Why Choose Us?

 

Your journey

Throughout our process, we will listen to what's important to you and develop customized financial and retirement benefit strategies that can help turn your goals into reality.

 

Our philosophy

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different.

 

Our team

Our team of professionals helps plan your future, so you have the confidence to focus on what's truly valuable.

Our Services

Who We Are

AdvisorySouth is an independent financial services firm whose advisors specialize in investment management, retirement plan consulting, and financial and estate planning services. We have one simple mission. Building and preserving wealth and guiding our clients to a secure and successful financial future. With an average 20+ years of experience, our goal is to help make sure that each individual and business client is on solid ground from a financial, investment and retirement fiduciary perspective, now and for years to come.

What We Do 

Office Locations

Our Business Relationships

With a Little Help from Our Friends

In order to provide the best service possible, we work with some of the most reputable firms in the financial industry. These relationships allow us to provide the best of two worlds: dedicated, small-town service our clients have come to expect, coupled with the many products and resources only possible through larger organizations.

 

Cambridge

Cambridge serves as our Broker-Dealer and Registered Investment Adviser. They are responsible for compliance oversight, processing transactions, and providing due diligence for our product offerings. We chose Cambridge because of their reputation as an industry leader. Click here to learn more about Cambridge.

AssetMark

AssetMark is our leading custodian and supports us with a range of diversified investment options and services. Through AssetMark we have access to top investment management firms such as City National Rochdale, Clark Capital, and American Funds. To learn more about AssetMark, click here.

Duncan Advisor Resources

Through Duncan Advisor Resources we have access to various tools that assist in the underwriting of Life Insurance, Disability Income Coverage, and Long-Term Care. They offer leading technology, application fulfillment, and other resources that help us find the right protection for every client. Click here to learn more about Duncan Advisor Resources.

Retirement Plan Advisory Group

At RPAG, we’ve built the industry’s leading retirement plan practice management platform designed for elite advisors and institutions to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights and allows them to make data-driven decisions for their retirement plan clients.

Our compelling client deliverables and custom investment and turnkey solutions, give RPAG members a unique competitive advantage, all while surrounding them with world-class training and support. Click here to learn more about RPAG.

Recognition and Awards

Five Star Wealth Manager award winner 2012-2020

Five Star Wealth Manager award winner 2014-2020

Five Star Wealth Manager award winner 2012-2020

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.