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Varun Recognized by Forbes Sixth Year in a Row
From the Headlines

Varun Recognized by Forbes Sixth Year in a Row

Varun Marneni, CFP®, CEPA has made the Forbes/SHOOK Top Next-Gen Advisors list in Georgia for the sixth year running.

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Pine Trees and Your Portfolio
Education

Pine Trees and Your Portfolio

See how pine trees parallel to portfolio management.

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The Human Side of Selling a Business
Education

The Human Side of Selling a Business

When selling a business, it’s important to focus on the implications to your business, personal wealth and family.

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Tax Moves to Consider Before Year-End
Education

Tax Moves to Consider Before Year-End

As we head into the final quarter of 2023, proactive investors should use this time to make strategic tax planning adjustments.

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Mike Hines Recognized by Barron's
From the Headlines

Mike Hines Recognized by Barron's

Mike Hines, CFP®, has been recognized by Barron's as one of Top 100 Independent Advisors in 2023.

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Atlanta Office

1475 Peachtree St. NE, Suite 750,
Atlanta, GA 30309

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Phone:
404 879 3000
Fax:
404 892 1970
Woodstock Office

3201 S Cherokee Lane, Suite 340,
Woodstock, GA 30188

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Phone:
770 345 8008
Fax:
678 401 3948
St. Petersburg Office

111 2nd Avenue NE, Suite 1250
St. Petersburg, FL 33701

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Phone:
404 879 3000
Fax:
404 892 1970

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