Broker Check

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