Millennials Don't Trust Advisors and I Don't Blame Them.

Posted by Conner Combs on January 25, 2019

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the...

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Who Really Needs a Financial Advisor? You.

Posted by Conner Combs on January 18, 2019

You get results with a personal trainer and you get peace of mind with a financial advisor. You set goals, customize a plan, work hard, and then enjoy the results. The only difference, of course,...

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What Do You Mean by "The Chick-fil-A of Wealth Management"?

Posted by Jeff Thomas on January 14, 2019

When we describe our company to financial industry folks, we often use the shorthand description that we are building “the Chick-fil-A of wealth management”.  But, what does that mean exactly?


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2018 Year-end Market Commentary

Posted by Ethan Pollard on January 11, 2019

2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks were firmly on track for their tenth consecutive year of gains, up +10.6% on the year through Q3...

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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on January 7, 2019

100% of businesses eventually change ownership.

Who is the next owner of your business?

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