Contact Us

&Partners is a wealth management platform providing broker-dealer and registered investment advisor services to independent financial practices. We partner with them because they provide institutional resources—investment platforms, custody through Fidelity, compliance support, and professional development—while allowing us to remain independently owned and operated. This means we can focus on serving your interests without the conflicts that can arise from working for a large financial institution. Your assets are custodied at Fidelity National Financial Services (NFS), one of the industry’s leading providers of asset custody and safekeeping.

We’re compensated through advisory fees on assets we manage and commissions on certain insurance products. Our fee structure is disclosed in writing before you become a client, and we’re happy to discuss how compensation works during our initial conversation. We believe transparency about costs helps you make informed decisions.

Several factors distinguish our practice:

1. Our deep commitment to knowing our clients on a personal level and having open communication. You have our phone number, and we are on call.
2. Innovative strategies not found at other firms.
3. Fee Transparency. Do you know what you are paying your other advisor?

We focus on helping balance growth potential with risk management through diversified strategies aligned with your specific goals, time horizon, and risk tolerance. We emphasize tax efficiency, scheduled rebalancing, and striving to avoid unnecessary complexity. Through our &Partners platform, we can access alternative investments and structured products that help provide additional diversification options beyond traditional stocks and bonds.

Yes. While many of our relationships originate from the Southeast, we serve friends and families and maintain relationships throughout life’s transitions. We are licensed in many states and serve our clients throughout the US and internationally.

We work with hard-working Americans who want to accomplish their retirement goals and families who have built businesses from the ground up. Generally, our clients value personal relationships, local presence, and appreciate working with advisors who understand their community and life experience.

At minimum, we plan to conduct comprehensive annual reviews with each client. Many clients prefer more frequent contact. We tailor our communication to our clients’ needs.

For an initial consultation, just bring questions and any information you’re comfortable sharing about your financial situation. If we decide to move forward with comprehensive planning, we’ll provide a detailed checklist of documents and information we’ll need, including recent account statements, tax returns, insurance policies, and existing estate documents.