Your wealth. Your future. Built with clarity and purpose.
I'm Derek, a Certified Financial Planner with over 12 years helping clients in the Greater Atlanta area build lasting wealth. I specialize in retirement planning, investment strategy, and tax-efficient growth for high-earning professionals and small business owners. I believe financial freedom is ac
“I came to Derek with a mess — student loans, no savings, no idea what my 401k was doing. He prioritized everything and made it so simple. I'm finally on track.” — Priya M. (2026-04-12)
“Derek planned our retirement income so we'd never have to worry about running out of money. We sleep better knowing someone smart and trustworthy has our back.” — Robert L. (2026-04-12)
“As a high-income earner I had no plan. Derek built me a comprehensive strategy in our first two meetings. Two years later, I'm on track to retire exactly when I want to.” — Nicole T. (2026-04-12)
“I've been burned by advisors before who pushed their own products. Derek is completely different — he's a fiduciary through and through. My portfolio has grown 34% since working with him.” — James K. (2026-04-12)
“Derek helped me make sense of my company equity and how to handle it without getting crushed by taxes. He's patient, thorough, and genuinely cares about outcomes — not just selling products.” — Cheryl W. (2026-04-12)
“I came to Derek with a mess — student loans, no savings, no idea what my 401k was doing. He prioritized everything and made it so simple. I'm finally on track.” — Priya M. (2026-04-12)
“Derek planned our retirement income so we'd never have to worry about running out of money. We sleep better knowing someone smart and trustworthy has our back.” — Robert L. (2026-04-12)
“As a high-income earner I had no plan. Derek built me a comprehensive strategy in our first two meetings. Two years later, I'm on track to retire exactly when I want to.” — Nicole T. (2026-04-12)
“I've been burned by advisors before who pushed their own products. Derek is completely different — he's a fiduciary through and through. My portfolio has grown 34% since working with him.” — James K. (2026-04-12)
“Derek helped me make sense of my company equity and how to handle it without getting crushed by taxes. He's patient, thorough, and genuinely cares about outcomes — not just selling products.” — Cheryl W. (2026-04-12)
“I came to Derek with a mess — student loans, no savings, no idea what my 401k was doing. He prioritized everything and made it so simple. I'm finally on track.” — Priya M. (2026-04-12)
“Derek planned our retirement income so we'd never have to worry about running out of money. We sleep better knowing someone smart and trustworthy has our back.” — Robert L. (2026-04-12)
“As a high-income earner I had no plan. Derek built me a comprehensive strategy in our first two meetings. Two years later, I'm on track to retire exactly when I want to.” — Nicole T. (2026-04-12)
“I've been burned by advisors before who pushed their own products. Derek is completely different — he's a fiduciary through and through. My portfolio has grown 34% since working with him.” — James K. (2026-04-12)
“Derek helped me make sense of my company equity and how to handle it without getting crushed by taxes. He's patient, thorough, and genuinely cares about outcomes — not just selling products.” — Cheryl W. (2026-04-12)
“I came to Derek with a mess — student loans, no savings, no idea what my 401k was doing. He prioritized everything and made it so simple. I'm finally on track.” — Priya M. (2026-04-10)
“Derek planned our retirement income so we'd never have to worry about running out of money. We sleep better knowing someone smart and trustworthy has our back.” — Robert L. (2026-04-10)
“As a high-income earner I had no plan. Derek built me a comprehensive strategy in our first two meetings. Two years later, I'm on track to retire exactly when I want to.” — Nicole T. (2026-04-10)
“I've been burned by advisors before who pushed their own products. Derek is completely different — he's a fiduciary through and through. My portfolio has grown 34% since working with him.” — James K. (2026-04-10)
“Derek helped me make sense of my company equity and how to handle it without getting crushed by taxes. He's patient, thorough, and genuinely cares about outcomes — not just selling products.” — Cheryl W. (2026-04-10)