because for us, net worthwhileTM isn’t just a tagline. it’s part of our dna.
The only way we can help others design lives around what matters to them is if we design our company around what matters to us. That’s why our pathways to Net Worthwhile, to GROW, PROTECT, GIVE, and LIVE, are infused in everything we do. By uniting around our mission to enrich lives with more meaning, more satisfaction, and more of what’s worthwhile in life, we build an identity that we can be proud of.
what we stand for
Our company values serve as our internal compass. With clients, our communities, and each other, we are guided by “The 6 Gs”—Greatness, Growth, Gratitude, Grace, Grit, and Generosity.
our commitment to culture + diversity
PROUD TO BE
A FEMALE LED
of our leadership
team is female
minority leaders on
our leadership team
of our team donates
time to the community
PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES
We are rooted in the communities we serve and are proud to support the organizations that help our city thrive
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RANKED #95 ON FINANCIAL ADVISOR MAGAZINE’S 2021 ANNUAL RIA RANKING
2021 ACCOUNTING TODAY TOP FIRM
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2021 BEST & BRIGHTEST IN THE NATION
2020 FINANCIAL TIMES FT300
2020 ATLANTA BUSINESS CHRONICLE’S 25 LARGEST MONEY MANAGERS
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We’re more than just your financial advisor in Charlotte, NC and Atlanta, GA. We offer ongoing education and support in all facets of life—from finances, lifestyle, business, and goal setting—to get you from where you are to where you want to be.