

Our Advisors
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Florida
[top]Integrated Wealth Management Group
Port St. Lucie FL
Port St. Lucie FL

Consortium Member Since 2019
Integrated Financial Group, Port Charlotte, FL

Consortium Member Since 2016
Georgia
[top]Highland Trust Partners, LLC
Athens, GA
Athens, GA

Consortium Member Since 2015
Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Gainesville, GA

Consortium Member Since 2017
Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Gainesville, GA

Consortium Member Since 2017
Gaynes Financial Services, Inc.
Atlanta, GA
Atlanta, GA

Consortium Member Since 2003
Karen Lee and Associates, LLC
Atlanta, GA
Atlanta, GA

Consortium Member Since 2003
Missouri
[top]North Carolina
[top]Carolina Planning Consultants, LLP
Concord, NC
Concord, NC

Consortium Member Since 2016
Mosaic Capital Management
Winston-Salem, NC
Winston-Salem, NC

Consortium Member Since 2003
Mosaic Capital Management, LLC
Hickory, NC
Hickory, NC

Consortium Member Since 2005
Winston Wealth Management, LLC
Winston-Salem, NC
Winston-Salem, NC

Consortium Member Since 2003
Our Associates
Quick Search
Florida
[top]Georgia
[top]Strong Gaddy Lee Wealth Management Group, Gainesville, GA

Consortium Member Since 2019
Strong Gaddy Lee Wealth Management Group, Gainesville, GA

Consortium Member Since 2017
Strong Gaddy Lee Wealth Management Group, Gainesville, GA

Consortium Member Since 2017
OUR EXECUTIVE TEAM
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Georgia
[top]Director of Operations and Human Resources
Atlanta, GA
Atlanta, GA

Consortium Member Since 2003
Director of Invesments/Compliance Principal
Atlanta, GA
Atlanta, GA

Consortium Member Since 2014
Administrative Assistant - Virtual Assistant Program
Atlanta, GA
Atlanta, GA

Consortium Member Since 2014
Administrative Assistant - Virtual Assistant Program
A tlanta, GA
A tlanta, GA

Consortium Member Since 2009

TOP 25 FIRM
2004-2020
Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.

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