What Does Your Happy Retirement Look Like?

Our advisors find customized solutions for your purpose-driven life.

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Our Services

We navigate wealth management complexities to connect your financial life so you’re free to focus on what matters most.

Our experienced advisors work with you to personalize your investment plan designed to help you grow your wealth and help you work towards your long-term financial goals.

Our team of qualified professionals provides a comprehensive range of accounting & tax services. From individuals to families to businesses, we deliver tax-saving strategies tailored to your specific needs.

Why Work With Us?

Your Happiness is the Center of Planning

We start by understanding your happy retirement aspirations, not just your financial goals.

Collaborative
Approach

We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.

Experienced
Team

Guidance from seasoned professionals to help plan out your retirement happiness.

Long-Term Relationships

We commit to building enduring partnerships, supporting you through every stage of your life.

Ready To Start The Conversation?

Helping Happy Retirees Since 1996

team members across 4 locations
0 +
years in
business
0
assets under
management
$ 0 B
families
served
4,300 0 +

as of december 2023

Atlanta’s 25 Largest Money Managers

per Atlanta Business Chronicle September 2023

Atlanta’s 25 Largest Financial Planning and Advisory Firms

per Atlanta Business Chronicle September 2023

CIA thanks these publications for the accolade. No compensation was paid to be considered for this award.

With the help of Wes Moss' books, Unlock the Secrets of a Happy Retirement!

Our Happy Retirement Stories