Financial Architects

We are a fee-only, academically-oriented, registered investment advisory firm providing financial planning and wealth management to private clients in metro-Atlanta and across the United States. While some advisors still sell products or transactions, our "product" is wisdom and our goal is simple - to help our clients achieve and sustain financial success. By working with a limited number of clients in a long-term personal relationship - understanding and clarifying your goals, creating a written financial plan, and managing your investment portfolio - we can properly assist you in building your financial future and reaching your goals. On the rest of this web site you will find additional information to introduce us to you. We look forward to exploring whether our approach and philosophy might be right for you. If you would like more information, please contact us.