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Financial Planning That Grows with You

The Wells Family: Rooted in Community, Focused on Your Future

For over 40 years, the Wells family has been dedicated to helping individuals and families in Fayetteville build a secure and fulfilling future. Our story began with Linda Wells, who saw a critical need in her community for accessible and reliable financial guidance. This need sparked a family legacy of empowering others to achieve their financial goals and build lasting legacies.

Travis has carried on his mother's legacy for the past eight years, helping clients navigate the complexities of retirement planning, wealth management, and financial counseling. We build lasting relationships, often spanning generations, and take pride in knowing our clients on a personal level. Soon, Carson, Travis's son, will join the team, marking the third generation committed to this mission.


The Difference - 

As a family business with three generations actively involved, we possess a wealth of experience and diverse perspectives. We understand the unique challenges and opportunities families face at different stages of life. We bring a unique and client-centered approach to financial planning. Unlike many advisors, we operate free from quotas or product requirements, allowing us to prioritize your unique goals and objectives.

Our Mission -


We exist to glorify God by empowering and guiding families and businesses to plan, grow, and position their finances to make a difference in their lives and in the local community.

Our Values - 

  • Integrity: We will always do what is best for our clients and place their interests ahead of our own. By doing this we strive to achieve the best results for our clients, they stay committed advocates, and refer our services to others we can help.
  • Excellence: We will guide our clients with strategies and cutting-edge technology. not be misled by fads that are neither proven nor trusted.
  • Communication: We will provide consistent communication and engagement between us and our clients to create an informed and thriving relationship.
  • Education: We will make time to educate both our clients and staff so they can improve their sphere of influence and make knowledgeable decisions about the future.
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Great Service Starts With A Great Team!

At the heart of our commitment to excellence is our dedicated team of professionals. Our team members work tirelessly to deliver personalized financial guidance and solutions tailored to each clients unique circumstance. With our diverse set of knowledge and a shared passion for helping you achieve your financial goals, meet the people who make your success their priority!
Travis Wells, Financial Professional in Fayetteville, GA

Travis Wells RFC

Carson Wells, Insurance Professional in Fayetteville, GA

See Money Differently, Live Differently

Our Collaborative Approach...

Step 1: Define Your Goals

We begin by getting to know you, your aspirations, and your unique financial situation. This open dialogue lays the foundation for a personalized plan tailored to your vision.

Step 2: Explore Options & Opportunities

Together, we analyze your current financial landscape and craft a comprehensive strategy, considering investment options, risk management, and future planning.

Step 3: Navigate with Confidence

Your journey doesn't end with a plan. We remain your financial partner, providing ongoing guidance and support as you implement your strategy. Regular consultations ensure you stay informed, confident, and equipped to make informed decisions at every step of the way.

Leaving a Legacy

Just like you, we've faced the challenges of budgeting for the future, saving for education, and planning for retirement. We believe financial planning goes beyond numbers and spreadsheets – it's about real people with real needs and aspirations. With generations of experience and a commitment to personalized guidance, we'll work with you to craft a financial plan that reflects your unique circumstances.

Get to know your financial partners and explore how our generations of experience can help shape your financial future.

Let's Connect!

Want More Information?

Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule a consultation.

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