Albany, GA

Who We Serve

  • Endowment & Foundation Leaders
  • Individuals & Families
  • Retirement Plan Sponsors

Alpharetta, GA

2500 Northwinds Pkwy #250
Alpharetta, GA 30009

404.201.6472

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

Who We Serve

  • Endowment & Foundation Leaders
  • Retirement Plan Sponsors
  • Individuals & Families

Atlanta, GA

3348 Peachtree Rd, NE #1420
Atlanta, GA 30326

404.201.6472

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Who We Serve

  • Retirement Plan Sponsors

Newnan, GA

37 LaGrange Street
Newnan, GA 30263

770.507.0025

By Appointment Only

Who We Serve

  • Individuals & Families

Peachtree City, GA

Who We Serve

  • Individuals & Families

Stockbridge, GA

345 Corporate Center Court
Stockbridge, GA 30281

770.507.0025

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

Who We Serve

  • Individuals & Families