Offices in GA and TX
Most advisors react. We anticipate.
Proactive tax strategy, collaborative portfolio wealth management and estate planning for people who have outgrown the cookie-cutter two-question model.
The Problem
You've been here before.
You've sat across from an advisor who only asked two questions, as they pull out the same cookie-cutter template they use for everyone, and say “wire your money here”! You deserve better.
Our Approach
What makes us different isn't subtle.
Education-First Philosophy
90% of our job is education because WHY is always more important than WHAT. Informed decisions are better decisions, and we want you making them with confidence.
Teach, don't just tell →Proactive Tax Strategy
We don't wait for tax season. Year-round planning to help the overtaxed become fairly taxed, including DSTs, 1031 Exchanges, Roth Conversions on Large 401k's/IRA's.
Year-round, not once-a-year →Collaborative Team Approach
We work alongside your CPA, your attorney, and you. Your advisory team coordinates so nothing falls through the cracks.
Your whole team, not just us →Built for Complexity
As situations change and portfolios grow, your advisory team needs to be nimble enough to handle anything. That's what we prepare for.
Ready for what's next →Our Team
The people behind the strategy.
Chip Strickland
Principal
Chip entered financial planning in 2009 after more than a decade running his own small business. That hands-on experience shapes a personalized, independent practice built around real-world insight.
Series 7 & 66 | Registered in 7 states
Cary Hise
Principal
Cary specializes in high-income and high-net-worth retirement strategies. His focus is building lasting relationships grounded in trust, education, and transparent advice.
Series 6, SIE, 65, 63 | Registered in 5 states
As situations change and become more complex, your advisor team needs to be nimble enough to handle anything and everything.
Chip Strickland
Principal, Foothills Financial Strategies
Ready for a different kind of advisor?
You've been underserved by the two-question model, let's talk about what proactive wealth management actually looks like.