You’re More Than Just a Number

At our firm, you’re more than just a number or portfolio. We get to know you and your goals.


Forge Your Path

We understand today’s financial environment and that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.

Protect Your Nest Egg Through Volatile Markets

Our investment strategy is designed for predictable, stable, and increasing income regardless of the sequence of market returns.

Reliable Income With Less Worry

Worry less about retirement planning and spend more time with the ones you love.


The Level of Care and Attention You Deserve

At our firm, your investments are managed by our in-house team and we give each and every client the time and attention they deserve. To us, you’re not just a number – you’re family.

Our Philosophy

We believe in active management, which means that we are always evaluating your portfolio and making changes that are aligned with your goals.

How We’re Different

We reduce fees by cutting out the middle man helping you overcome the most common retirement planning obstacles. 

Our Focus

Our focus is based on intently discovering your financial goals and guiding you on the path to financial freedom. 

“The stock market is a device for transferring money from the impatient to the patient.”

– Warren Buffett

"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future."

Carlos Slim Helu

Are Your Investments Right for You?

Many advisors turn to third-party money managers or mutual fund portfolios that aren’t catered to their clients’ needs and come with high, unnecessary fees. At our firm, we hand-select the companies we invest in, rather than rely on cookie-cutter templates. This allows us to focus on the best of the best to provide you with a predictable, sustainable retirement strategy.

Taking the Guesswork out of Income Planning

We invest in companies that have a long track record of paying and increasing dividends every year. Our investment approach addresses our clients’ most pressing concerns, controlling volatility and maintaining a predictable income. 

Why Dividends Matter

Since 1926, the S&P 500 has returned an average of 10.2% a year. Of that, 61% of the gain has been due to price increases, while 39% has been due to dividends, assuming the dividend has been reinvested.*
* Source CNBC 1/11/23  


Office: 678-901-4167
Fax: 1-877-350-3587

111 Mountain Brook Drive
Ste 208
Canton, GA 30115

816 Old Hornage Rd
Ball Ground, GA 30107

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.