I have had the pleasure of knowing Lytle Rather for over 20 years. I first met Lytle through his involvement with our family business. Lytle and his experienced team have served my family well. They have a way of making you feel like family, and their passion for helping others achieve and maintain their financial goals is evident. They have a unique formula for first getting to understand what's important to you and your family, and then building a game-plan to reach and maintain those goals. Collaboration is a huge part of wealth management and Lytle and his team are great about working with your current in-place team of advisors (CPA, estate planning, etc.) or can assist in finding suitable experts if needed. I can 100% recommend Lytle Rather, his partner Chris Kittrell, and their entire team of experts without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.