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About Us

Our Primary Purpose

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.



When we founded Bright Investments, our very first “value pick” was the selection of Auburn, Alabama as the site of our headquarters. Conveniently located 80 miles from Atlanta’s Hartsfield International Airport and home to Auburn University, we believe that Auburn’s community-focused values align tightly with our firm’s culture. It is a highly enjoyable, low-cost community with an attractive tax structure; important ideals that we aim to achieve for our clients. 

While we are based in Auburn, Alabama, we are structured to serve clients nationwide and have additional office in the southeast.

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