Welcome Letter from Brian


I would like to start by thanking you for the opportunity to earn your business. As we get to know each other, my goal is to demonstrate to you the value of working together.

While often people focus on highest returns or beating the market, my goal is the help you achieve the best risk adjusted returns to your goals. Said another way: did we get the right return for the risks we wanted/needed to take? Everyone wants to earn money. No one likes unnecessary risks. This is where finding the balance between the right amount of risk for your investments is paramount.

In order to help us understand what the right amount of risk is needed, we will go through our comprehensive eMoney planning process. This unique and thorough planning process is guided by you, the client, to whatever level of complexity you would like. This is the foundation of our relationship and my recommendations. This plan helps us with topics like: Investments, Insurance, Estate Planning, College Planning, etc.

Besides focusing on risk adjusted returns and eMoney planning, my job as your Financial Advisor is to help you understand the why or rationale to my advice. Therefore, I take my role as your Advisor to be more than just investment recommendations. It is my goal to be able to provide the information necessary to give you confidence with my recommendation, the markets, and the goals we establish for you.

Again, thank you for the opportunity to get to earn your business, and I look forward to getting to know you more.


Brian S. Whatley, CIMA®
Senior Financial Advisor
Vice President – Investment Officer