ABOUT US

PROUDLY FLORIDA-BASED BOUTIQUE FINANCIAL PLANNING FIRM

WHAT SETS US APART

 

Superior

Personalized Service

Our boutique, family-operated firm is able to provide superior personalized service and completely customized plans that large financial institutions are often unable or unwilling to offer. We believe exceptional financial plans should be as unique as each individual, family and organization we serve.

Independent

Fee-Based Firm

As an independent firm, we represent and serve our clients, not a parent company. We also choose to utilize a fee-based pay structure for our services rather than a commission-based structure. These important distinctions mean that we focus solely on meeting the goals of our clients, rather than, selling a particular product or provider.

Premier Network of Strategic Partners

As business owners, we often surround ourselves with multiple advisors, each specializing in a specific area. Generally, it is up to the owner to combine and apply the various advice and information provided to them. We have created a solution to this problem by working with a team of carefully selected strategic partners to streamline all aspects of your business plan.

OUR PROCESS

BUSINESS PLANNING SERVICES

We strive to cultivate advisory relationships which transcend the narrow scope of traditional financial planning services.

Taylor Hodges, Founder & CEO

OUR BRAND

The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. We strive to set new standards for service excellence through meaningful communication and learning to anticipate the needs of our clients. Our company name, Southern Capital, references the location where our firm was founded, Tallahassee, Florida. It symbolizes our strong ties to our home community and our belief in purposeful collaboration towards common goals. Our logo, the ship steering wheel, represents the navigational advice and industry-leading tools we provide to our clients. Together, alongside our clients and strategic partners, we work to strategically chart an evolving course towards financial security, measurable growth and improved preparedness for the future.

Securities offered through GWN Securities, Inc. Member FINRA & SIPC. 11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.