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About
History
Core Values
Team
Client
Advisors
Strategy
Locations
Atlanta, GA
Charlotte, NC
Dallas, TX
Lexington, KY
Nashville, TN
Tampa, FL
What We Do
Wealth Management
Asset Management
Value
Planning
Insights
Market Updates
News & Press
Edge Speaker Series
Research Insights
Quarterly Outlooks
Atlanta, GA
Contact the Atlanta office today!
3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339
Phone: 404-890-7707
Bretaigne Black
Matthew Buchtrup
Ellis Davis
Whit Davis
William deButts
James Foster
Stephen Halkos, CFA
AK Hendrix, CFP®
Harry Jones
Barrett Karvis, EMBA
Victoria Kolbe
Bill Maner
Nancy McFadden, AAMS®
Jake Munns
Nicole Pichon, FPQP®
Paul Robertson
Dennis Sabo, CFA
Will Skeean, CFA
Amy Tierney, CFP®
Kevin Vogel, CFP®
Bradley Williams, CFA
Julia Zwicky, FPQP®