Experience Makes all the difference
Our practice is built around multi generational wealth planning and we oversee full implementation of our client's plan. We deliver a formal planning and investment process with unparalleled service and attention to detail. We have been working with clients to protect their assets through every bear market, crash and crisis since 1983. As intense students of the markets, economics and politics, we are well equipped to help our clients navigate the challenging times ahead. Our primary goal is to use our personalized process of planning and execution for our clients so they gain peace of mind.
Hugh L. Stephenson, CFA®
Senior Vice President - Wealth Management
Financial Advisor
Chartered Financial Analyst®
Wealth Advisor
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404-760-3115
Cromwell Baun, CFA, CIMA®, CFP®
First Vice President - Wealth Management
Financial Advisor
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Visit my personal page
404-760-3246