Sound advice. Trusted guidance.
Experience the confidence of personalized financial planning. Where sound advice meets unwavering trust, guiding you towards success.
Our approach
Most people have trouble wrapping their minds around their financial future. We help our clients to understand their finances, plan and put the pieces in place to achieve their financial goals, have less stress and more abundance.
Why clients work with us.
Comprehensive Planning: Goals-based strategy with consideration to every aspect of your finances.
14 Years of Experience: From banking to wealth management.
Open Architecture: Access to a wide variety of solutions free from investment banking relationships
Integrity: Unwavering core values
Advice the way you need.
Whether you prefer a deep dive into specific financial topics on an hourly basis or a comprehensive, tailored plan for your financial future, we offer versatile services to meet your unique needs.
Our services
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Financial Planning
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Investments
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Insurance
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Retirement
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Tax Planning
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Estate
Who We Serve
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Young Professionals
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Families
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Legacy Professionals
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Retirees
“In 40 years of working with advisors, we’ve built more trust with you and the advice you’ve given us than anywhere else.”
— MARK F. | ATHENS, GA
FAQs
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Our process begins with a free consultation to determine your needs as well as mutual fit. Whether focused-session planning on a specific issue or question, or if it’s determined that full planning is needed, we schedule the appropriate time to thoroughly discuss and understand your financial landscape and goals.
We prioritize getting to know you before making any recommendations, ensuring our advice aligns precisely with your unique circumstances. As an investment adviser and licensed insurance agent, we are able to offer many solutions to your financial needs determined from your plan.
From initial discussions to implementation, we work collaboratively to tailor a strategic plan that reflects your objectives and guides you towards financial success. Our comprehensive planning clients enjoy conitnual support through annual reviews and check-ins as well.
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Fee-based financial planners are compensated for the professional advice and guidance provided. This includes a fee for advisory services, and in some cases, compensation through the sale of financial products as well. This dual approach allows us to prioritize your best interests by offering comprehensive advice while ensuring alignment with your unique financial goals.
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As a Investment Adviser Representative registered with the Securities and Exchange Commission (SEC), Devin Alphin is legally obligated to act as a Fiduciary by maintaining your greatest financial interest at all times. Click here for an article explaining what it means to be registered with the SEC as an Investment Adviser Representative and the fiduciary duty it comes with.
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Yes. We are happy to work with your CPA and/ or attorney and fully encourage it. If you do not have an estate attorney or CPA, we can provide a recommendation.
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No. As financial planners we understand a good deal of tax concepts; however, are not tax professionals and cannot provide tax advice. The planning and guidance offered should be discussed and confirmed for your specific situation with a CPA.
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As an independent financial planning group we enjoy access to thousands of mutual funds and ETF’s, as well as individual stocks. Through various unaffiliated insurance companies we offer life insurance, annuities, disability and long term care and final expense insurance as well.
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We offer free consultation calls to determine mutual fit as well as understand the scope of your planning needs in order to determine appropriate pricing. You may schedule your free consultation here