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Jeffrey Toney
Bryan Ellis

Our firm is about our clients; the advice and service we provide to you. 


I was one of those kids who became interested in the stock market at a young age.  In fact, I bought my first stock, Southern Company, at the ripe old age of 13.  My entire education background was focused on the Investment industry.  I hold a BBA in Finance from Mercer University and an MBA in Finance with a concentration in Investments, from Georgia State University.  Same story with my work experience; entirely focused on the Investment industry.  I have experience as an analyst, due diligence officer and stockbroker.  Finally achieving my life goal of having my own investment advisory firm.

Good day, and thank you for visiting our site. I've been involved in business management, sales and investment/retirement solutions for nearly 30 years. One thing that I have learned, that some folks are looking for an elevated level of service and not to be looked upon as just another number. Look no farther, we are large enough to serve you and small enough to care. Where you will always be met with a warm hello and handshake.

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