Welcome to Our Macon Office

Experienced Financial Advisors in Macon, GA

Macon Hero

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Christopher Blackmon
Christopher Blackmon Signature
Christopher Blackmon Sr. Wealth Advisor, Sr. Director
Macon
Cathy Miller
Cathy Miller Signature
Cathy Miller, MBA, CFP®, CDFA®, CRPS® Sr. Wealth Advisor, Sr. Director
Macon
Andrew Medders
Andrew Medders Signature
Andrew Medders, CFP® Sr. Wealth Advisor, Sr. Director
Macon
Brian Sullivan
Brian Sullivan Signature
Brian Sullivan, CFP®, MBA, EA Sr. Wealth Advisor, Sr. Director
Macon
Ready to get in touch? My team and I are here to help.
G. Merrick Estes, Jr.
G. Merrick Estes, Jr. Sr. Vice President
Macon

Macon

125 Plantation Centre Dr. S
Bldg. 400
Macon, Georgia 31210

Phone: 478.474.7480

Macon Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that half of our client-facing team firm-wide are women.

Meet Our Talented Advisors

Our team is deeply embedded in the Macon community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

Sr. Vice President, Macon