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Lauren Griner Isom

Advisor at Eagle Strategies (NY Life) — Columbus, GA Bradley Park Court

Updated today

Credentials

Series 66

Experience

14 years

Location

Columbus, GA 31904

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Lauren Isom is a financial advisor with Eagle Strategies (NY Life) based in Columbus, GA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Eagle Strategies since 2014 and has operated Griner-Isom Financial Strategies since the same year. Outside of her advisory work, Isom serves on several boards including the Council of Finance and Administration for the South Georgia Methodist Conference, the Planned Giving Council at Berry College, the Columbus, Georgia Sports Council, and MercyMed of Columbus, Inc. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Columbus, GA Bradley Park Court

5 Bradley Park Court, Suite 103

Columbus GA 31904

Advisors at this office

2

Most active in

Georgia

Work history

14 years of industry experience

Griner-Isom Financial Strategies LLC

2026 - Present • 1 year

Columbus, GA

Eagle Strategies (NY Life)

2014 - Present • 12 years

Columbus, GA

Griner-Isom Financial Strategies

2014 - 2026 • 12 years

Columbus, GA

NYLIFE Securities LLc

2011 - Present • 15 years

Columbus, GA

New York Life Insurance cO

2002 - Present • 24 years

Columbus, GA

Disclosures

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

Business activities & affiliations

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Ashish D

Series 65

Columbus, GA

Mars Capital Management LLC

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Active portfolio management Concentrated stock management
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Cedric B

ChFC®, Series 63

Phenix City, AL

Cedric Deon Bean Enterprises LLC

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

General retirement planning Social Security optimization Medicare planning Wealth management Life insurance needs analysis Founder/Business Owner Executive Approaching retirement Established Professionals
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Brent H

Series 66

Columbus, GA

Fluid Financial Planning, LLC

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar

Tyler T

CFP®, CFA®, Series 65

Columbus, GA

Townsend Wealth Management

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Burnett T

CFP®, Series 65

Columbus, GA

Townsend Wealth Management

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Bryan O

CFP®, Series 66

Columbus, GA

Wealth Intelligence, LLC

Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.

Business exit / sale strategy Business succession planning Family Business Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive
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