Personal service from a professional team

When approaching major milestones such as selling your business or retiring from the workplace, it’s nice to know there’s a practice that understands your needs and hopes for the future, a practice that will take the time to get to know you.

We believe our clients are drawn to us because of our respect for timeless qualities such as integrity, hard work and family traditions and stay with us because of our principled, independent guidance on investments and our finely honed insight.

We pride ourselves on offering professional, welcoming service to the Manchester community, Coffee County and neighboring counties. Staying connected to the individuals and families we serve remains our priority.