What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Athens, GA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Athens, GA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Phillip Hulme
MBA
Stars & Stripes Financial Advisors
Douglasville, GA
Specialties: Comprehensive Financial Planning, Hourly Financial Advice, Investment Management, Retirement Income Planning, Tax Planning
Serving military veterans and service members throughout the Atlanta, GA area and across the country
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Ben Jacobs
MS, CFP®, EA, AIF®
Fully Financial
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Management, Debt Structuring and Prioritization, Risk Management, Net Worth Protection, Ongoing Financial Advice, Estate Planning
Your dreams don’t have to wait until you retire. With full-service planning and unbiased advice, we'll help you get where you want to be tomorrow while living fully today.
Cecil Staton
CFP®, CSLP®
Arch Financial Planning, LLC
Athens, GA
Specialties: Student Loans, Public Service Loan Forgiveness (PSLF), Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Athens, GA, serving clients locally and across the country
Aysha Ballis
MS, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Lauren Way
M.S., CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business Retirement Plans , Employer Stock Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Lindsay Elwood
CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Tiffiny Hubbard
CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
