About Our Atlanta Advisory Team

The advisory team in our Atlanta, GA office provides independent, customized investment counsel to institutional, corporate, and individual clients nationwide. In an industry rife with conflicts of interest, we are a fee-only firm focused exclusively on providing objective, exceptional advice and service to our clients.

Connect with the Atlanta team to assist in getting you on the path to financial success.

Acquired by AssuredPartners on 9/15/24.

Your Atlanta Advisory Team

Chuck Osborne
Charles E. Osborne, CFA®
Financial Advisor
Michael Smith
Michael D. Smith
Financial Advisor

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