a cooperative spirit of us all being on life's journey together, and that the tight-knit communities in which we live and work deserve our support. We genuinely enjoy the camaraderie we have with our clients. We know what's important to them and their families. Helping them with their financial lives never feels like just a job to us.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

When the winds of change blow,
some people build walls and some build windmills.

― Chinese Proverb ―

 

Atlanta

1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions

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Savannah

6001 Chatham Center Drive, Suite 253 // Savannah, GA 31405 // Phone: 912.200.5232 // Toll-Free: 844.977.6937 // Fax: 404.400.0158 // Map and Directions