You should be celebrating your wealth, not stressing over it.

Managing your personal finances and investments is complex.

Who or what depends on you to get it right?

Branch Partners helps families and individuals sift through the noise to develop a clear, intelligent and customized financial strategy that fits their unique set of goals and objectives. We provide the clarity and tools to allow our clients to celebrate their wealth.

Celebrating your wealth should not be hard and, at Branch Partners,

we make it simple. One wealth team. All in-house.

Wealth Management

Investment Management

Tax Planning & Preparation

Trust Services

Insurance

Retirement Planning Services

Read Our Most Recent Insights

Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...

Markets Rally Post-Midterm Elections—Will It Continue?

Markets Rally Post-Midterm Elections—Will It Continue?

Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose nearly 5.5% for the month and both the S&P 500 and the Dow Jones Industrial Average rose almost 6% in the 30-day period.1...

Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...

Corporate Executive Services

As a corporate executive, you have a lot on your plate. At Branch Partners, we provide support for your personal finances so you are free to focus on your business, your employees and your family.

Are You Asking

the Right Questions?

“Don’t let making a living prevent you from making a life.”

 

– John Wooden

“So everybody has some information. The function of the market is to aggregate that information, evaluate it, and get it incorporated into prices.”

 

– Merton Miller

“The important thing about an investment philosophy is that you have one you can stick with.”

 

– David Booth

“Everything in life, individually or socially, is a tradeoff. We determine the risk levels we’re willing to tolerate with the context of our goals and objectives.”

 

– Robert C. Merton

“The money we manage is not our money - it’s our clients’ past and their future.”

 

– Eduardo Repetto

“We make a living by what we get. We make a life by what we give.”

 

– Winston Churchill

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(706)426-4113

367 Prince Avenue, Suite E
Athens, GA 30601

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