Broker Check
Stephen (Steve)  Kilpatrick BFA™ CFP®

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 ( He has served on the Small Business Advisory Board for the Georgia Chamber of Commerce and is active with Atlanta's Junior Achievement.