Connected, not compartmentalized.
755 Financial was built around the way wealth actually shows up in your life — across investment, tax, lending, insurance, estate, sports, and family-office decisions, all coordinated under one roof.
A firm around the family.
755 Financial began with a stubborn observation: most wealth advice is organized around products, not around the person receiving it. Investment decisions live in one room, taxes in another, insurance in a third, and the family — the one paying for all of it — is left to coordinate.
We started 755 to coordinate it for them. One firm. One coordinating team. Seven specialized practices, each led by someone who works on it every day.
Informed by legacy, not bound by it.
The financial-services industry is full of products in search of buyers. 755 is the opposite: we start with the legacy you intend, and work backward to the smallest tax-lot decision. Sometimes that means a product. More often, it means coordination of the moving parts you already have.
Fiduciary advice, plainly stated, is supposed to be the default. We treat it that way.
Specialists who work together.
Each practice at 755 is led by a specialist who collaborates daily with the others. The wealth manager and the CPA aren't strangers on a shared client roster; they're on the same call, looking at the same plan, two desks apart.
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Graham BaileyFinancial Advisor -
Casey StancellInsurance Agent -
Chandler JonesVP of Lending - Marvin StrozierVP of Insurance
- Lane MitchellInsurance Agent
- Samantha FeldmanAdvisor & Chief Compliance Officer
Discipline
Long-term plans, executed when conditions tempt otherwise. Patience compounds.
Stewardship
Your wealth is yours. We're the stewards — accountable, on the record, and easy to reach.
Coordination
One firm, seven practices, one plan. We do the work between the rooms.
Talk to the team.
The best way to understand whether 755 is the right fit is a short, in-person conversation.
Schedule a Conversation