Community Presence

Values and Beliefs

We believe it is our responsibility to give back to our various communities. We promote this belief with our clients, staff and strategic alliances. We strive to be a good example.

The firm has participated in and supported several local organizations over the years and is involved in several professional memberships.

Philanthropy

- North Fulton Community Charities (NFCC)

- Special Olympics

- A Beacon of Hope

- North Fulton March of Dimes

Memberships

- Financial Planning Association (FPA) – National/Local

- National Association of Personal Financial Advisors (NAPFA) – National/Local

- Greater North Fulton Chamber of Commerce (GNFCC)

- Leadership North Fulton

- Phoenix Group - Best Practices Group

March of Dimes

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