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320 South Madison Avenue, Monroe, GA 30655

(678) 553-3611
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Our Mission

How We Work

We have a passion and desire to serve people well.  We help you to pursue the best life you can with the money you have by making wise financial decisions.  This begins with taking the appropriate level of risk for your personal situation.

  1. We get to know you by understanding where you are and where you want to go
  2. We incorporate your goals into a comprehensive plan and customized investment solutions
  3. When you are ready to get started, we implement and execute your plan

Our Mission

We have come to know that the intersection of time, health, and money is rare.  Our mission is to support you in maximizing the impact of a life well-lived.  Our commitment is to utilize all our resources to help you pursue your goals. 

One of our primary goals is to develop a long-term, trusted relationship with you.

Our Process

Our Process

  1. We get to know you by understanding where you are and where you want to go
  2. We incorporate your goals into a comprehensive plan and customized investment solutions
  3. When you are ready to get started, we implement and execute your plan
Our History

Our History

Since 2008, we have proudly served individuals, families, and small business owners throughout Walton County and the greater metro Atlanta area. Alan brings nearly 20 years of experience in private accounting, tax planning, and wealth management, supported by a dual background in accounting and finance.

Kathy and Alan began working together in 2016, and in 2021, Kathy became the Wealth Management Assistant. As Alan’s wealth management practice continued to grow, he began looking for a like-minded advisor to join him in serving clients.

Alan and Matt first met at a charity trivia night—where they were both severely outwitted by their wives. Later, during a walk around the pond at Providence Classical Christian School, where their children attend, they discovered a shared passion for serving and blessing others. That connection led Alan to recruit Matt to leave the corporate world and join him in the mission of serving clients through financial advising.

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