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 Georgia 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".
Select a city to refine your search:
- Acworth, GA
- Alpharetta, GA
- Athens, GA
- Atlanta, GA
- Augusta, GA
- Braselton, GA
- Buford, GA
- Canton, GA
- Cartersville, GA
- Chamblee, GA
- Columbus, GA
- Conyers, GA
- Cornelia, GA
- Cumming, GA
- Dacula, GA
- Decatur, GA
- Doraville, GA
- Douglasville, GA
- Duluth, GA
- Fayetteville, GA
- Gainesville, GA
- Holly Springs, GA
- Johns Creek, GA
- Kennesaw, GA
Every Georgia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
Robert McCarty
MBA
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Chris Musick
CFP®, CKA®
Purpose Financial Planning
Fayetteville, GA
Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Retirement Income Planning, Insurance Analysis, Tax Planning, Estate Planning, Charitable Giving
Financial advice for young Christian families, professionals, and business owners.
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
Melissa (Missie) Beach
CFP®, CDFA®
Wiser Wealth Management, Inc.
Marietta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Marietta, GA, serving clients locally and across the country
Steven Wykoff
CFP®
MLR Financial Partners
Suwanee, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Suwanee, GA, serving Northeast Metro Atlanta including Suwanee, Duluth, Buford, and Braselton, GA.
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Christian Mauser
CFP®, CIMA®, CRC®, CRPC™®, RMA®
ATLas Investment Advisors
Alpharetta, 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
Chris Parker
MS, CFP®
Parker Financial Planning, LLC
Alpharetta, GA
Specialties: Personal Financial Planning & Consulting, Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Wealth and Income Management for retirees
Owner/Principal, Sr. Client Advisor & Financial Planner, Investment Advisor Representative
Lindsay Lynn
CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Caroline Jones
CFP®, MS, EA, CDFA®
BlueSky Wealth Advisors
Kennesaw, GA
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
Phillip Hulme
CFP®, 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 their families throughout the Atlanta, GA area 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.
Ben Loughery
CFP®, CRPC™
Lock Wealth Management
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Corporate Retirement Plans for Businesses
Help those starting out, in or near retirement build a plan they can trust & feel safe with. Located in Atlanta, GA, serving clients locally and across 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
David Fountain
CFP®
Financial Consultants Group
Cumming, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Fee-Only Financial Planning, Fiduciary Financial Planning
Fee-only fiduciary financial planner and investment advisor serving clients locally in Cumming, Alpharetta, Peachtree Corners and East Cobb and across the country.
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
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
Ray Peebles
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group
Atlanta, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
John Gjertsen
CFA®, CFP®, EA
BlueSky Wealth Advisors
Acworth, GA
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
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
Chris Staples
CFP®, AIF®
Wealth 360, LLC
Buford, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner 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
James Daniel
CFP®, CFA®, CMT®, EA
The Advisory Firm, LLC
Alpharetta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning/Preparation
The Advisory Firm, LLC is your Alpharetta GA Retirement Strategist, focusing on Fee Only Financial Planning, Investment Management and Tax Optimization/Preparation.
Brad Robinson
CFA®, CFP®
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Scott Beaudin
CFP®, CPA/PFS
Pathway Financial Advisors
Atlanta, GA
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over 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
Billy Amberg
MBA
Bloomwood Capital Advisors LLC
Atlanta, GA
Specialties: Financial Planning, Family Office Services, Tax Planning, Estate Planning, Capital Gains Tax/Exit Planning, Charitable Giving, Equity Compensation, Complex/Not Liquid Net Worth
One hour or less could make you $100,000 wealthier or more. We create massive value through tax, estate, and financial planning for two types of clients: Young, high earning families. Families with 15MM+ net worth.
Molly Sutz
CFP®, MS, AFC®
BlueSky Wealth Advisors
Moultrie, GA
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
Darren Beck
CFP®, MBA
Pathway Financial Advisors
Atlanta, GA
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Chris McCall
CFP®, CIMA®
Journey Beyond Wealth
Roswell, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help multi-generational families of significant wealth get clear about what matters most - strengthening their family unit, making an impact, and enjoying their journey.
Kurt Dupuis
CFP®, CIMA®
Root Wealth Management
Decatur, GA
Specialties: Comprehensive Financial Planning, Fiduciary Advice, Retirement Income Planning, Investment Management, Estate Planning, Risk Management, Professional Collaboration, Multi-generational Planning, Charitable Giving
Fee-Only financial planner located in Decatur, GA, serving clients locally and across the country. Rooted in what matters most to you.
Andy Avera
CFP®, CTFA, CAP®
Journey Beyond Wealth
Roswell, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help multi-generational families of significant wealth get clear about what matters most - strengthening their family unit, making an impact, and enjoying their journey.
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.
Nick Garofalo
CFP® Candidate
Openhanded Wealth
Holly Springs, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Risk Mitigation, Biblically-based Investing, Tax Planning, Estate Planning
I help business owners create lasting wealth, so they can spend time on what matters. Make strategic financial decisions that simplify life and amplify impact.
Jeff Bernier
CFP®, CFS, ChFC®, MSFP
TandemGrowth Financial Advisors, LLC
Alpharetta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Alpharetta, GA, serving clients locally and across the country
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.
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Russ Thornton
Wealthcare for Women
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management
I help women retire with confidence and clarity. Retirement planning for women aged 55+. Serving clients nationally from our office in Atlanta, GA.
Edward Kerns
CFP®, CDFA®
FOOTLAMP FINANCIAL
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Solving TIAA complexity
We help clients over age 50 to retire by providing comprehensive retirement planning, investment management, and tax planning for a flat fee. Located in Opelika, AL and Atlanta, Ga while serving clients virtually nationwide.
Josh Duncan
CFP®
F5 Financial
McDonough, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate & Legacy Planning, Tax Planning
Fee-Only Financial Planner located in Venice, FL, and McDonough, GA, and serving clients across the US.
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
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
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
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, Estate planning, Insurance coordination, Financial planning
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Cannon Carr
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Ian Clemens
CFA®, CFP®
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Paul Culbreth
CFP®
Culbreth Wealth Management, LLC
Dacula, GA
Specialties: Comprehensive Financial Planning, Tax Planning, Wealth Management, Employer Sponsored Retirement Plans, Life Insurance and Annuity Reviews, Estate Planning
Fee-Only financial planner located in Dacula, GA, serving clients locally and across the country
Scarlott Cagle
MS-PFP, CFP®, EA
Wealthcare Capital Management, LLC
Decatur, GA
Specialties: Comprehensive Financial Planning, Portfolio Management, Retirement Income Planning, Tax Planning
Fee Only Financial Advisor Located in Decatur, GA who serves Clients in Decatur, Tucker, Metro Atlanta and across the country.
Scott Mackenzie
CFP®, CIMA®, CLU®, MBA
Private Family Wealth Advisors
Atlanta, GA
Specialties: Comprehensive Financial Planning, Holistic Wealth Management, Retirement Income Planning, Estate Financial Planning, Portfolio Management, Alternative Investments, Risk Management, Cash Management
A highly selective wealth management firm based in Atlanta, GA. We're more than wealth management—we’re your strategist and therapist.
Ben Jacobs
MS, CFP®, EA, AIF®
Fully Financial
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Cash Flow Management, Net Worth Protection, Risk Management, College Education Planning, Debt Structuring and Prioritization, Ongoing Financial Advice
Your dreams don’t have to wait until you retire. With full-service financial planning and fiduciary advice, we'll help you get where you want to be tomorrow while living fully today.
Curt Stowers
CFP®, PhD, MS
F5 Financial
McDonough, GA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning
Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.
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
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, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Richard Bean
CFA, CPA
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Helga Cuthbert
CFP®
Cuthbert Financial Guidance
Decatur, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your Path to a Brighter Financial Future
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
Casey Smith
Wiser Wealth Management, Inc.
Marietta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Marietta, GA, serving clients locally and across the country
Thomas Quinn
CFA, CPA
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jake Abrahamse
CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Justin Owens
CPA/PFS, CFP®, CKA®
Horizon Advisors LLC
ROME, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rome, GA, serving clients locally and across the country
Micah Porter
CFP®, CFA®
Minerva Planning Group, Inc.
Decatur, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Decatur, GA and Atlanta and Clients Nationwide
Miriam Falaki
CFP®
Savant Wealth Management
Atlanta, GA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Richard O'Donnell
CFP®
Savant Wealth Management
Atlanta, GA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
Lauren Way-Dobson
M.S., CFP®, CAP®
Elwood & Goetz Wealth Advisory Group
Atlanta, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Refine Your Search
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)
