Wealth Management

At its core, responsible wealth management helps you to sustain or grow your wealth. For my clients, I want to do more. I aim to not only invest your money wisely, but to offer you an individualized and comprehensive financial plan to help you achieve your long-term goals. What does your future look like? Let’s find out together.


Retirement Planning

"Do I have enough to retire?" is a complex but common question. A successful road to retirement relies on sound planning, practical sacrifices and a personalized investment strategy. My customized retirement plans are designed to align your aspirations and your assets so you and your family can feel prepared for what’s to come.

What fees and commissions will I pay?

My fee structure is simple and transparent: I charge a fee on the percentage of assets under management based upon the average daily account balance for the quarter. As a fee-only financial advisor, my only incentive is to grow your assets and do what’s right for you. When you succeed, I succeed.

Schedule a Consultation

The financial landscape and marketplace are always changing, and securing your future and financial security hinges on smart and diligent watch over one’s finances. Leveraging my background as a CPA and an investment consultant, I am committed to ensuring your financial and retirement goals are in good hands. Please fill out the form below, and I will reach out to you to schedule your consultation!


Have More Questions?

I am a Certified Public Accountant registered in Georgia. I am a member of The Georgia Society of Certified Public Accountants’ (GSCPA) estate and financial planning community, a member of The American Institute of Certified Public Accountants’ (AICPA) personal financial planning section, and a member of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners.

As a fee-only financial planner, I charge a fee based on the percentage of your assets under my management. I do not earn a commission on selling or recommending any products or services. As a fiduciary, it is my responsibility to act in my clients’ best interest and provide you with the highest standard of care.

While I work with families, couples and individuals with a minimum asset management balance of $100,000, I try to help whoever reaches out for my services.

I use Charles Schwab as my custodian, which allows you to have convenient 24/7 access to your account.

I currently work with clients residing in Alabama and Georgia.

Though all of my clients vary in age and background, most are in the accumulation stage of their life (ages 30 to 65), have children, and are working professionals, business owners and executives. They are savvy individuals who recognize the value of professional financial guidance and may not have the time to dedicate to managing finances. The average asset balance of a client under my care is more than $1,000,000.
Learn more about my clients.