Welcome to Our Macon Office

Experienced Financial Advisors in Macon, GA

Macon Hero

Since 1998, we have helped individuals and business owners in Central Georgia find the confidence that comes with carefully designed financial plans. Our job is to help you, our clients, achieve your investment goals, so you can be more secure for the future. Whether your first priority is planning for retirement, exit planning for your business, managing a 401(k)-pension plan or creating a tax-efficient estate plan, we can help organize your financial life. Our team combines local expertise with the strength of a national firm to guide your financial journey.

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Christopher Blackmon
Christopher Blackmon Signature
Christopher Blackmon Managing Director
Macon
Cathy Miller
Cathy Miller Signature
Cathy Miller, MBA, CFP®, CDFA®, CRPS® Sr. Wealth Advisor, Sr. Director
Macon
Andrew Medders
Andrew Medders Signature
Andrew Medders, CFP® Sr. Wealth Advisor, Sr. Director
Macon
Brian Sullivan
Brian Sullivan Signature
Brian Sullivan, CFP®, MBA, EA Sr. Wealth Advisor, Sr. Director
Macon
Ready to get in touch? My team and I are here to help.
G. Merrick Estes, Jr.
G. Merrick Estes, Jr. Sr. Vice President
Macon

Macon

125 Plantation Centre Dr. S
Bldg. 400
Macon, Georgia 31210

Phone: 478.474.7480

Macon Offices Fast Facts & Specialties

  • Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust services
  • Serving over 250+ households with over $490 million in assets under management
  • We are fiduciaries.  Your interests come first.

Meet a Few of Our Talented Advisors

Our team is deeply embedded in the Macon community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

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Sr. Vice President, Macon