What makes Linea a good fit for me?

We want to be a part of your journey – we work best with individuals and families who wish to develop a dedicated planning partnership. Our primary focus is on helping you protect and grow your wealth – now and for future generations. We do this by identifying planning and investment opportunities and designing strategies that align with your core values, prioritize your goals, and manage risk. We complement this expertise and diligent oversight with a concierge approach to client service, building relationships that last for years to come.

Do I have to live in Atlanta to work with you?

Our office is in Atlanta, Georgia, but geography doesn’t prevent us from developing successful client-advisor relationships. Today’s virtual world enables us to connect with you no matter where you live. We have clients from different states across the country.

Do you have account minimums? Or Net Worth?

We suggest you give us a call. We prefer to handle every situation on a case-by-case basis. Often, we work with multi-generational families and recognize that each member is at a different stage of life.

Do you charge for an initial consultation?

Your first meeting with us is always complimentary. We believe that client-advisor relationships should start with establishing trust through open communication. We want to know your story – where you came from, how you got to where you are now, and where you would like to go from here. This initial conversation allows everyone to determine if we are a mutual fit for a dedicated planning partnership.

What is a fiduciary? Are you a fiduciary?

Being a fiduciary means that as a financial advisor, you have a legal obligation to act in an honest and trustworthy manner by putting your clients’ best interests first. At Linea, we take this standard of care to heart – we understand our recommendations and guidance have the power to shape your financial future. We operate in a fiduciary capacity for all our clients.

Why is it important to work with a Certified Financial Planner (CFP®)?

Many investment professionals are qualified to give you financial advice. However, what separates a CFP® from all other advisors in the industry is the education and certifications we have spent years satisfying. When choosing a financial planner, you should feel confident that a CFP® is qualified to offer the expertise and service you deserve. Click here to learn more.

What does it cost to work with you?

We have a standard fee schedule based on your invested assets with us. We take pride in the fact that our costs are straightforward and fully disclosed. We also provide fee-based consulting on a case-by-case basis. If you have any questions before scheduling a consultation, please give us a call at 770-731-8500.

Why should I pay an advisor? Can’t I do it myself?

Properly managing your investments and making the right financial decisions takes time, skill, and effort. Deciding whether you find value in working with a fee-based advisor depends on how important you consider these decisions for your future and if you feel qualified to make them yourself. We have decades of experience providing comprehensive financial planning, estate planning, and investment management services to people just like you. Schedule some time to discuss your concerns with us – we’re here to help.

How do we keep your money and personal information safe?

Your privacy is our top concern. When you work with us, you can be confident that we treat your personal information as if it were our own. Beyond partnering with our broker-dealer, LPL Financial, to ensure we are going above and beyond in protecting your information, our team is vigilant in utilizing leading-edge anti-virus software and file encryption.

What does being independent mean?

We are not affiliated with any banks or insurance companies. We have no proprietary products. That means we work for you 100% of the time. Our job is to get you the best product or solution that fits your needs.

Plan For A
Smoother Journey

Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.

Plan For A
Smoother Journey

Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.