Founding Partner- Financial Advisor

Charlie Strong is a financial advisor with more than 20 years of industry experience.  He has built a solid reputation helping clients strategically plan for retirement. Charlie’s prudent guidance and objective recommendations are of immeasurable value as he works to ensure every investment within the portfolios overseen are properly implemented and managed.

As an experienced advisor, Charlie works alongside Managing Partners-Financial Planners Kelly Lee and Shane Gaddy, and focuses his skills on helping clients create lifelong income streams using various income investments. His dedication to helping clients achieve their dreams and the financial life desired enables clients to plan for retirement accordingly. From a small business owner needing to provide meaningful options for employees, or an individual wanting to ensure they don’t outlive their wealth, Charlie can assist in finding the investment selections most appropriate, and will review performance on a daily basis. He holds the series 7 registration with LPL Financial and the series 66 registration with IFG Advisory, LLC as well as life, health and variable insurance licenses. Before entering the financial-services industry, Charlie was the owner of a retail business, and earned his bachelor’s degree in English from the University of Georgia. A lifelong resident of Gainesville, Charlie is active in the Rotary Club of Gainesville, The John Jarrard Foundation, and is a proud member of First Baptist Church of Gainesville where he serves as chairman of the deacons and as a member of the Personnel Committee. Charlie and his wife, Marti, have two adult sons and one grandson. In his spare time, he enjoys cycling and is an avid sports fan watching and playing a variety of sports.

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