Malcom has over forty years’ experience as a financial advisor helping retirees in Atlanta and the surrounding areas of Dalton, Dunwoody, and Marietta achieve their financial goals. It is our desire to help clients be good stewards of their finances.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
