About Us

Together is a Registered Investment Advisory firm focused on providing financial planning and investment management services. Our goal is to provide advice based on a comprehensive understanding of your life, so that you can spend more of your time doing what you love. By getting to know your complete financial picture, and by using our advanced technology, we believe we can provide you with sound advice, backed up with real-world numbers. As a together client, we want you to have the peace of mind that results from having a clear view of your financial goals — and a defined path for reaching those goals.

We work on a fee basis, and are held to a fiduciary standard. This means that at all times we must do what is in your best interest. We take this standard very seriously – the only way our business succeeds is by helping our clients reach their goals. Founded in Gainesville, Florida, together provides the following services to our clients in Gainesville, Jacksonville, Atlanta and throughout the country.

Planning

Our financial planning process begins with us learning a lot about what is important to you. We then put together a financial plan that will help you focus more of your time on the things that are most important to you. We continue to monitor your progress with financial planning technology that stays up-to-date, so that we can help you make good choices as your life progresses.

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Investments

We believe that our greatest value to you as your investment manager is matching you to the right overall asset allocation. This will give you the opportunity to maximize growth and income, while minimizing risk. Once we construct an asset allocation strategy for you, we custom design a portfolio using intelligent, low-cost strategies focused on the long-term.

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Our Philosophy

Your investments and financial plan should be tailored to you, affordable, easily implemented, and conveniently accessible.

Life is short.  You need to make the most of today, knowing that your hard work is creating a secure financial future.  We can help you with that.  And you don’t have to be wealthy to be our client.  Our services start at $100 per month.

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