Investment Management

For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.

Financial and Retirement Planning

Financial planning is a significant element of our team's overall and proprietary process. It is this process, where we take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.

Tax and Estate Planning Strategies

We have all heard that there are only two certainties in life - death and taxes. Our team and process ensures careful planning around both subjects.


We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present.
Where Clients Are Family

While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a unique perspective and provide advice that is more catered to each of their needs.

Learn More

Bryan Kelly, CFP®, CDFA, APMA®
Vice President | Financial Advisor

Adam Dutton, RICP®, APMA®
Vice President | Financial Advisor

Paula Keylon
Senior Client Administrative Manager

Mindy Kelly
Senior Client Administrative Manager

Meet the Team

"Love the life you live. Live the life you love" - Bob Marley

Our Office

1307 E. Main Street, Suite 108
Chattanooga, TN 37404

Phone: (423) 826-8600

Contact Us

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck