Fee-Only Financial Advisors in Georgia

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".

Every Georgia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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

I can work with clients anywhere!

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, , Alpharetta Advisor, Cumming Advisor

Fee-only fiduciary financial planner and investment advisor serving clients locally in Cumming, Alpharetta, Peachtree Corners and East Cobb and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Darren Beck

CFP®, MBA

Pathway Financial Advisors

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.

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!

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

I can work with clients anywhere!

John Gjertsen

CFA®, CFP®, EA

BlueSky Wealth Advisors

Acworth, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Acworth, GA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Matthew Fassnacht

CFA, CFP®, CPA

Meridian Investments

Atlanta, GA

Specialties: Investment Management, Tax Minimization Planning, Comprehensive Financial Planning, Retirement Income Planning

We Are An Independent Fee-Only Fiduciary Wealth Management Firm located in Atlanta, GA specializing in Investments and Minimizing Taxes. We serve clients locally and across the country virtually.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

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!

Karly Holland

CFP®

Divergent Planning, LLC

Lawrenceville, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-only financial planner located in Bethesda, MD, serving clients locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Caroline Jones

CFP®, MS, EA, CDFA®

BlueSky Wealth Advisors

Kennesaw, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Kennesaw, GA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

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!

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors

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.

I can work with clients anywhere!

Jovan Johnson

MBA, CFP®, CPA/PFS

Piece of Wealth Planning LLC

Decatur, GA

Specialties: Comprehensive Financial Planning, Small Business Accounting, Small Business Taxes, Tax Planning, Tax Preparation, Investment Management, Retirement Income Planning, College Education Planning, Charitable Giving, Estate Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions, Cash Flow Planning

Piece of Wealth Planning LLC is an Atlanta-based small business accounting and fee-only financial planning firm dedicated to serving small business owners, established professionals, and medical professionals.

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!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Edward Kerns

CFP®, CDFA®

FOOTLAMP

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Opelika, AL, serving clients locally and across the country

I can work with clients anywhere!

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

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!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Molly Sutz

CFP®, MS, AFC®

BlueSky Wealth Advisors

Moultrie, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Moultrie, GA, serving clients locally and across the country

I can work with clients anywhere!

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.

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!

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

I can work with clients anywhere!

Chris McCall

Journey Beyond Wealth

Kennesaw, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Kennesaw, GA, serving clients locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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, Small Business Retirement Plans , Employer Stock Planning

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

I can work with clients anywhere!

Andy Avera

CFP®, CTFA, CAP®

Journey Beyond Wealth

Kennesaw, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-only comprehensive financial planner located in Marietta, GA, 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!

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.

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!

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

Brandy Wright

CDFA®, CFP®

Blake Financial Counsel, LLC

Atlanta, 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

Caleb Brown

MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Joshua Mastel

CFP®

Twenty Twenty Investment Advisors

Evans, GA

Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Woodstock, GA

Cathy Morgan

CPA, CFP®

Access Planning Partners, LLC

Roswell, GA

John Howard

CFP®, CPA/PFS, JD

Resource Planning Group, Ltd.

Atlanta, GA

Carol C. Berger

CFP®

Berger Wealth Management, LLC

Peachtree City, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Charlie Jordan

CPA, CFP®, CeFT®

Brightworth, LLC

Atlanta, GA

Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Atlanta, GA

Clayton Quamme

CFP®

AP Wealth Management

Augusta, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

Lori Dietzler

CFP®

Zero Gravity Financial, LLC

Atlanta, GA

Bill Cleveland

MBA, CPA, CFP®, PFS

Calvary Wealth

Augusta, GA

Patricia Sklar

CPA, CFA®, CFP®

Brightworth, LLC

Atlanta, GA

Chad Lackey

CPA/PFS, CFP®

Beacon Financial Advisers, Inc.

Conyers, GA

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Jon Houk

CFP®

Gratus Capital

Atlanta, GA

Roy Larsen

CFP®, AAMS®

Larsen Wealth Management, LLC

Gainesville, GA

Patrick King

CFP®

Prana Wealth

Atlanta, GA

Paul McNair

CFP®

The Monitor Group, Inc.

Martinez, GA

Marvin Jackson

CFP®

Abacus Wealth Factors, LLC

Savannah, GA

Jason Lina

CFA®, CFP®

Golden Bell Financial Planning

Alpharetta, GA

Garrett Donnelly

Founder & CEO

Donnelly Investments

Atlanta, GA

David Hultstrom

CFP®, ChFC®, CFA®, CAIA®

Financial Architects, LLC

Woodstock, GA

Mary Shaltis

Chicory Wealth

Decatur, GA

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

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    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.


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