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With the Help of Wes Moss,

Unlock the secrets of a Happy Retirement!

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.

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

as of december 2023

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