We have a passion for helping clients and empowering them to make more informed decisions.

Our team of professionals has 50 years of combined experience in retirement planning, college funding, career development coaching, business consulting, and corporate funding. The team consist of Fiduciaries, Retirement Planners, Tax Strategist, Healthcare Experts, Estate Planners, and Business Consultants.

Gregory L. Carter, ASBC® CES™ CF2 CIS™

Managing Partner


Our founder, Gregory L. Carter, serves as Managing Partner for the firm. Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant®, a Certified Financial Fiduciary®, a Certified Estate & Trust Specialist™ and a Certified Income Specialist™. Greg is a past president of the Atlanta Chapter of the American Financial Education Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants®, the National Association of Certified Financial Fiduciaries® and the National Association of Insurance and Financial Advisors.

Greg is now an AUTHOR! His book is titled Make It Matter! and Greg’s contribution is a chapter titled Make Your Money Matter!