Quick Facts

  • Offices in Huntsville and Gadsden, AL
  • Clients throughout the nation primarily in Alabama and Georgia
  • Extensive business, financial planning and investment experience
  • A research-based wealth management system
  • Primary markets:
    • Individuals and Families
    • Small Business Owners
  • Most Utilized Services:
    • Comprehensive Planning
    • Retirement Planning
    • Estate Planning
    • Investment Management

Our Promise to You

We will:

  • Maintain a relationship based on mutual respect, honesty and trust and always act as fiduciaries.
  • Put your interests first.
  • Provide comprehensive financial planning.
  • Work with you to understand your goals and assess your risk tolerance.
  • Provide a thorough analysis of your situation and propose recommended solutions.
  • Provide an initial written plan and e-mail notes following each meeting.
  • Periodically assess your progress toward achieving your goals and make changes as necessary.
  • Be available throughout the year to help resolve unexpected financial situations.

If you have questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 256-534-1196 (Huntsville) or 256-547-7237 (Gadsden).