Find a Financial Advisor in Milton

Find your why and find your freedom

We are dedicated to making sure our clients in Milton, North Atlanta, and the surrounding communities wake up inspired and end their day fulfilled. We understand the profound impact a customized financial strategy can have on our clients’ present and future wellbeing.

You may have worked for 30 years and are now dreaming about what is next. You have some savings but is it enough? Also, what will you do after you retire? What is your purpose? Do you have the flexibility to live it fully? Should you change jobs or retire to live your best life every day? Can you afford to do that?

We will work with you to customize a game plan, produce advice in a common language, and do it with a straightforward approach. Best of all we help you define your why, your purpose during retirement. We look at your life goals and set a path toward reaching those goals with personalized planning, giving you the freedom, and financial peace of mind you seek.


Financial Planning 

Investment Management 

Estate & Tax Planning 

Our Advisors

G.C. Lewis

Managing Partner and Senior Wealth Advisor


Estate Planning Simplified: Understanding Wills & Trusts

Understanding Wills & Trusts

While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.

10 Tax Planning Tips That Could Reduce Your Taxes

Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades not just hope to do better than last year’s income tax return.

From your personal healthcare and retirement plans to working within changes to the tax code, you’ll find tax planning opportunities that are easy to miss, but could save you thousands.

3 Methods to Help Avoid Running Out of Money

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.


From Being Ready for Retirement?