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Offering In-Person and Video Meetings

Georgia Mailing Address

4555 Mansell Rd Suite 300 Alpharetta, GA 30022

In-Person Meeting Locations


4555 Mansell Rd, Suite 300, Alpharetta, GA 30022

Norcross/Peachtree Corners

5051 Peachtree Corners Circle, Norcross, GA 30092

Sandy Springs/Perimeter

2002 Summit Blvd., Suite 300, Atlanta, GA 30319

Northwest Atlanta/Cobb County

400 Galleria Parkway, Suite 1500 Atlanta, GA 30339

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Video Meetings – Bringing the Planning to You

Many clients choose to meet us by video, and we are happy to provide those services. Save time and avoid hassle by never leaving your home/office. Mel, Steve or Scott can meet you in-person, by video conferencing, or a combination.

Easy-to-use technology to engage with your advisor.

Ideal for busy professionals, families with active kids, and those that want to avoid Atlanta’s heavy traffic.

A married couple in a laptop video conference