Columbus, Georgia
You searched for a financial advisor because something made you realize it was time.
Most of our clients are within ten years of retirement, on either side of it. We built this firm for that decade — the one where the decisions get bigger and the margin for error gets smaller. No wire house. No 800 number. Just a dedicated team in Columbus who picks up the phone.
Let's have a conversation
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Listen to our podcast
Am I on track?
Will my money last?
When can I stop working?
Is my portfolio built for this market?
What about healthcare?
Should I be in a Roth?
Can we afford to help the kids?
Am I missing something?
Am I on track?
Will my money last?
When can I stop working?
Is my portfolio built for this market?
What about healthcare?
Should I be in a Roth?
Can we afford to help the kids?
Am I missing something?
What we actually believe
Most people don't need more products.
They need someone who picks up the phone.
No jargon, ever.
If you can't explain it to a friend at dinner, it doesn't belong in your plan. We translate — then we teach you how to translate too.
You're the plan.
No cookie‑cutter plans. We use proven portfolio strategies, but the plan around them is built for your life — your kids, your work, your worries, your timeline.
Show up, every time.
Big decisions, small decisions, random Tuesday questions. We're here. That's not a marketing line — that's the whole firm.
How we help
Five reasons someone calls us.
People usually call us about one of these. Then they stay for the others.
Build · Grow · Spend · Transition · Leave
While you're working
01 — 02
01 / 05
Build
Planning & building
What you save, where it lands, what it's working toward. The plan that turns saving into a target — and the building that makes the plan real.
Learn more
02 / 05
Grow
Growing what you've built
Portfolios that match your actual goals, not a brochure. Low-cost, tax-aware, and someone who can tell you, in English, what you own and why.
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When you've stopped
03 — 05
03 / 05
Spend
Your retirement paycheck
Turning a lifetime of savings into an income that lasts — through the calm years and the scary ones. Our Guardrails system and Growth for More Income approach are built so a 2008 or a March 2020 doesn't force you to sell at the bottom or rewrite your life.
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04 / 05
Transition
When the money changes
An inheritance. A business sale. Losing a spouse. A big bonus. Moments that change everything — and deserve more than a call to a 1‑800 number.
Learn more
05 / 05
Leave
What you leave behind
The people, causes, and places you care about. Thoughtful estate planning and legacy work — so the handoff reflects the life.
Learn more
Good Returns · The podcast
Every week, we talk it out.
Matt and Garrett, every Friday, with coffee. Plain-English takes on the market, retirement planning, and the questions clients actually asked that week.
What clients tell us
The first thing most people say is some version of "finally."
“
They have helped us create a retirement plan such that we do not worry about money.
HAROLD R.
HOOVER, AL
“
If you're looking for advisors who actually sit on your side of the table, Momentum Wealth is it.
JONATHAN G.
HARRIS COUNTY, GA
“
We're more than pleased with the service we get from Momentum. Great communication.
GLENN S.
WOODBURY, GA
The testimonials above were provided by current clients. Certain clients were invited to voluntarily provide testimonials, but no cash or non-cash compensation was provided in consideration of the statements made. The provided testimonials may not reflect the sentiments of all clients. Testimonials present a conflict of interest to the extent that current clients rely on our services, wish to support our business, or otherwise feel compelled to provide a favorable statement about us.
How this actually works
Nice words are easy. Here's the structure underneath.
How we're paid
One fee covers everything.
A percentage of the money we manage for you — covering your plan, your investments, and every question in between. No separate planning fees.
Insurance is the one exception: through Momentum Protect, our insurance agency, the carrier pays a commission. It's never required to work with us.
Insurance is the one exception: through Momentum Protect, our insurance agency, the carrier pays a commission. It's never required to work with us.
Our duty
Fiduciary, in writing.
We're legally and contractually required to put your interests first — every conversation, every recommendation, every time.
Where the money lives
At Schwab and Altruist, in your name.
We never take custody of your funds. Your accounts are titled to you. We're the advisor on them, not the holder of them.
No pitch. No pressure.
Thirty minutes. One honest conversation.
Find a time
