Fee-Only Financial Advisors in Athens, GA

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Melanie Robertson

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Caleb Brown

MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Swarn Chatterjee

Ph.D., MBA

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Lance Palmer

Ph.D., MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

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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)

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