Broker Check

Our Firm


 Our History

Founded in 1996 by Karen C Vining, Vining Financial Services, Inc. is a Financial Planning and Wealth Management firm with a record of excellent service to our clients. We service our clients in East Cobb, Atlanta, the greater Atlanta area and the states in which we are licensed.

Our Broker Dealer, Triad Advisors, LLC was founded in 1998 by three principals with more than 90 years of combined experience in the securities industry.  Karen Vining was one of the founding representatives when Triad Advisors opened its doors and has continued with this exceptional organization to date.

Wealth & Pension Services Group, Inc. became our Registered Investment Advisor in 2015. They were founded nearly two decades ago with the goal of providing unbiased advice aligned with each client’s unique needs.