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The Art of
Retiring Well

Fee-only investing and planning from your prime earning years through retirement.

SEC-Registered RIA · Independent since 2007 · Marietta, GA

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Investing / Planning

Most firms are built around investments or planning.

We're built for both. 

"Will provided an investment and retirement plan framework...Our retirement and tax planning with Jonathan have been excellent. We're in good hands with the Sentara team."

- Scot & Laurel McLeod, 

Client Review

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Market Insights

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Goals-Based Approach

The Big Picture

  • Planning First: We begin every relationship with a comprehensive financial plan. We identify your goals and map out a specific strategy to reach them, creating a tailored investment allocation designed to get you there.
     

  • Active Management & Communication: We continuously monitor your portfolio and conduct regular investment reviews to keep you on track. Beyond investing, we guide you through broader financial planning topics with proactive
    communication—our firm’s specialty.
     

  • Market Education: We provide regular educational videos that cut through the noise, breaking down complex market trends into clear, straightforward insights you can actually understand.

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Ascent 

Build Your Foundation

Grow your wealth, navigate life's milestones, and establish a strong financial future.

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Horizon

Prepare for What's Next

Transition from building wealth to protecting it with a clear retirement strategy.

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Summit

Protect Your Legacy

Preserve your wealth, generate income, and enjoy the rewards of a lifetime of planning.

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Your Money. Your Future. Our Loyalty.

You worked hard to build your wealth; you deserve an advisor who works just as hard to protect it. As a fiduciary firm, we are legally and ethically bound to act in your best interest—always. No hidden agendas, just clear advice aligned with your goals.

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Technology

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Financial Monitoring: eMoney

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eMoney is a secure, personalized digital portal that gives clients a complete view of their finances—investments, spending, and goals—all in one place. Track your net worth, store important documents, and monitor progress toward your goals.

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Portfolio Access: Schwab

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Schwab provides clients with a secure, user-friendly digital platform to access and manage their investment accounts. View holdings, review transactions, and access tax documents with institutional-grade security.

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