200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Our Services

As Wealth Event Planners we are committed to helping you with strategies that seek to protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Serving as your financial partner, advocate and guide, we listen and respond to your needs, using clear, simple language.

We offer personal service, innovative strategies, sophisticated solutions and a commitment to lead you with great care along the path to realizing your goals. We offer access to a full range of wealth management products and services in the development of your comprehensive event plan, including:

Access our M.O.P Client Questionnaire to determine if our services can help you better organize your financial life as you pursue your important financial and life goals.

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Lets start with services offered through Financial Planning

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
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