The firm oversees more than $1.3 billion in client money.

Keaton & Sams Wealth Management, based in Georgia, is partnering with Concurrent Investment Advisors as the former firm moves to independence. The business was previously affiliated with Raymond James & Associates

Led by founding managing partners Bill Keaton and Alfred Sams, Keaton & Sams oversees more than $1.3 billion in client assets. The partnership brings Concurrent’s total assets under management to more than $15 billion.

By affiliating with Concurrent and selecting Goldman Sachs Custody Solutions, the firm said it is gaining the freedom of entrepreneurship combined with the scale and institutional resources of a national platform.

A team of four professionals will transition with the founders to provide planning tools and investment solutions from offices in Savannah and Sea Island, Georgia.