Consortium Content

“The Consortium is instrumental in helping me continue to improve my knowledge, always keeping on the leading edge of our profession and committed to being my best.”
- Tripp Mullen

Top 25 Firm

2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement. 
*Top Workplace based solely on surveys about the workplace completed by their employees.

Ranked Top Workplace

2015-2018