Southern Wealth Builders

Southern Wealth Builders provides continuous investment management and personalized financial planning services to individuals and families. Southern Wealth Builders builds portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by Modern Portfolio Theory and a passive investment approach. The firm also utilizes model portfolios from third-party managers to assist with investment strategies. In addition to managing investments, Southern Wealth Builders offers ongoing and project-based financial planning covering a wide range of topics, including retirement planning, tax strategies, cash flow and debt management, employee benefits optimization, college savings, estate planning, and risk management. The firm operates as a fee-only registered investment advisor and does not accept commissions for selling financial products.