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 Atlanta, 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 Atlanta, GA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Darren Beck
CFP®, MBA
Pathway Financial Advisors, LLC
Atlanta, GA
Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Personal CFO, Estate Planning, Tax Planning
The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Helen Ngo
CFP®
Capital Benchmark Partners, LLC
Atlanta, GA
Specialties: Personal & Business Tax Planning, Planning for New Businesses, Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Renée Weese
CFP®, MBA
Nora Wealth Advisors, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Cliff O'Conner
ChFC®, CPWA®, CIMA®
C.W. O'Conner Wealth Advisors, Inc
Duluth, GA
Specialties: Business advisory, Wealth management, Investment management, College education planning, Tax planning, Retirement planning
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
John Stoj
MBA
Verbatim Financial
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Flat-Fee, Fee-Only financial planner located in Sandy Springs, GA, serving clients locally and across the country
Leslie Trowbridge
CFP®
Family First Financial Planning
Cornelia, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Georgia and Florida, and where allowed in other states.
Lauren Way
M.S., CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Atlanta, 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
Atlanta, 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.
Melanie Robertson
CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Atlanta, 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.
Lane Mullinax
JD, CFP®, MBA, CRPS®
NPV Advisory Services, LLC
Cartersville, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only and Fiduciary since 2004.
Curt Stowers
CFP®, PhD, MS
F5 Financial
McDonough, GA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.
Robby Schultz
CFP®, ChFC®, CPWA®
Rollins Financial Advisors, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Distribution Planning, Retirement Account Strategies, Investment Management & Tax Planning
Robby is a Fee-Only financial planner located in Atlanta (Buckhead) serving clients locally and across the country
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group, LLC
Atlanta, 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
Atlanta, 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.
Scott Beaudin
CFP®, CPA/PFS
Pathway Financial Advisors, LLC
Atlanta, GA
Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Personal CFO, Estate Planning, Tax Planning
The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Aysha Ballis
MS, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Atlanta, 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.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group, LLC
Atlanta, 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.
Chris Moore
CFP®
Moore Family Financial, an office of CGN Advisors, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and virtually across the country
Dennis Sabo
CFA
Edge Capital Partners
Atlanta, GA
Specialties: Comprehensive Financial Planning, Income-producing Strategies, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Atlanta, 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
Atlanta, 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.
Jeffery Wright
CFA
Wright Wealth LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Wealth Management, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
David E. Barfield
CFP®
Datapoint Financial Planning, LLC
Canton, GA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits Analysis
Hourly Financial Planning
Kaya Ladejobi
CFP®, MBA
Earn Into Wealth Strategies
Atlanta, GA
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning
Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.
Bradley Hilton
CFP®
Sonas Financial Planning
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
We help individuals, families, and business owners like you create and enjoy financial freedom. Fee-Only financial planner located in Atlanta, Brookhaven, Chamblee, and Dunwoody Georgia serving clients locally and across the country.
Lia Bertelson
CFP®
Together Planning
Roswell, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Roswell, GA, serving clients locally and across the country
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
Christian Mauser
CFP®, CIMA®, CRC®, CRPC®, RMA®
ATLas Investment Advisors
Cumming, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only investment advisor located in Cumming, GA, serving clients locally and across the country
Andrew Langdon
CFP®, CSLP®, EA, MBA
VetWorth
Peachtree City, GA
Specialties: Retirement Planning, Tax Planning, Student Loan Analysis, Comprehensive Financial Planning, College Education Planning, Investment Management, Protection Planning
Fee-Only financial planner serving veterinarians locally in the Atlanta area and virtually across the country
Chloe Moore
CFP®
Financial Staples
Atlanta, GA
Specialties: Comprehensive Financial Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions, Tax & Estate Planning, Career Coaching & Management
Serving tech professionals locally and across the country
Russ Thornton
Wealthcare for Women
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Atlanta, GA, serving women locally and across the country
Contey Smith
CFP®
Motus Wealth
Atlanta, GA
Specialties: Equity Compensation, Investment + Portfolio Management, Legacy Planning, Cash Flow + Tax Planning, Retirement Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Chris Hardy
CFP®, ChFC®, CLU®, EA, AIF®
Paramount Investment Advisors
Buford, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
NAPFA Registered, Fee-Only Financial Planner located in Buford, GA and Serving the Greater Atlanta, Alpharetta, Cumming, Suwanee, Johns Creek and Roswell Area
Dan Mahoney
CFP®
True Square Financial
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, 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)
