We are an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. For 20 years, we have been providing financial services to our valued clients. Our expertise include, retirement planning, tax planning, wealth management and small business consulting. We provide customized financial planning solutions through a fee-based relationship.
Our advice is objective and independent. Our solutions are client-focused and not product-specific. We utilize a consultative planning process that allows us to fully understand your needs and objectives. Our work includes an active planning relationship with periodic monitoring and adjustments as needed. Our financial planning and investment advisory services have no bias to products or proprietary services.
We commit to deliver personal attention, wealth management expertise in an active planning relationship that helps you achieve financial success.
With over 20 years experience as a financial professional, he has practiced as CPA with a big-four public accounting firm, operated a tax practice, and now advise individual and small business clients. His career as a financial advisor started with American Express Financial Advisors, where he became a franchise owner and Branch Manager. He built a successful branch with six advisors while managing a $30 Million practice. He achieved many accomplishments in his 10 years with the company. In 2004, he transitioned his practice to Merrill Lynch as a Senior Financial Advisor. With Merrill Lynch, he managed his personal practice and was a Partner on the $50 Billion Corporate & Institutional Advisory Team, the largest team in the company. In May 2009, he became independent and launched One Source Advisory, which represents the firm that brings the client all the key services and expertise from 'One Source'. "This role allows me to operate as a CPA and Financial Advisor, but with greater independence and resources to elevate the client experience."