Conduct Rigorous Due Diligence
We pride ourselves on the rigorous due diligence we conduct when we construct portfolios.
We utilize a comprehensive array of institutional-quality analytics and tools along with fundamental, quantitative and qualitative analysis as in our investment selections process.
We see the process as our clients’ life story that captures the values, traditions, and unique circumstances that define them. We provide sound financial advice to help clients write their stories chapter by chapter. We believe that no story is the same. Therefore, our goal is to make sure that the personal planning we provide is customized for each client.
- President, Community Foundation of NE GA
- 2 Time Marathon Runner
- Coach Sons Youth Soccer Team
- Coach Sons Basketball Team
- Member of Athens Church
- Graduated from University of Georgia in 1994 with a Bachelor's Degree in Business Administration
- Series 7 / 63 / 65
- CFP 1998
- present: Financial Services Industry
- Business Retirement Plans
- Estate Planning
- Personal Retirement Planning
- Retirement Income Planning
As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.
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Scott Phelan holds the following registrations:
Securities Agent: AL, CA, DC, FL, GA, KY, LA, MD, NC, OK, PA, SC, TN, TX; General Securities Representative; Investment Advisor Representative
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