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

Our investment approach helps you visualize where you are today and where you want to be in the future by providing an enhanced level of security and sustainable income.

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 turnkey asset management programs 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.

Generous and Dependable Growth

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.


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.

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