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


Retirement Planning Services

Read Our Most Recent Insights

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in the last six months, going all the way back to November 2022. Since then, the S&P 500 has traded in a relatively tight range of somewhere between...

Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

“Genius is nothing but a greater aptitude for patience.”— George-Louis de Buffon, well-known 18th century naturalist Investors have been bombarded with a set of head-spinning headlines this month and this year, but the market has absolutely taken it in stride. We...

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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367 Prince Avenue, Suite E
Athens, GA 30601

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