Who We Are

is Greek for

The Five Pillars of Our Business

We are a young, but established team of financial advisors with combined industry experience of over 70 years. As we are midway through our careers, we feel fortunate that we will be able to provide advice and service to our clients and their families for the long-term.

Meet Our Team

Our team provides personalized financial solutions to help plan for our client’s successful financial future. We truly care about the well-being of each our clients and devote our time to addressing our clients needs.


Pentas is a Southeastern investment practice whose culture is engrained in providing exceptional service to our clients. As a client, your goals are our goals. Let us help you.