Our Newnan, Georgia office is comprised of a team of dedicated professionals which provides comprehensive financial planning services and products to individuals, families and businesses. We provide advice on investments, insurance, retirement planning, estate planning, wealth management, education, tax reduction strategies, and risk management. Our emphasis centers around a needs and values-based approach to help our clients identify and work to pursue their financial goals and objectives.
We strive to be recognized as our clients' most favored advisor, providing a high quality and robust service model. As your fiduciary, we focus on doing what is best for our clients' individual needs and personal values. We look to build great trust with our clients who end up becoming like family and friends.
To this end, we closely follow the CFP®'s ethics and principles of Integrity, Professional Advice, Competence, Fair Treatment, Privacy, Professionalism and Diligence.
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Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. LPL Financial and RBM Wealth Management Group are separate entities. Learn more at lpl.com
Holistic & Meaningful.
As an accomplished and all-purpose Financial Planning and Wealth Management Firm, we offer Financial Planning, Investment Planning, and Insurance Planning for individuals and businesses.
Holistic Financial Solutions with a Solution-Based Approach.
We care more about you and your financial health than anyone who does not share your last name.
We want to organize your financial life with the use of financial planning tools. The status quo in the financial industry has been the status quo for a long time. We want to change that.
It should not be a zero sum game. Ever.
We want to discover your "why" and we want to give individuals clarity, discipline, purpose, and consistency.
We want to help create a financial paradigm shift and we want to be the antidote to conventional wisdom.
We are locally based in The City of Homes Newnan, Georgia. We live here and work Here. At the same time, we know clients move and have family elsewhere.
We have the ability to work closely with our clients who live outside of Georgia
Professionalism is gained by performance , not by your title. Striving for excellence everyday. We have a strong belief in giving our clients the knowledge and to cut through the confusion.
Staying up to date with current financial changes in world and education to give you the knowledge to make the best decision.
Stop by our offices anytime.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. AL, GA, CA, MD, OK, SC, VA, TX.