At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. 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.

Samuel Richmond, M.S., CFP®



Meet Samuel Richmond, CFP®: Your Financial Navigator

Embark on a financial journey with a seasoned guide who goes beyond the ordinary. As a CFP® professional, I'm not just about numbers; I'm about understanding what truly matters to you. My mission? To elevate your financial well-being by aligning strategies with your dreams.

Crafting Financial Success with a Personal Touch: Navigating the intricate landscape of finance requires a blend of expertise and empathy. I delve into your aspirations, employing a meticulous process to tailor strategies that propel you toward your goals. Engaging with you in a fiduciary capacity, I prioritize your needs and interests above all.

Holistic Financial Health for Business Owners and Families: In a world filled with challenges, my practice focuses on bringing peace of mind to business owners and families. Offering a holistic financial planning approach, I help you maintain overall financial health and pursue diverse goals. Whether it's a comprehensive plan or a specific need, my services evolve with your priorities, including continuous review and monitoring.

Partnering for Generational Impact:For over a decade, I've embraced investment personalities with confidence and insight. As a part of your executive team, I collaborate with CPAs and attorneys to harmonize your entire financial picture, ensuring a positive impact on generations to come.

Beyond Finance: Notable Accomplishments: While my professional journey is marked by achievements, my heart finds joy in the 17-year marriage to my beautiful wife, Melanie, and the blessing of our wonderful boys, Samuel and Isaiah. Beyond numbers, we explore the great outdoors, revel in the arts, theater, and music, and find solace in worship experiences that enrich our lives.

Making a Difference: Community Involvement: Community is a cornerstone of my values. From serving on the Boards at Georgia Gwinnett College and Good Samaritans Health Centers of Gwinnett to my appointment to the SPLOST Citizens Project Selection Committee, I'm committed to making a positive impact. My involvement extends to non-profit organizations like Gwinnett Chatt Outreach, Preface, The Urban League, Big Brothers Big Sisters, and Operation Hope. A proud member of Rotary International, I believe in giving back.

Committed to Lifelong Learning: Education is not a milestone but a continuous journey. With a Bachelor’s in Organizational Management from Covenant College, a Master’s in Personal Financial Planning from Kansas State University, and earning my CFP® designation in 2015, I am dedicated to ongoing learning. Training, workshops, and a thirst for knowledge drive my commitment to staying at the forefront of financial expertise.

Ready to craft a financial narrative that aligns with your dreams? Let's start the conversation. Email me at or call my office at 770-648-2348. Together, we'll sculpt a roadmap to financial success tailored uniquely for you.

Michael Greer

Operations Manager I Sr. Recruiting Manager - Wealth I Sr. Wealth Advisor I Financial Coach

As a Sr. Wealth Advisor with more than 14 years of financial services experience, over a decade of private office management, and more than five years of successfully recruiting and placing financial and accounting professionals; Mike joins Nvestfit as its Operations Manager where he will work closely with the President on strategic planning and tactical execution of key growth and recruiting initiatives to drive the firm’s “Grow slow to grow fast” mantra. Other key initiatives include branding, roll out of the firm’s ‘Financial Fitness’ coaching program, and leveraging Mike’s recent experience as a candidate for Hamilton County, TN District 5 Commissioner to advance community engagement efforts.  

Mike has valued the idea of educating his clients on financial literacy and helping them grow in their understanding of wealth and financial security ever since he returned to the financial services industry in 2009.  Reflecting on his years in the business, he says, “I discovered it fulfilled my personal need and desire to help people.  With that, I feel like the profession chose me.” 

An entrepreneur at heart, Mike relishes challenges that lead to personal and professional growth.  In 2015, he founded an insurance and recruiting agency, and in the following year explored an opportunity with an international leader in recruiting to explore synergies and possible opportunities that exist between career progression and financial security. In 2022, Mike ran his first campaign as a candidate to represent his district on the Hamilton County, TN Commission where he placed runner-up. At Nvestfit, he will bring together all of his skills, experiences, instincts, and business acumen to provide clients comprehensive financial advice and help establish Nvestfit as a recognized leader in the financial services business.

Mike holds a Bachelor’s of Science in Business Management from Bethel University. He currently serves as the VP for the Chattanooga chapter of the National Association of Black Accountants, where they address the professional development and career progression needs of their members in order to build leaders in the business community. Mike also serves as a deacon at his church, Westside MBC. He and his wife, Chandra, have two daughters and live in Chattanooga, TN.  While Mike has many interests, he spends most of his free time with his family and friends.

Kimberly Kelly

Executive Administrator, Project Coordinator


Kimberly comes to us with over 20 years of financial and operational business experience.  Most recently, she served 12 years as a Client Associate at Ameriprise Financial. She is process driven within the field of operations management and all things social media related.  In her spare time, Kimberly enjoys cooking, gardening, traveling and listening to music. Kimberly will be a welcomed addition to the team and we look forward to her contribution in enhancing our client care experience.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.