Understanding what it will take to reach your financial goals or even to simply build a secure financial foundation can be challenging. Our advisors have been helping individuals navigate life’s complex financial matters for more than 60 years, including the following:
- Retirement Planning
- Business Succession Planning
- Financial Transition
- Portfolio Management
- Estate Planning
- Education Savings
- Financial Planning
- Workplace Savings Plans
- Special Needs Planning
A Message from the President
In a series of short videos, Porter L. “Buddy” Ozanne, III, President and founder of Probity Advisors, Inc. addresses the most common questions individuals ask our financial planners and wealth managers, including:
- Will my money last in retirement? Watch Now.
- When is the right time to begin succession planning for my business? Watch Now.
- What do I need to do to ensure my financial security during a divorce? Watch Now.
Buddy Ozanne also shares the history of our firm and our holistic approach to financial planning and wealth management that have helped Probity build long-term relationships with multiple generations of families and have established Probity as an award-winning and nationally recognized investment advisory firm. Watch Now.