By Appointment Only

We are a trusted private fiduciary practice based in Atlanta, GA, providing a range of financial products and services including fiduciary advisory services, financial planning, insurance planning, and more. A fiduciary is a legal or ethical relationship in which the fiduciary is entrusted with the duty to act in the best interests of another party, known as the beneficiary or principal. The fiduciary is expected to exercise a high standard of care, loyalty, and good faith when carrying out their responsibilities.

• We are legally and ethically bound to act in your best interest.

• We are held to high professional standards and must follow a strict code of ethics.

• We are required to maintain our professional knowledge and expertise and must adhere to the highest level of integrity and transparency.

• We must provide objective advice and guidance, without any conflicts of interest.

• We are held accountable for the advice and guidance we provide.

Choosing a Certified Financial Fiduciary® can provide you with peace of mind knowing that your finances are being managed by a trusted professional who is legally and ethically bound to act in your best interest.