Highland Trust Partners is an independent wealth management firm based in Athens, Georgia. Founded in 2015, we bring together more than 100 years of combined experience to help families and business owners organize their finances, plan with purpose, and make confident decisions for the future. Our team believes that good financial planning starts with listening and understanding where you are today and where you want to go.
We help families and business owners make sense of their money and plan with confidence through every stage of life. Our mission is to bring clarity to complex decisions and provide guidance that stands the test of time.
We’re committed to putting people first — offering honest advice, thoughtful strategies, and the ongoing support needed to help you stay on track. Independence gives us the freedom to act solely in your best interest, while our process ensures your plan stays aligned with your goals as life changes.
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.
We believe good financial planning changes lives. It’s not just about growing wealth, it’s about bringing clarity to decisions, confidence to transitions, and peace of mind to families. We serve because we care deeply about helping people live better, more secure lives.
The financial world can feel overwhelming. We take the time to explain every decision, answer every question, and make sure you always know where you stand.
Our work goes beyond spreadsheets and markets. We help families build legacies, business owners protect what they’ve built, and individuals align their money with their values.
We build relationships that last, providing guidance and reassurance through every milestone, transition, challenge, and success along the way.
We founded Highland Trust Partners in Athens, Georgia in 2015 with one goal: to serve clients independently, transparently, and personally. When it came time to name our firm, we wanted something that reflected both what we do and who we are.
“Trust” represents more than reliability. It speaks to the legal trust work that’s part of so many of our client relationships from estate planning to corporate retirement benefits. “Partners” reflects how we work with you, side by side, to define goals and make confident decisions. And “Highland” came from the idea of safety and higher ground, a place you can turn when life feels uncertain or the financial waters rise.
Today, we continue to help families and business owners plan with clarity, confidence, and care.
Year Founded
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Our work begins and ends with people. We build lasting relationships, act with integrity, and bring passion and knowledge to every plan we create. These values guide every decision and define how we show up for our clients with clarity, care, and commitment.
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
From start to finish, the team provided unparalleled support. They truly understood our needs and delivered results that surpassed our expectations.
The team at exceeded our expectations with their strategic insights and innovative solutions. Their professionalism and dedication to our success were truly remarkable.
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
From day one, Casho demonstrated professionalism and a genuine commitment to our success. Their innovative approach helped us reach new heights
