Do your investments align with your values?
Our financial advisors help you meet your financial goals, while ensuring your investments align with your values.
Live Well. Finish Well.
We work with you to develop a
values-aligned approach to planning, investments, and stewardship.
For Individuals
Financial Planning
Navigate complex investment decisions to develop a financial plan that aligns with your goals and values.
Investment Management
Invest in companies that share your values and do business with integrity with our proprietary approach.
Retirement Planning
Retire to something, not from something. Prepare for a meaningful and fulfilling life.
Legacy Coaching
Develop a plan to align your legacy with your values to pass on who you are and not just what you own.
Tax Planning
Identify tax reduction and avoidance strategies when our advisors collaborate with your CPA or tax preparer.
Estate Planning
An effective estate planning strategy begins with an understanding of your unique perspective on money and the values that guide your life.
For Companies
Employee Retirement Plans
Offer your employees the ability to live aligned with their values with our retirement plan design services.
401k Employee Resources
We work with your employees individually and as a group to help them develop a financial plan that aligns with their values.
Locations
Birmingham, AL
23 Inverness Center Parkway
Birmingham, AL 35242
(205) 236-4142
Columbia, TN
710 N. Main Street, Suite 100
Columbia, TN 38401
(931) 240-0003
Florida
2020 Hwy A1A
Indian Harbour, FL 32937
(321) 777-2990
Pensacola, FL
625 E Romana Street
Pensacola, FL 32502
(850) 433-3386
Live Aligned
With What You Value Most
We help clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most.