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Tailored Financial Planning

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We are dedicated to providing the highest quality wealth management and comprehensive financial planning services to our clients and their families. We achieve this by assisting our clients in discovering their goals, aligning their resources with their aspirations, implementing solutions, reviewing progress, and exceeding our clients’ service expectations.

Our team is award-winning

George Starnes has been recognized by Barron’s and Chad Dowdy by Forbes as a Best-In-State Wealth Advisor. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

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BARRON’S LOGO REPRINTED WITH PERMISSION OF BARRON’S.ARRON’S LOGO REPRINTED WITH PERMISSION OF BARRON’S.
 
BARRON’S “TOP 1,200 FINANCIAL ADVISORS” LIST (MARCH 2022). BASED UPON DATA AS OF 9/30/2021.
 
BARRON’S “TOP 1,200 FINANCIAL ADVISORS” LIST (MARCH 2021). BASED UPON DATA AS OF 9/30/2020.
 
FORBES "BEST-IN-STATE WEALTH ADVISORS" (AWARDED APR 2023), BASED UPON DATA AS OF THE PRECEDING YEAR. DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 6/30/21 - 6/30/22. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.