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WHAT WE DO
Holistic Wealth Management
Private Investments
Tax Planning
Estate Planning
Special Needs Planning
401k Plans For Businesses
WHO WE SERVE
Families & Individuals
Entrepreneurs & Business Owners
Professionals
Late-Career & Retirees
Unexpected Life Events
Baseball Players
WHO WE ARE
CAREERS
BIP ALLIANCE
BIP Alliance
The Money Advisor Group
RESOURCES
CONTACT US
JavaScript is disabled in your browser. Please enable JavaScript for a better experience.
WHAT WE DO
Holistic Wealth Management
Private Investments
Tax Planning
Estate Planning
Special Needs Planning
401k Plans For Businesses
WHO WE SERVE
Families & Individuals
Entrepreneurs & Business Owners
Professionals
Late-Career & Retirees
Unexpected Life Events
Baseball Players
WHO WE ARE
CAREERS
BIP ALLIANCE
BIP Alliance
The Money Advisor Group
RESOURCES
CONTACT US
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Meet the
Advisors
Team
John Ray, J.D.
Personal Wealth Advisor
John is an Atlanta-dwelling family man who loves to play…
Kyle Schmidt, CFP®
Personal Wealth Advisor
Kyle has spent the last 12+ years serving families to…
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