Find out more about these investment professionals on FINRA'S BrokerCheck >

Legacy

Discover a family dedicated to serving the needs of wealthy families.

READ MORE

Tradition

The most successful families pass along values through stories and traditions. Read about ours in an article entitled “Family Tradition” in Georgia Magazine, The magazine of The University of Georgia.

READ MORE

Congratulations

Malcolm H. Liles was recognized by The Financial Times as one of their “FT Top 400 Advisers” in 2020. This is the fourth time he has been honored by The FT.

READ MORE

Congratulations

William N. Liles, CFA, CFP®, CIMA® was recognized by InvestmentNews’ as a member of their 2021 class of “40 Under 40.”

READ MORE