What We Believe

How Can We Simplify Your Life?

Investment Solutions

Investment Solutions
Retirement Strategies
Professionally Managed Accounts
Brokerage Accounts
Alternative Investments

Estate Planning & Insurance

Trust Services
Estate Planning
Insurance Needs Analysis
Wealth Transfers
Long Term Care Planning

Business & Lending Services*

Employee Retirement Plan Strategies
Securities Based Lending
Home Financing
Business lending
Investment Banking

Charitable Giving

Charitable Trusts
Strategic Gifting
Succession Planning
Strategies
Socially Responsible Investing
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*Lending Services provided by Raymond James Bank, N.A. a fully chartered national bank affiliated with Raymond James Financial Services. Securities Based Line of Credit provided by Raymond James Bank, N.A. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

Our Office Locations

Athens

1360 Caduceus Way

Bldg. 800 Ste. 101

Watkinsville, Georgia 30677

706-621-7550

Atlanta

2100 Riveredge Parkway

Suite 1225

Atlanta, GA 30328

470-737-2546

Mars Hill

1120 Mars Hill Road

Suite 102

Watkinsville, Georgia 30677

706-705-1360

Memphis

6750 Poplar Ave

Suite 512

Memphis, TN 38138

901-545-5999

Rome

304 East Second Avenue

Suite B

Rome, Georgia 30161

706-234-4325