About us.
Our Registered Investment Advisors are highly experienced and knowledgeable in a variety of financial areas such as insurances, estate planning, sophisticated asset management, and employee benefits. Trust in our expertise to achieve the best outcome for your wealth and employee benefits.
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5.0 Google rated
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Asset classes
As an Atlanta RIA with tactical asset allocation. We work with the best portfolio managers in the industry bringing clients exceptional risk adjusted returns throughout multiple asset classes.
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Committment to our mission
Named the most innovative firm in Atlanta. Our comprehensive services include retirement planning and healthcare solutions. Talk to us about retirement planning and self-insurance.
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Product lines
We believe in giving clients access to the best insurances at the lowest prices. Allow us to be your advocate. We connect you to the best insurers with the best priced insurance.
Our Amazing Team
Our expert team ensures great service and cost effective solutions. With over 20 years of industry experience, we assist you in bringing digital benefits and institutional plan design to you and your team.
Asset Management Partner
Q3 Asset Management
Provides a diverse blend of quantitative strategies designed to meet a wide range of investing goals. Adapts by participating in rising markets & reducing risk in down markets.
Group 401(k) Partner
Lincoln Financial Group
Group 401(k) plans can reduce costs, liabilites & administrative tasks. Thoughtful solutions that help businesses offer retirement plans without owning all the responsibilites.
Benefits Partner
Allstate
Believes that everyone should have the option of quality & affordable insurance from a company they trust. They are a leading provider of coverage to over 50k groups.
Justin Campagna
Founder & Managing Member
Formerly worked in Hedge Fund & PE industries. Plantiff in liability lawsuits against Toyota, Allstate & State Auto. Loves football, italian food & educational events.