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Malcolm E. Polley, CFA
CFA®
Barnwood Capital LLC
The bottom line? You are first! At Barnwood Capital, we work diligently to help meet your financial needs and expectations. Our independence (our owners are our employees) allows us to focus on...
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Manuel Gonzalez Teran
Prime Capital Financial
Prime Capital Financial is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital...
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Mark Stancato
CFP®, EA, ECA, CRPS®
VIP Wealth Advisors
VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide...
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Kane Vines
CFP®, CRPC®, APMA®
Expound Wealth Management
At Expound Wealth Management, we're not just about numbers and charts. We see dreams and aspirations, and were all about helping you pursue that place of stability and security you can't get to by...
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Robert Stone
Bullseye Investment Management
For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly...
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Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent...
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Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.
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