Highland Trust Partners LLC

Highland Trust Partners LLC Highland Trust Partners is a fiduciary financial planning practice with seven planners and three support staff. Member FINRA/SIPC.

We exist to reduce the financial stresses in the lives of families and business owners. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss

and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

06/22/2026

There is a lot moving markets right now so let’s cut through some of the noise.

One of our financial advisors, Bob Cowsert, has been watching the key factors that may create headwinds this summer, from inflation and interest rates to global tensions and energy prices.

Here’s what we’re paying close attention to in our summer financial forecast.

Some perspective for our Gen Z and Millennial friends out there. Don't forget, you are just getting started.
06/19/2026

Some perspective for our Gen Z and Millennial friends out there. Don't forget, you are just getting started.

06/11/2026

Dear business owners, if you plan to sell or transfer your business one day, especially if that sale will help fund your retirement, exit planning needs to start long before you are ready to step away.

Our Founder, Mark Cross, is leading a new 11-part workshop series covering the key steps business owners need to take before exiting their business, and the first episode will be coming out soon!

The series is 100% free and designed to help owners think through one of the biggest financial transitions of their lives.

If you are within 10 years of selling, transferring, or stepping back from your business, this is worth your attention.

Because exit planning does not start at the end. It starts now.

Comment “Exit” below and we’ll send you the link when the first episode drops.

Is your 401(k) or 403(b) actually working for you?For many people, a workplace retirement plan is something they set up ...
06/09/2026

Is your 401(k) or 403(b) actually working for you?

For many people, a workplace retirement plan is something they set up once and rarely revisit. But your goals, income, timeline, and financial life can all change over time.

In a recent webinar, Chris discussed why it may be worth taking a closer look at your 401(k) or 403(b) to ensure it still fits into your broader financial plan.

👀 You can watch the full webinar here: https://www.youtube.com/watch?v=TFwUgT1-kUA

Remember, it’s not always about making big changes. Sometimes, it’s simply about knowing what you have, how it works, and whether it’s still helping you move in the right direction.

06/02/2026

💰 We hear this one all the time: What's the difference between a Roth IRA and a Traditional IRA?

Miranda explains in detail in our latest post!

05/28/2026

Here's a question everyone loves to ponder: If you won the lottery, how would you spend your winnings?

Today we remember and honor all who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we remember and honor all who served. Wishing you a meaningful Memorial Day.

Are your retirement accounts working for you? Join Chris today for a live webinar focused on staying on track for retire...
05/21/2026

Are your retirement accounts working for you?

Join Chris today for a live webinar focused on staying on track for retirement and making sure your 401(k) and 403(b) are working in alignment with your goals.

We hope you’ll join us for the conversation at 5pm today!

You can register here: https://us02web.zoom.us/meeting/register/4b1ulxpMT7K5BjmoEw_Dfw

05/20/2026

Let us know you saw this so Will and Amy can stop dancing 🙏 🙏

Are you joining us for our webinar this Thursday at 5pm?Chris will be discussing how to stay on track for retirement by ...
05/18/2026

Are you joining us for our webinar this Thursday at 5pm?

Chris will be discussing how to stay on track for retirement by making sure your 401(k) and 403(b) are working in alignment with your goals.

Join us for the conversation!

5:00 PM – 5:30 PM ET on May 21st.

Register here: https://us02web.zoom.us/meeting/register/4b1ulxpMT7K5BjmoEw_Dfw

Address

1077 Baxter Street, Ste 600
Athens, GA
30606

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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