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The Art of
Retiring Well

Fee-only investing and planning from your prime earning years through retirement.

SEC-Registered RIA · Independent since 2007 · Marietta, GA

Smart Investing. Tailored Planning.

Investing
Planning

Investing / Planning

Most firms are built around investments or planning.

We're built for both. 

Our experience with Sentara has been fantastic. Will Allen literally spent our first two hour+ meetings just getting to know us personally, and vice versa.  We are going on 2 years now with Will and very happy with his recommendations, results and proactive communications. Our retirement and tax planning with Jonathan have been excellent. We’re in good hands with the Sentara team.

- Scot & Laurel McLeod, 

Client Review

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Market Insights

2345
Goals-Based Approach

The Big Picture

  • Planning First: We begin every relationship with a comprehensive financial plan. We identify your goals and map out a specific strategy to reach them, creating a tailored investment allocation designed to get you there.
     

  • Active Management & Communication: We continuously monitor your portfolio and conduct regular investment reviews to keep you on track. Beyond investing, we guide you through broader financial planning topics with proactive communication. That is our specialty.
     

  • Market Education: We provide regular educational videos that cut through the noise, breaking down complex market trends into clear, straightforward insights you can actually understand.

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Ascent

Ascent 

Build Your Foundation

Grow your wealth, navigate life's milestones, and establish a strong financial future.

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Sun and sea

Horizon

Prepare for What's Next

Transition from building wealth to protecting it with a clear retirement strategy.

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Summit

Protect Your Legacy

Preserve your wealth, generate income, and enjoy the rewards of a lifetime of planning.

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Your Money. Your Future. Our Loyalty.

You worked hard to build this. As a fee-only fiduciary, we are required to put your interests first, and we are paid by you rather than by anyone selling a product. That is the whole arrangement.

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Technology

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Financial Monitoring: eMoney

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eMoney gives you one place to see everything: your investments, your spending, your net worth, and your progress toward your goals.

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Portfolio Access: Schwab

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Schwab provides clients with a secure, user-friendly platform to view balances, holdings, statements, and tax documents.

LET'S START A CONVERSATION

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