About Us

Real planning for real people

At Highland Trust Partners, we believe financial planning should make sense for your goals, your family, and your future. Based in Athens, Georgia, our independent team brings decades of experience helping families and business owners simplify their finances, plan with purpose, and make confident decisions through every stage of life.

About Us

Est. 2015

Dedicated to guiding families and business owners through every stage of life.

WORKING WITH HIGHLAND TRUST PARTNERS

Who we serve

We work with families and business owners who value thoughtful guidance and long-term partnership. Every client has a different story, but the goal is always the same: building clarity and confidence in life’s financial decisions.

From young professionals to retirees, we help families and individuals organize their finances, manage investments, and plan for every stage of life. Our approach adapts as your priorities evolve, ensuring your plan always fits your goals.

Your business is one of your most valuable assets and often the cornerstone of your wealth. We help business owners plan for growth, build succession strategies, and protect what they’ve worked hard to create.

We understand the unique challenges of planning for a loved one with special needs. Our team helps families create thoughtful, lasting plans that provide financial security and peace of mind for the future.

HOW WE CAN HELP

Our core services

Our work starts with listening. We take the time to understand what matters most, then build a plan designed to help you make sense of every decision — from daily finances to lifelong goals.

View Our Services

Financial Planning

Your roadmap for life’s big decisions. We help you see the full picture: income, savings, taxes, and goals, then create a plan that grows and adapts with you.

Investment Management

A disciplined approach built on research, balance, and patience. We align your investments with your goals instead of the latest market headlines.

Retirement Planning

We help you turn savings into a strategy that creates income you can rely on and supports the lifestyle you’ve worked hard to build.

Business Succession

From valuations to transition timelines, we help business owners plan their next chapter with clarity and confidence while protecting both their life’s work and their family’s future.

Trust & Estate Services

We coordinate your estate, trusts, and legacy planning to ensure what you’ve built supports the people and causes that matter most.

Special Needs Planning

We work with families to create thoughtful, long-term plans that provide financial security and peace of mind for loved ones with unique needs.

100+

Years of combined experience.

OUR PROCESS

A clear plan, built around your goals

Every relationship at Highland Trust Partners begins with understanding. Our process is straightforward and transparent, designed to bring structure to your finances and confidence to your decisions from the first conversation to every review that follows. We can summarize our planning process in four simple steps.

We get to know you.

We build your plan.

We put the plan into action.

We stay by your side as life evolves.

Start The Process

WHO WE ARE

Your team at Highland Trust Partners

Meet The Full Team

Review

What our Customer Say ?

More than 99% customer satisfaction is our success.

The expertise and dedication of this team have been game-changers for our business. Highly recommended! Outstanding service! Their innovative approach helped us achieve measurable success in record time

Michael P

Director, Redical Orange Ptv Ltd.

From start to finish, the team provided unparalleled support. They truly understood our needs and delivered results that surpassed our expectations.

Michael Smith

Managing Director

The team at exceeded our expectations with their strategic insights and innovative solutions. Their professionalism and dedication to our success were truly remarkable.

Sophia Johnson

Founder of UrbanWave Solutions

Thanks to Casho, we streamlined our operations and achieved our growth goals. Their hands-on approach and expertise made a real difference for our business