Professional Partnerships


Professional Partnerships

Financial Planning does encompass all the different components of your financial life. However we cannot be experts in all of those different components. As a result, we work closely with other financial professionals that will be able to assist you in your area of need. Quite often we co-ordinate the introduction and sit beside you while we work with those other financial professionals. In doing so, we are able to simplify the work you have to do when working with that other financial professional. And hopefully keep your costs to a minimum. Below, you can find a link to the website of many of our financial partners.

Certified Public Accountants

Charles L. Lewis and Associates
Charles Lewis, CPA   
Patrick Brewer, CPA   
4323 Mundy Mill Road
Oakwood, GA 30566
Janet Kaup   
718 Oak Street
Gainesville, GA
Ken Rogers, CPA   
327 Dahlonega Street  suite 504 Cumming, GA 30040 770-886-9084
Robin Rudisill, CPA   


Kristina M. Lott, CPA  


Wills, Trusts and Estate Planning

Renee D.T. Welch  
Maggie A. Spaulding  
207 Pirkle Ferry Road
Cumming, GA 30040
John A Gram  
405 Washington Street, NE
Gainesville, GA 30503
Michelle Wilson   
2300 Bethelview Road Suite 110-331
Cumming, GA 30040

Special Needs Planning, Elder Care and Financial Counselors

Maria O. Keller    
106 Kelly Mill Road
Cumming, GA 30040

Michelle Wilson   
2300 Bethelview Road  Suite 110-331
Cumming, GA 30040


Parkey Thompson  
202 Canton Road, Suite 209
Cumming, GA 30040



The professionals and firms listed are not affiliated with Cambridge or Investment Planning Advisors.