2900 Paces Ferry Road
297 Prince Avenue
Personalized Financial Services
Financial services, tailored to you.
We work with individuals and organizations to help them be good stewards of their financial resources in an effort to lead more productive and meaningful lives. Every client is different. Tell us your story; let us know how we can help.
John Keeble was born in Atlanta, educated in Finance at the University of Georgia, and currently lives with his wife, Beth, at their farm in Athens. They have two grown children.
Chris Foster, born and raised in the Athens area was educated in business at Piedmont College and resides in Athens with his wife, Shea. They are expecting their first child.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
The Anatomy of an Index
Retirement Income and the Traditional Portfolio
What You Should Do About Insurance Following a Divorce
A Brief History of Estate Taxes
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.