About Us
Our team is more than just a group of advisors; we are a family. We pride ourselves on our collaborative approach, ensuring that any advisor can step in to assist clients whenever needed.
- Founded by Ed Worrell, CFP® in 1984
- Multigenerational team
- 17 years ago, Eric Worrell joined his father; Kevin Lennon joined in 2023
- 3 CERTIFIED FINANCIAL PLANNER® professionals
- 2 Client Associates
- Serving clients in the greater Atlanta area and nationwide
Why Us
While each client has a lead relationship manager, we all work collaboratively and our clients benefit from the collective knowledge, experience, and care of the entire highly-credentialed team.
Our Guiding Principles
Trust
We earn trust by consistently putting our clients' interests first.
Integrity
We act with honesty and transparency in every recommendation and decision.
Family Values
We treat our clients like family, with care, respect, and long-term commitment.
Contact Us
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