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About Us

Tailored Plans For Your Evolving Goals

Your goals aren’t stagnant, and your investment plan shouldn’t be either. At Southern Point Investment Partners, we understand that everyone has a different version of “what matters”, so we work with you to formulate a unique plan tailored specifically to your individual needs. We believe that financial success is not just about numbers; it's about building strong relationships based on trust, reliability, and commitment.

Our Primary Purpose

Our team is proud to uphold a set of core values that drive our firm's culture. We are relationship-oriented, understanding that a strong connection with our clients is essential to providing the best possible service. Trustworthiness is the foundation of our client relationships, and we strive to earn and maintain your trust every day. We pride ourselves on being reliable, ensuring that you can count on us to be there for you when you need us most.

Alleviating Concerns Through Trust & Clarity

Located in Valdosta, Georgia, we at Southern Point Investment Partners have been proudly serving our clients since 2016 and have been serving our community since 1987. We have found that our clients' biggest concerns typically revolve around making their money last throughout their futures. Our experienced professionals are here to alleviate those concerns and provide expert guidance tailored to our clients.

Client Centered

Integrity, honesty, and teamwork are at the core of everything we do. We believe in doing what's right, even when no one is watching. Our commitment to transparency and ethical practices ensures that your best interests always come first. We work as a team, leveraging our collective expertise and diverse perspectives to provide you with comprehensive financial solutions.

Thank you for considering Southern Point Investment Partners for your financial planning needs. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team


Your goals aren’t stagnant, and your investment plan shouldn’t be either. We understand everyone has a different version of “What Matters”, so we formulate a unique plan tailored for your individual needs.

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