Chuck Lanford, CFP®, Wealth Management Advisor & Portfolio Manager, brings over 27 years of expertise in the financial services industry, marked by a steadfast commitment to helping clients navigate their wealth management journey.

Chuck's journey into finance began in 1996 when he obtained licenses in securities and insurance with Dean Witter Reynolds & Co. His early years were shaped by a deepening interest in the economy and financial markets, sparked by the 1987 stock market crash during his junior year of high school. This passion for understanding market dynamics has been a driving force throughout his career.

Following his graduation and earning a bachelor’s degree in civil engineering from Auburn University, Chuck embarked on a distinguished military career as a Regular Army 2nd Lieutenant. It was during this time that he discovered his aptitude for investment advisory work, a revelation spurred by a mentor's suggestion. Upon transitioning from active duty, Chuck relocated to Atlanta and embarked on building his financial advisory business from the ground up.

Chuck's commitment to providing comprehensive, values-based financial planning and investment advisory services blossomed in 2005. This approach, aimed at helping individuals and families achieve their most important goals and values, became the cornerstone of his practice.

In 2013, Chuck further solidified his expertise by earning the prestigious CERTIFIED FINANCIAL PLANNER™ certification from Boston University’s College of Financial Planning. This certification underscores his dedication to upholding the highest standards of education, training, and ethical conduct in the field of financial planning.

A pivotal moment in Chuck's professional journey came in 2003 when he aligned with Raymond James, a decision he considers among his top three professional choices. The others being his move to Atlanta to establish his practice and the adoption of his values-based financial planning approach.

Chuck and his family currently split their time between Atlanta and Scottsdale, AZ, enjoying the best of both worlds. Beyond his professional endeavors, Chuck enjoys spending time with his wife, Laura, and their three sons. He finds fulfillment in his faith, cherishing moments spent with family and friends, enjoying the outdoors, and passionately supporting his beloved Auburn Tigers.