About us

Our Registered Investment Advisors are highly experienced and knowledgeable in a variety of financial areas such as insurance, 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. 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 and estate planning, benefit consulting and healthcare solutions.

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Product lines

We believe in giving clients access to the best insurances at the lowest prices. We connect you to the best insurers with the best prices in 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.

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Asset Management

Partner

Q3 Asset Management

Provides a diverse blend of quantitative strategies designed to meet a wide range of investing goals. Portfolios participate in rising markets & reduce risk in down markets.

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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.

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Business 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.

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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.