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Services

We offer a variety of specialized services to meet your specific goals and needs.

About SIP

Learn more about Southern Investment Partners

Resources

Access a variety of resources to assist you in your financial journey.

Contact

We invite you to contact us.

Our Firm

Our firm has the ability to offer our clients long-term guidance with unbiased opinions that are both purposeful and strategic. Working together, we help our clients tailor a financial plan from an array of products for a truly customized approach. We do this with a humble integrity, the objective of maintaining your best interest at the forefront and with the highest level of respect for your needs.

Our Philosophy

At Southern Investment Partners, each of our clients has a story, and we understand that every detail within that story matters. As a client of our firm, you will find a level of service that is consistent, purposeful and carried out with you in mind. We realize the importance of your goals, and so we value them as our own, each and every step of the way.​

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

To view the Firm’s CRS

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

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