IPA Recommended
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 coordinate 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 websites of many of our financial partners.*
CPAs and Accountants
Charles L. Lewis and Associates
Charles Lewis, CPA
Patrick Brewer, CPA
4323 Mundy Mill Road
Oakwood, GA 30566
770-287-8059
Padgett Business Services
718 Oak Street
Gainesville, GA
770-287-1040
Rogers & Rudisill CPA’s P.C.
Ken Rogers, CPA
Robin Rudisill, CPA
327 Dahlonega Street
Suite 1401
Cumming GA 30040
770-886-9084
CB Smith and Associates, P.C.
327 Dahlonega Street
Suite 903A
Cumming, GA 30040
678-205-5278
Fax: 678-534-6350
Johnston & Associates, Inc.
5035 Wallace Drive
Cumming, GA 30041
770-205-2221
Fax: 770-205-2141
Wills, Trusts & Estate Planning
Boling Rice LLC
Renee D.T. Welch
Maggie A. Spaulding
207 Pirkle Ferry Road
Cumming, GA 30040
770-887-6602
Kimbrough Law
500 Jesse Jewell Pkwy SE #200
Gainesville, GA 30501
706-850-6910
Wilson Legal, P.C.
2300 Bethelview Road
Suite 110-331
Cumming, GA 30040
770-205-7861
Stewart, Melvin & Frost, LLP
200 Main St SW #600
Gainesville, GA 30501
770-536-0101
The Law Offices of Stéfanie Ceto
410 Peachtree Parkway
Suite 4245
Cumming, Georgia 30041
404-386-0844
Certified Financial Counselors
Financial Focus
202 Canton Road
Suite 209
Cumming, GA 30040
678-648-9940
Jericho Force Enterprises
11770 Haynes Bridge Road
Suite 205-207
Alpharetta, GA 30009
678-432-2323