Behavioral Wealth Management Firm & RIA with $1.34B in assets under management as of 9/30/17. We're focused on helping you make better financial & life decisions & use your wealth to create a joyful, extraordinary life. Merging superior wealth management / investment management / financial planning / tax planning / estate planning with behavioral finance, behavioral economics, neuropsychology and deep expertise guiding clients through expensive, stressful life events (retirement, selling a business, caring for elderly parents, changing careers and more). 1st Behavioral Wealth Management firm in the U.S. & have served Atlanta for >25 years.