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

Great Start to 2023. What Will the Rest of the Year Bring?

Great Start to 2023. What Will the Rest of the Year Bring?

The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather from the negativity we all felt throughout 2022. The S&P 500 advanced over 6% in January, which marked the best January for this index since...

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...

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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