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