It’s Not How Much You Make- It’s How Much You Keep.

Whether you are an independent contractor, sole proprietor, or owner of a business with a few or many employees, there are retirement plan options that can benefit you as the business owner, as well as your employees. Most of the tax benefits vary based on income and the type of business sponsoring the plan.

Our team of experts have put together an incredible guide to get you started.


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Our firm was founded in 2015 by Alan Conner and Joseph Sroka, both tenured investment industry professionals. We manage investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments and foundations. We also provide sub-advisory services for other investment advisers.


Let’s chat. Call us at  404.445.7885 or fill out the form below to get in contact with us.