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Professional Investment Management, Personalized Financial Planning, World-Class Client Service. Among a wide variety of services that we offer, we provide all clients with attentive client service, personalized financial planning, and professional investment management, all powered by modern financial technology.

 

 


THE EXCHANGE

RECENT NEWS

Does the Fed have the right recipe?

The Federal Reserve has an anti-inflation recipe it has been following. It consists of one primary ingredient: interest rates. However,…

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MarketMissive

By: Keith Albritton

Records Lead To More Records

Today’s market has momentum to be sure. Investors are confidently navigating a minefield of uncertainties as the Fed hopes to…

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MarketMissive

By: Keith Albritton

The Conundrum of High-priced Stocks

What do you do when you find a company that you really admire, wish to invest in it, but always…

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Dividend Portfolio

By: Chris Hammond


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.