Broker Check

Our Team

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial solutions and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Matt Stahl CFP®

Partner

706-584-7271

706-584-7346

[email protected]

Matt Stahl Certified Financial Planner ™ began his career in the finance industry first dealing with high cost loans, and later as a financial advisor. Matt has over 14 years of experience as a...

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William “Billy” Newby CFP®

Partner

706-584-7271

706-584-7346

[email protected]

William “Billy” Newby Certified Financial Planner™ has over 17 years experiance in the financial industry.

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John Durden

Financial Advisor

706-388-9565

[email protected]

I have a strong desire to create financial plans and give financial advice that makes clients’ lives better.

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