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Here, it’s all about the
client experience.

Our goal is to make planning for the future simple for you.

Why is service so important to us? Because it’s important to you. It’s important that you have fast, easy access to all your account information. It’s important that you get immediate answers to your questions and concerns. And it’s critical for you to know you have a financial partner you can call, you can trust, and who is always looking out for you.

Every one of our clients are unique, and success will look different for each and every one of them. Your life doesn't fit into a box and neither should your plan.

Meet Our Team

For us, sound advice and dedicated service are the pillars of success for our business. Our job is to help our client take their capital, their hard earned dollars, and turn it into the engine for their goals and dreams through thoughtful planning, institutional caliber investment management, and creative solutions to fit their unique needs.

Founder + Wealth Advisor

Brent B. Blair
(770) 825-3162

Growing up in Georgia, one thing that you will learn is that communities here are tight knit. It’s something that has shaped me as person, grounded me as a husband, and humbled me as a financial advisor. I even met my wife, Lindsey, through a blind date with friends because both of our friends knew that we were made for each other. We believe in looking after one another and working together to secure a better future.

Read Full Bio
Tiffany Gieselmann
Client Services Associate

Tiffany Gieselmann
(314) 527-1090

Rick Wedell
Chief Investment Officer

Rick Wedell

Learn More About Our Approach

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our business so that we can spend our time doing what we love — serving you, our clients. Click here for more information on these awards.

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch


  • Fidelity Investments
  • Charles Schwab

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