Co-Founder
Discipline and consistency shape much of Wesley Cone’s life. An avid CrossFit athlete, he begins most mornings training at 6 a.m., a habit that reflects the focus and intentionality he brings to both his work and his family life. He and his wife are raising two young daughters, and many of his favorite moments outside the office are spent coaching them in sports and watching them grow.
Wesley brings that same sense of discipline to his professional work. For more than a decade, he has helped families, business owners, and professional athletes develop the structure and habits necessary to build lasting wealth.
A Cum Laude graduate of Harvard University, Wesley combines analytical rigor with practical experience. In addition to his advisory practice, he has built a strong background in real estate investing, giving him firsthand insight into the challenges and opportunities involved in long-term wealth building.
Working with football players has become a particular passion. Wesley understands that an athletic career can produce life-changing income in a very short window of time, and he is committed to helping players develop the financial discipline needed to protect what they earn and prepare for life after the game.
His commitment to service extends beyond finance. Wesley has served on local civic boards and is actively involved in Saints Prison Ministry, traveling throughout Georgia to participate in softball games with inmates while sharing encouragement and testimony.
For Wesley, financial planning is ultimately about helping people build stability, confidence, and opportunity that extends far beyond their playing careers or business success.
