Meet The Founders

Here’s our story. We look forward to hearing yours.


Through our team & strategic partners, we have more than 100 years of combined investment experience. When you hire us, you have entrusted us with your most important assets besides family: time and money. We focus on risk management and designing effective strategies that our clients understand so they can focus on their lives and what makes them happy.

Clint Gharib,

Accredited Investment Fiduciary – AIF® & Wealth Manager

Schedule a Meeting

Schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy! Contact us at or call us today at 404-479-8136.