Broker Check

Frequently Asked Questions

  • Childs Company is located in Peachtree Corners at 655 Engineering Drive in Technology Park. We provide services to clients located in Peachtree Corners, as well as neighboring communities including Johns Creek and Alpharetta. Additionally, we serve a diverse client base across metro Atlanta and throughout the United States.

  • Successful business owners face complex financial decisions as they grow, transition and protect their companies. We provide comprehensive financial planning, tax planning, and tailored investment strategies designed specifically for business owners. In addition, we support clients with critical long-term planning needs -- such as succession planning, exit strategies and estate planning to help safeguard their business and personal legacy.

    See more at Financial Strategies For Business Owners section on our website.

  • With more than 35 years of experience, our strategies are built upon a fiduciary and independent advisory approach. This ensures our clients receive unbiased advice tailored to their unique financial goals, helping them maximize returns and minimize risks. For business owners and partners, we develop strategies that take into consideration their investments in their businesses, real estate, and more. For example, we help business owners integrate succession planning, tax optimization, and real estate portfolio management into their overall financial strategy.

    Discover how customized investment strategies can drive your business’s growth, optimize your financial outcomes, and support your long-term goals. Explore the Investment Strategies for Business Owners section of our site to see how expert guidance can set your business on the path to lasting success.

  • We take pride in providing services to several clients who have established their careers in the construction industry. We have developed extensive experience and expertise working through their unique and complex business and personal financial needs. We are also active supporters of ABC Georgia, Associated Builders and Contractors, regularly participating in their industry events and initiatives to promote workforce development and uphold the highest safety standards in construction. Our ongoing involvement reflects our commitment to strengthening the industry and supporting the professional growth of its members.

    Discover how WH Bass achieves excellence through partnership and precision: WH Bass: Building Excellence Through Partnership and Precision

  • Affluent families and high net worth individuals require sophisticated financial strategies that match their achievements. We offer holistic financial advisory services—including investment management, tax planning, retirement planning, and estate planning—delivered through a personalized and integrated approach that sets us apart. By aligning our strategies with your unique goals, we help you achieve lasting financial security and peace of mind.

    See all the ways we can help you achieve your goals: Our Solutions

  • We develop integrated, long-term plans that combine investment management, estate planning, and family wealth strategies, helping clients minimize tax liabilities and maximize the impact of their legacy. Our approach considers each family's unique situation to deliver customized solutions for long-term financial success. For example, we have helped families navigate complex succession planning, enabling them to preserve wealth and transition assets smoothly across generations. By working collaboratively, our clients benefit from customized strategies that strengthen generational wealth and provide peace of mind for the future.

    Explore our Blog: Strategies For Building Generational Wealth Discover actionable insights, practical tips, and expert guidance designed to help you grow and protect your assets for generations to come. Click to learn how you can secure your family's financial future today.

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