Highland Trust Partners LLC

Highland Trust Partners LLC is a financial planner in Athens, Georgia, serving families, business owners, and individuals seeking thoughtful, long-term financial guidance. The firm specializes in financial planning, investment management, retirement planning, business succession, trust and estate services, and special needs planning. With over 100 years of combined experience and more than ten professional designations among its team, Highland Trust Partners helps clients organize their finances, make confident decisions, and plan for every stage of life. Based in Athens, the firm provides personalized services across Georgia and nationwide.

The firm emphasizes a client-centered approach rooted in listening and understanding individual goals. Founded in 2015, Highland Trust Partners operates as an independent wealth management firm, allowing it to act solely in clients’ best interests. The team includes certified financial planners, retirement planning specialists, and advisors with advanced credentials such as AIF®, CEPA, CRC®, and ChSNC®. Their process is designed to adapt as clients’ needs evolve, ensuring plans remain aligned with changing life circumstances. The firm’s mission centers on bringing clarity to complex financial decisions and delivering guidance that endures.

Highland Trust Partners is located at 1077 Baxter Street, Suite 600, in Athens, Georgia. The office sits just a short distance from Baxter Street and is near several local landmarks, including Yusicga Creek, Brooklyn Creek, The Muse of Learning public artwork, the University Garden Apartments Community Center, and the Clover public artwork, each within a quarter-mile radius.

The firm maintains a 5.00 rating based on client reviews, reflecting strong client satisfaction and trust. Its reputation is built on personalized service, independence, and a commitment to long-term partnership. The team’s deep expertise and focus on clarity and confidence have established Highland Trust Partners as a trusted name in financial planning within the Athens area.

As a dedicated financial partner in Athens, Highland Trust Partners helps families and business owners navigate life’s financial milestones with purpose and peace of mind.