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Our commitment to providing you with careful and objective advice can only come from our commitment to staying on top of industry best practices and market conditions. We have consistently held this view over our firm’s 40 years of service, allowing our breadth of expertise to run deep. Therefore, we are ready for your unique crossroads as soon as they arise.

We invite you to look through our variety of current information below we thought you might find of interest.
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Embracing the Power of Artificial Intelligence
Education

Embracing the Power of Artificial Intelligence

David Hunter, CFA, CAIA, CSRICTM , Chief Investment Officer & Brooks Garrett, Associate

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6 Things to Add to Your Summer Plans
Education

6 Things to Add to Your Summer Plans

Sheila Hines, FPQP™ , Manager, Client Services

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Historical Overview of the Debt Ceiling
Education

Historical Overview of the Debt Ceiling

Blake Flood, CFP®, Chief Market Strategist & Senior Vice President, CPC

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The Little Investment Firm that Could
Team News

The Little Investment Firm that Could

Mike L. Hines, CFP®, President and Founder

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Phone:
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Fax:
404 892 1970

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