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If you are just beginning your career or have an established practice, we might be able to work together.

1. As Your own Independent Financial Planning firm with your own branding.

We work with advisors that through-out the south east that wish to have their own independent office and would like Investment Planning Advisors to merely participate as their Office of Supervisory Jurisdiction (OSJ). The ramifications of the regulatory environment are pushing many advisors from a commission business model to more of a fee based model. We welcome advisors with quality character that are interested in building their own brand and a quality fee based business. Our goal is to assist advisors in transitioning their business and launching them to the next level of production with an efficient business process developed by our broker dealer (Cambridge Investment Research).

2. As a Financial Advisor under Investment Planning Advisors

We have built a good reputation throughout our community as a quality financial planning firm.  If you are interested in starting a career in the financial services. Our firm is growing and is committed to mentoring and training the right person to become a licensed Financial Planner. We can assist you in developing your client base through our established lead program. We have established mentoring program that can assist you in building your business. We will not churn you out the way the larger financial service organizations have been known to do.

If you are looking for a team to join and you have an established practice, we may be able to help. Our goal is to assist experienced advisors in transitioning their business and launching them to the next level of production with an efficient business process. Our focus is to be an overall resource to you over the years. If you are passionate about helping people and have the heart of a teacher, we would love to talk to you.

Our affiliation with Dave Ramsey is an earned privilege. Pat Paxton has been with Dave for over 14 years. There are only 10 advisors that have the endorsement of Dave Ramsey for the North Georgia area. As a part of our team, you can have the opportunity to work within this program that advisors have been on a waiting list for years! We do have the same philosophy that Dave has. If you believe in the way he approaches his listener audience and his philosophy, then you can potentially work well with us.

If you are an experienced advisor looking for a home or a young advisor looking to build a business, please feel free to call Pat Paxton at 770-205-4394, or submit a resume to