Thomasville, GA S Broad St. Office

Team
Updated today
&PARTNERS logo

&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

558

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.

Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.

Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.

Based on &PARTNERS

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

502 S Broad St.

Thomasville GA 31792

Advisors at this office

5

Advisors at this office

user avatar

Harry V

Series 63

Thomasville, GA

&PARTNERS

Harry Vann is a financial advisor at &Partners with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Allen, Mooney & Barnes Investment Advisors and SunTrust Advisory Services. Outside of his advisory role, Vann is a licensed insurance agent specializing in non-variable insurance products. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of investment strategies and manages accounts using both in-house and third-party managers, with ongoing monitoring and periodic reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Melanie C

Series 66

Thomasville, GA

&PARTNERS

Melanie Cromartie is a financial advisor at &Partners with five years of industry experience. She holds a Series 66 designation and previously spent eleven years with Edward Jones before joining &Partners in 2024. Outside of her advisory role, she assists with payroll for a fiber optic construction company owned by her husband. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with a focus on ongoing monitoring and portfolio reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Heikki V

Series 63, Series 65

Thomasville, GA

&PARTNERS

Heikki Von Hellens is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Edward Jones for 20 years before joining &Partners in 2024. Von Hellens serves as Chief Operating Officer of SmartFeeds USA LLC, a company specializing in animal feed supplements, and holds board positions with the Oak Trace Subdivision Architectural Review Board and Thomas University. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services. The firm utilizes a range of analysis methods and portfolio strategies, providing both discretionary and non-discretionary account management through its integrated platform.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Micah E

Series 66

Thomasville, GA

&PARTNERS

Micah Elkins is a financial advisor at &Partners with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining &Partners in 2024. Elkins holds a Series 66 designation. Outside of his advisory work, he is co-owner of two real estate businesses focused on remodeling homes for flipping or renting. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional investors. The firm offers investment management and financial planning using a combination of fundamental, technical, and quantitative analysis, with services delivered both directly and through third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Mitchell M

Series 66

Thomasville, GA

&PARTNERS

Mitchell Mercer is a Series 66-licensed financial advisor at &PARTNERS with one year of industry experience. His prior work includes roles at Allen, Mooney and Barnes Brokerage Services and teaching positions at the University of Georgia and Abraham Baldwin Agricultural. &PARTNERS serves a diverse range of individual and institutional clients and offers investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and vetted third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)