We empower you to live comfortably by planning wisely.

Are You on Track?

We offer a process-driven,
fee-only approach to money management.

1. Discover

Understanding your personal, professional and financial life goals

2. Educate

Discuss the risk and reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation

3. Recommend

The optimal blend of options to meet your goals

4. Implement

The strategy employed to construct your wealth plan

We are here for you!

Fee Only

Financial Advisors

We believe it takes a team to provide great advice.

It’s the only way to deliver the depth of solutions our clients deserve and to equip them with the knowledge and confidence to make the best decisions for their family. Meet our Team “Every client deserves a unique plan to match their unique financial goals.” Stacy BushPresident/CEO
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Free Portfolio Risk Analysis

Take this quick questionnaire to see if your portfolio fits you! Risk Analysis

Why don't we have a conversation?

Working Hours

Mon-Thu: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 1:00 PM

Phone & Fax

Office: (229) 247-1474
Toll-Free: (855) 520-1474
Fax: (229) 247-1453

Dial Office Dial Toll-Free


2918 N. Oak StreetSuite B
Valdosta, GA 31602




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