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Deeply rooted in your success.
Focused on your financial future.

For over two decades, we've provided the kind of personalized financial guidance that successful entrepreneurs and high net worth families require to build and preserve generational wealth. Our proven expertise in business transitions and complex wealth management delivers the results that matter most to you and your family.

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Who we serveThe clients we serve

We work with successful entrepreneurs and affluent families who need sophisticated financial strategies that match their achievements.

Successful Business Owners

Successful 
Business Owners

Entrepreneurs who have built valuable businesses need comprehensive strategies for growth and exit planning.

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Local Construction-Related Owners and Executives

Local Construction-Related Owners and Executives

Industry professionals who understand the unique financial challenges and opportunities within the construction sector.

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Affluent Families

Affluent Families

High net worth families focused on wealth preservation, legacy planning, and multi-generational financial strategies.

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How we helpOur Approach

Wealth management for business owners and affluent families requires expertise that goes beyond traditional investment advice. We address every aspect of your financial life through coordinated strategies designed to optimize your business and personal wealth simultaneously.

Portfolio Management

Disciplined, long-term investment strategies designed to generate consistent returns while managing risk for sophisticated investors.

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Financial Strategies for Business owners

We help you develop strategies that integrate your personal and business financial goals including tax planning, succession planning and exit strategies.

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Financial and Tax Planning

We help you develop a roadmap to achieve your financial goals and identify tax planning and savings opportunities along the way.

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Estate & Legacy Planning

Wealth transfer strategies that protect your family's future while minimizing taxes and preserving your philanthropic intentions.

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Who we areYour Trusted Financial Partners

Who we areYour Trusted
Financial Partners

Founded in 2001 in Peachtree Corners, we bring over two decades of experience serving successful business owners and affluent families who demand sophisticated financial guidance. Our combination of business ownership experience and investment expertise allows us to provide the comprehensive advice and exceptional personal service that complex financial situations require.

  • Our core values are integrity, dependability and trustworthiness…but we understand that trust must be earned.

  • Our strategies and recommendations begin with understanding who you are, where you’re from and where you want to go.

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  • We do more than “give back” to our community. We actively encourage and support our clients’ charitable interests.

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  • Inspired by the 1st Psalm, the tree represents our values and approach. "Blessed is he who trusts in the Lord...He's like a tree planted by streams of water which yields fruit in every season and whose leaves never wither. Whatever he does prospers."

Our Community

Community Spotlight: Childs Company Sponsors Promise686 2026 Fall Benefit: It’s Black & White…

Community Spotlight: Childs Company Sponsors Promise686 2026 Fall Benefit: It’s Black & White…

We are proud to sponsor the 13th Annual Promise686 Fall Benefit on Thursday, November 5, from 6 to 10 p.m. at Flourish Atlanta in Buckhead. Childs Company will serve as a primary sponsor of the event.


Founded in 2009 and based in Peachtree Corners, GA, Promise686 works to end the child welfare crisis.

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Childs Company Sponsors Corners Outreach 2026 Annual Gala: Rooted in Community

Childs Company Sponsors Corners Outreach 2026 Annual Gala: Rooted in Community

We are proud to announce that Childs Company will serve as a primary sponsor of the Corners Outreach 2026 Annual Banquet, Rooted in Community, which will be held on Thursday October 29th at 6pm at the Corners Outreach Community Center in Norcross, GA. 


Founded by our friend and client Larry Campbell, Corners Outreach is on the cutting edge of non-profit work.

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Community Spotlight: Matthew Benvegna, Brand President – Great Day Improvements

Community Spotlight: Matthew Benvegna, Brand President – Great Day Improvements

We are pleased to recognize and congratulate our friend and client, Matt Benvegna of Apex Energy Solutions, on his recent appointment as a Brand President with Great Day Improvements.

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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

How to get started?Let's begin the conversation!

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