What Does Your Happy Retirement Look Like?
Our advisors find customized solutions for your purpose-driven life.
As Featured In
Our Services
We navigate wealth management complexities to connect your financial life so you’re free to focus on what matters most.
Our experienced advisors work with you to personalize your investment plan designed to help you grow your wealth and help you work towards your long-term financial goals.
Our team of qualified professionals provides a comprehensive range of accounting & tax services. From individuals to families to businesses, we deliver tax-saving strategies tailored to your specific needs.
Why Work With Us?
Why Work With Us?
Your Happiness is the Center
We start by understanding your happy retirement aspirations, not just your financial goals.
Collaborative
Approach
We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.
Experienced
Team
Guidance from seasoned professionals to help plan out your retirement happiness.
Long-Term Relationships
We commit to building enduring partnerships, supporting you through every stage of your life.
Ready To Start The Conversation?
Helping Happy Retirees Since 1996
business
management
served
as of June 2024
Atlanta’s 25 Largest Money Managers
per Atlanta Business Chronicle August 2024
Atlanta’s 25 Largest Financial Planning and Advisory Firms
per Atlanta Business Chronicle August 2024
Top 10 Financial Advisor Firms in Atlanta
per SmartAsset May 2023
CIA thanks these publications for the accolade. No compensation was paid to be considered for these awards.
Please click on each ranking for important details regarding how the firm was selected and/or ranked.
With the help of Wes Moss' books, Unlock the Secrets of a Happy Retirement!
Our Happy Retirement Stories
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
- Liz & David
Client Spotlight: Liz & David’s Dream Trip to Iceland
- Barbi
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
- Ingrid
Client Spotlight: Ingrid’s Second-Act Career as a Travel Agent in Retirement
- Ford Bronco
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
- Gary
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
- Frank Pringham
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
- Cyndi and Chelsy
Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park
- Pat and Paula