we honor your net worthwhileTM— and our own

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

advisory firm

41%

of our leadership
team is female

44%

minority leaders on
our leadership team

100%

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

Current Awards*

2021 INC. 5000 LIST OF FASTEST-GROWING PRIVATE COMPANIES IN AMERICA

2021 ATLANTA BUSINESS CHRONICLE’S 25 LARGEST FINANCIAL PLANNING AND ADVISORY FIRMS​

2021 WEALTHMANAGEMENT.COM CEO OF THE YEAR, INDIVIDUAL RIA FIRM LEADERS

RANKED #95 ON FINANCIAL ADVISOR MAGAZINE’S 2021 ANNUAL RIA RANKING

2021 ACCOUNTING TODAY TOP FIRM

2021 BEST OF THE BEST SMALL BUSINESS ELITE

2021 INVESTMENT NEWS BEST PLACES TO WORK​

2021 ATLANTA JOURNAL-CONSTITUTION’S BEST PLACES TO WORK​

2021 INC.’S BEST PLACES TO WORK​

2021 ATLANTA BUSINESS CHRONICLE’S BEST PLACES TO WORK

2021 BEST & BRIGHTEST IN THE NATION

2020 BARRON’S LIST OF TOP RIA FIRMS​

2020 FINANCIAL TIMES FT300​

2020 ATLANTA BUSINESS CHRONICLE’S 25 LARGEST MONEY MANAGERS​

2020 FINANCIAL ADVISORS LIST OF TOP RIAS​

*PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

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