We believe that you deserve a fiduciary relationship based around your goals, a company that embraces technology to simplify your wealth management experience, and a company dedicated to the community where you live

Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.

The Fiduciary Group, Inc. is an investment management company based out of 310 Commercial Dr, Savannah, GA, United States.

Established in 1998, Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.

After three decades of managing portfolios for institutional clients, the founders established Chatham in 1996 to provide professional, unbiased wealth management advice to individuals, families and their related foundations, as well as to manage their own financial affairs. Today, after adding a second generation of principals, Chatham remains 100% employee owned, and operates as a fee only Registered Investment Adviser. With an office in Savannah, GA and on Hilton Head Island, SC, the majority of Chatham's client relationships are regionally located within a handful of southeastern states.

RIDGELAND, TOWN OF is a company based out of POBOX 1119, RIDGELAND, South Carolina, United States.

KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards insightful and objective decisions that will enrich their lives and the lives of those around them.

Disciplined Equity Management, Inc. (DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.

Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.

Various marketing, sales management, market research and business development executive positions.

Stokes Capital Advisors is a company based out of 101 Venture Ct, Greenwood, South Carolina, United States.

We aren’t all the same. Every person has unique values, circumstances, personality, and goals, so why should financial plans be turnkey? Odyssey Personal Financial Advisors works with individuals and families who are seeking customized advice to help them reach their financial goals. An “odyssey” is a long-series of wanderings or adventures that includes both challenges and triumphs – we want to be with you through all of them. Odyssey was founded on the principle of “doing things differently” than what you’ve heard about or experienced with other financial advisors. We are committed to providing personalized, unbiased, ethically-based, and well-researched advice, bringing simplicity to complex financial situations and serenity to our clients. Our team loves working with people who are serious about their financial futures. If you’re ready to create a personal plan tailored to your long-term goals, we would love to meet you. Our office is located at 500 Sun Valley Drive, Suite A6 in Roswell, Georgia. You can reach us by phone at 770.992.4444 or visit our website at www.odysseypfa.com. Investment Advisory Services are offered by Odyssey Personal Financial Advisors LLC, a SEC Registered Investment Advisor.