Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving Strategies

Awards & recognition

  • Centient Wealth Solutions, Ameriprise Client Experience Award, 2021-2024
  • Burt Banks, Ameriprise Ultimate Digital Excellence Award, 2021-2022,2024
  • Burt Banks, Ameriprise Circle of Success, 2023,2024

Community participation

  • Burt Banks- Volunteer at the Shambhala Meditation Center in Decatur
  • Stephen Neal Rhoney- Atlanta BeltLine, Adopter NE14
  • Stephen Neal Rhoney- Atlanta Botanical Garden, Director's Club (sponsor)
  • Stephen Neal Rhoney- Atlanta Symphony Orchestra, Advisory Council
  • Stephen Neal Rhoney- Human Rights Campaign, Federal Club Council
  • Stephen Neal Rhoney:- Piedmont Park Conservancy, Olmsted Society