Broker Check

Martinez Office

4210 Columbia Road

Suite 13 B
Martinez, GA 30907

Financial planning for business owners and families searching for tax focused approaches to wealth management and retirement/401(k) solutions since 1998.

Building Solid Financial Foundations


We are committed to understanding your values and what you want to
accomplish with your assets.
We believe that the one-on-one relationships we develop help foster mutual trust and respect and allow us to concentrate on helping you pursue your life goals and plan for your legacy.

Building Solid Financial Foundations

Building Solid Financial Foundations

Set a goal and we will help you pursue it.

Learn more
Establishing Money Goals

Establishing Money Goals

A firm financial foundation is good, but achieving what matters most to you is important.

Learn more
Invest with Confidence

Invest with Confidence

We will work toward what financial success means to you.

Learn more

Services

Our mission is to understand you and your priorities. We will take the time to ask hard, smart questions and to listen carefully. Then we will look to understand where your wealth stands today and where you would like it to be tomorrow. Helping you design, implement and monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment volatility. The financial planning approach is about using investment tools to help turn goals into reality.

Team Approach

Team Approach

The GraniteArch team starts every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.

At GraniteArch, we spend time getting to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, we are capable of customizing financial strategies together. Using an understanding of your priorities and investment personality as a foundation, the GraniteArch team will help you access the full breadth of resources that are able to service and address all aspects of your financial life.

What Sets Us Apart

We work exclusively for you.

Our independence gives us the freedom to recommend whatever financial products, services, and strategies will best meet your needs and objectives.

Your needs and interests come first to us, as fiduciaries.

As a Certified Financial Planner Practitioner, we have a legal fiduciary duty to act in your best interest at all times, put your interests ahead of our own, and disclose potential conflicts of interest before we provide you financial advice.

Clients are at the forefront of our meeting process.

We purposefully work with a limited number of clients and gladly offer a series of meetings to determine if we’re a good fit to work together. Tony calls these “kick the tires” meetings so take advantage without obligation. Besides, when it comes to matters of great importance, a second opinion is always refreshing.

We offer a complimentary Portfolio Stress Test

We’ve identified economic scenarios that we believe could occur in the next few years. Based on those scenarios, we “stress test” your portfolio to determine its vulnerabilities. Based on our analysis, we offer suggestions on how to restructure your portfolio to help you weather the next market meltdown.

Note: These tests are purely hypothetical and for illustrative purposes only. Their accuracy is not guaranteed.

Invest with comfort and confidence, thanks to our exclusive investment strategy design.

Our proprietary strategies focus on a common sense approach to designing your managed portfolio. Transparency, liquidity, and cost are priority areas for many clients, while others prefer the added benefit of portfolio insurance available through global insurance and annuity companies.

We're more than money managers. We're planners.

Our comprehensive planning and management services encompass all aspects of our financial life. You’ll feel confident that your financial affairs are in order, you’ll have a plan to pursue your goals, and you’ll have a trusted advisor to oversee your family’s finances.

Implement the world's wealthiest families' approach to preserving & multiplying wealth over generations.

One of the keys to effective wealth preservation is using the tax code to your advantage to minimize taxes throughout life and at the time of one’s passing. We often find these concepts to be confusing and under-utilized by many clients, and even many financial advisors.

We put our money where our mouth is!

When appropriate, we own the same investments, insurance and other financial products which we recommend to our clients. We never recommend any financial strategy or plan that we would not own or implement ourselves, OR which is not the best, most appropriate solution for your individual needs and objectives.

Have a Question or Schedule An Appointment

Thank you!
Oops!

Retirement Is Right Around the Corner

In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.



Thank you! Oops!