3543 North Crossing Circle
The Live Oak is iconic. It is a well-loved tree in the South and the Georgia state tree. There are some critical characteristics of this impressive tree that make it perfect for our company logo. The Live Oak illustrates our team's core beliefs perfectly. The Life Oak is an evergreen tree; it is never bare. We believe that our clients deserve long-term, wise stewardship of their assets. We know our clients work hard and are committed to disciplining themselves and so they deserve to be rewarded with asset stewardship that will sustain them for a lifetime. The Live Oak grows at a moderate rate, but can reach heights of 80 feet with a canopy of 100 feet of maturity. We believe that consistent, steady growth is the preferred path to achieve long-term goals. Reaching financial goals doesn't happen overnight, it takes dedication to measure, consistent growth. The hard wood and the expansive root system allow the Live Oak tree to be extremely resistant to storms. We believe with a strong foundation guided by a personal financial plan, our clients will better endure the challenges that life may present. The Live Oak is very adaptable to soil types and tolerant of a wide range of climate conditions. We understand that the environment around us will change and our team structure allows us to anticipate some of those changes and hold each other accountable to protect our clients' interests. Finally, the Live Oak can live for centuries! We know that our task is not only about how we help clients today. We are helping families and foundations organize a strategy for generations.