Purpose-Driven Investing
We start by understanding what you want your money to do. Whether you’re focused on growing your wealth, building sustainable income for retirement, or preserving assets for future generations, our goal is to help your investments support those outcomes.
Achieving long-term financial success isn’t just about how much you earn, it’s about how much you keep and grow. Our tailored investment strategies are designed not only to outpace inflation and taxes but also to create a steady stream of income that supports and enhances your lifestyle.
Don’t leave your financial future to chance. Connect with us to learn more about how we can help you reach your goals.
Core Principles of Our Approach
Financial Planning First:
Every investment strategy begins with personal financial planning, with recommendations tailored to support short-, medium-, and long-term goals using a “bucket” allocation approach.
Sustainable Income:
We focus on dividend-paying equities to provide income that can grow over time while also building long-term value, along with other income-producing investments where they make sense..
Tax & Cost Efficiency:
We keep investment costs low and incorporate tax-awareness when appropriate for your situation.
Buy & Hold Discipline:
We believe in long-term investing over market timing. Portfolios are periodically rebalanced to stay aligned with your plan. Tactical or managerial changes are made primarily for strategic portfolio purposes.
Liquidity Across Accounts:
We include both retirement and non-retirement accounts to give you flexibility and tax-efficient access to funds when needed.
Risk, Redefined.
Most advisors define “risk tolerance” as how much you’re willing to lose before you panic. We take a different approach.
We define risk as your volatility comfort level: the range of short-term market movement you can live with while staying committed to a long-term plan built to grow assets, generate income, and outpace inflation.
To help you visualize this, we use Riskalyze by Nitrogen, a powerful tool that shows how your portfolio may behave in different market conditions. This turns risk into something tangible and understandable, so you can make informed decisions with confidence.
Strategic Partnerships for Institutional-Quality Investment Management
We’ve partnered with Armor Point Advisors, an independent investment consulting firm, and Integrated Financial Group to bring an institutional level of research, risk control, and oversight to individual investors.
You can learn more about these firms and how we work together on our Strategic Partners page.
Together, we construct diversified portfolios using a mix of actively managed and low-cost mutual funds and exchange traded funds (ETFs). These core portfolios are continuously monitored and adjusted as needed, allowing us to stay focused on your overall financial strategy.
In addition to our customized Armor Point Portfolios, we also offer a broad range of solutions for more complex needs, including Separately Managed Accounts (SMAs) for individual stock and bond strategies, donor advised funds, exchange funds for concentrated positions, and self-directed IRAs for holding private employer stock. We also design custom portfolios for families with unique financial objectives or advanced planning needs.
Whether you’re just getting started or managing significant wealth, we have the tools, resources, and flexibility to tailor an investment strategy that fits your life.
Simpler Tracking, Smarter Access
Managing your investments shouldn’t feel like a hassle or require multiple logins. That’s why we offer LPL AccountView, a secure and user-friendly platform that brings all your accounts with us together in one place.
Key Features of LPL AccountView:
- Consolidated Reporting: View all your accounts – retirement, brokerage, trust, joint, and more – all in one place.
- 24/7 Online Access: Check your balances, performance, and activity anytime, from any device.
- Paperless Statements & Tax Forms: Opt for electronic delivery of statements, confirmations, and tax documents—boosting security and reducing clutter.
- Secure Communication: Receive important updates and message us directly through the platform.
- Mobile App Access: Stay connected to your investments wherever you go with the AccountView mobile app.
AccountView gives you control, visibility, and peace of mind.
Costs & Transparency
We believe every client deserves a clear understanding of what they’re paying, and why it’s a worthy investment.
Most of the assets we manage are held in advisory accounts, where clients pay for investment management based on a percentage of assets under our management (AUM). Our tiered schedule means your advisory rate decreases as your account grows, and you can view the full breakdown on our Costs for Services page.
These investment management payments are clearly listed on your quarterly statements and annual 1099 tax forms, so you always know what you’re paying and when.
Other investments, such as brokerage accounts, annuities, or mutual funds held directly with fund companies, may result in us receiving compensation from the product provider. While these payments don’t appear on your statements, we believe in full transparency and will always explain any costs involved before you invest, and why we believe a direct-compensation product fits into your financial plan..
Whether it’s a direct cost or something built into the product, we want you to feel fully informed and confident that you understand how we’re compensated and why we believe the recommendation is appropriate for your plan.
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200 Ashford Center North, Suite 400 | Atlanta, GA 30338 | 770.353.6414
View this firm's Relationship Summary
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC, are separate entities from LPL Financial. Mike Tarrant is currently registered to conduct business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA, and can be registered to conduct business in other states and US territories as needed.