“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