Highland Trust Partners LLC

Highland Trust Partners LLC is a Financial Planner in Athens, GA, located at 1077 Baxter St #600. The firm provides financial planning, investment management, retirement planning, business succession, trust and estate services, and special needs planning for families, individuals, and business owners. The team holds more than 100 years of combined experience and includes professionals with over 10 professional designations. The business holds a rating of 5.00 based on customer reviews.

Founded in 2015, Highland Trust Partners operates as an independent wealth management firm that emphasizes listening and understanding client goals before building plans. The firm serves families and individuals, including special needs families, as well as business owners seeking succession strategies and growth planning. Services include creating roadmaps for life decisions that incorporate income, savings, taxes, and goals, alongside investment management aligned with long-term objectives rather than market headlines. The team also coordinates estate and legacy planning to support the people and causes clients value most.

The firm’s team includes founding partners Mark Cross and Chris Caldwell, alongside senior financial advisors and operations staff. Chris Caldwell serves as Director of Retirement Planning, while Tomekia Jackson is the Director of Financial Planning. The firm operates through LPL Financial for securities and IFG Advisory, LLC for investment advice, noting these are separate entities. The team helps clients organize finances, manage investments, and plan for every stage of life, from young professionals to retirees.

Highland Trust Partners is known for its positive rating from the customers who have reviewed it. The firm’s independence allows it to act solely in the client’s best interest, offering honest advice and thoughtful strategies. With decades of experience, the team helps clients make confident decisions through every stage of life, providing clarity to complex financial decisions.

Highland Trust Partners brings clarity and confidence to financial planning for Athens residents and business owners, leveraging independent expertise to support families and entrepreneurs through every season of life.

Highland Trust Partners sits on Baxter Street, just steps from Yusicga Creek and a short walk from The Muse of Learning. The location is also near the University Garden Apartments Community Center and Brooklyn Creek.

BizScoreAI gives the business a Technical score of 79 out of 100, which means the website is secure and indexable so search engines can read it without errors. The firm also holds a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.