What Does Your Happy Retirement Look Like?
Our advisors find customized solutions for your purpose-driven life.
As Featured In
A Personalized Approach to Your Wealth
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 work towards your long-term financial goals. We’re here to take the weight off your shoulders so you can enjoy the happiness that comes from living the life you’ve built.
Our experienced advisors work with you to personalize your investment plan designed to help you grow your wealth and work towards your long-term financial goals.
Why Work With Us?
Why Work With Us?

Your Happiness is the Center
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 Families Retire Happy Since 1996
business
management
served
as of December 2025
Atlanta’s 25 Largest Money Managers
per Atlanta Business Chronicle September 2025
Atlanta’s 25 Largest Financial Planning and Advisory Firms
per Atlanta Business Chronicle September 2025
Top 10 Financial Advisor Firms in Atlanta
per SmartAsset June 2025
CIA thanks these publications for the accolade. No compensation was paid to be considered for these awards.
Please click on each ranking for important details regarding how the firm was selected and/or ranked.
With the help of Wes Moss' books, Unlock the Secrets of a Happy Retirement!
Our Happy Retirement Stories
Client Spotlight: From Fords to Ferraris- Frank Harms’ Guide to Driving Your Retirement Dreams
Client Spotlight: A Nordic Journey with Bonnie & Joe
Client Spotlight: Tigers, Temples & Travel Triumphs: Matt and Donna Explore India & Nepal
Client Spotlight: From Boardrooms to Bookshelves: How Gerald Turned Retirement into a Creative Renaissance
Client Spotlight: Writing, Retirement, and Southern Soul – The Inspiring Encore of Chris Jones
Client Spotlight: Kyle & Russ’s Month-Long Adventure Out West
Client Spotlight: To Iceland And Beyond
Client Spotlight: Dallas And Lisa’s Cherished Italian Adventure
Client Spotlight: A New Chapter of Service for These Happy Retirees