I co-founded Atticus Wealth Management in June 2018 along with two partners, Doug Bartolf and E. Carter Morris IV. We are a SEC registered holistic wealth management firm that serves clients across the country. Our firm specializes in data based financial planning solutions coupled with professional asset management designed to meet our client's long-term goals. Our multi-generational firm provides clients with a unique view of their family situation. We utilize the latest technology paired with the direct personal attention that every client deserves.