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About Us

Stephen (Steve) Kilpatrick BFA™, CFP®

CEO

Steve Kilpatrick is a Behavioral Financial Advisor™ and CFP Board CERTIFIED FINANCIAL PLANNER™ with over 27 years of experience in the financial services industry. He is a Registered Principal with the firm and is an Investment Advisor Representative. A graduate of Stetson University, Steve previously worked as a Certified Public Accountant (CPA) focusing on corporate auditing and taxation.

Steve is a member of The Atlanta Estate Planning Council (AEPC) and The National Association of Christian Financial Consultants (NACFC.org). He has served on the Small Business Advisory Board for the Georgia Chamber of Commerce and is active with Atlanta's Junior Achievement.