About Us
For over twenty years, we have served clients throughout the south from offices in Dalton and Atlanta, Georgia, and Knoxville, Tennessee.
Our team of wealth advisors, the majority of whom hold the CERTIFIED FINANCIAL PLANNER ® designation, have helped clients achieve their financial goals and to strive for both financial freedom and stability through thoughtful fiduciary care. As a complement to our advisor team, our investment strategy and portfolio management team is led by Kevin Ruth, our Chartered Financial Analyst ®.
We are passionate about delivering sound financial advice, thoughtful financial planning, efficient portfolio management, and the highest level of service to each of our clients.
