user avatar

Brian Doe

Advisor at Farther

Updated today

Location

Greensboro, GA 30642

Credentials

CFP®, Series 66

Industry experience

23 years

About

Brian Doe is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Farther since 2025 and previously worked for MAIN STREET FINANCIAL SOLUTIONS, LLC d/b/a Livingworth from 2013 to 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Client services

Based on Farther

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Based on Farther

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat annual fee basis (negotiable)

Project-based

Negotiable up to $1,000 per hour

Location

1041 Westend Drive, Suite 106

Greensboro, GA 30642

Most active in

Georgia · Texas

Work history

Farther

2025 - Present (1 year)

MAIN STREET FINANCIAL SOLUTIONS, LLC d/b/a Livingworth

2013 - 2025 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
user avatar

Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

Blueprint Financial Strategies, LLC

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Gregory P

Series 63, Series 66

Greensboro, GA

The Foundation Investment Group

Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.

Private / alternative investments Real estate investing Wealth management
user avatar

Ralph L

CFP®, Series 63

Madison, GA

Longview Wealth Management

Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")