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".
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Every Georgia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Shawna Theriault
CFP®, CPA, CDFA®
Wiser Wealth Management, Inc.
Marietta, GA
Specialties: Financial Planning, Asset Management, Retirement Planning, College Planning, Tax Strategy
Wiser Wealth Management in Marietta, Georgia specializes in financial planning and wealth management with no product sales and no commissions. Through our flat fee approach, we help you build a clear path toward financial confidence.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Nick Fazio
CPA, CFA, CFP®
Chattahoochee Wealth
Cumming, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation Planning, Charitable & Estate Planning, Risk Management
We help metro Atlanta professionals in their 50s and 60s turn their peak earnings years into tax-smart retirement readiness.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Michaela Dowdy
CFP®, CBDA
Wiser Wealth Management, Inc.
Marietta, GA
Specialties: Financial Planning, Asset Management, Retirement Planning, College Planning, Tax Strategy
Wiser Wealth Management in Marietta, Georgia specializes in financial planning and wealth management with no product sales and no commissions. Through our flat fee approach, we help you build a clear path toward financial confidence.
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
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.
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
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.
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group
Alpharetta, 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.
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.
Jeffery Wright
CFA
Wright Wealth LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Wealth Management, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
The military defines leadership as the process of influencing people by providing purpose and motivation to accomplish the mission and improve the organization. At Wright Wealth, we hold true to this approach through our financial services.
Nick Garofalo
CFP® Candidate
Openhanded Wealth
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Risk Mitigation, Biblically-based Investing, Tax Planning, Estate Planning
Openhanded Wealth is a financial planning company that exists to help Christians become faithful stewards, kingdom advancers and fulfillers of the great commission through their finances.
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
Curt Stowers
CFP®, PhD, MS
F5 Financial
McDonough, GA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning
F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Alpharetta, 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
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
Riley Maher
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.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group
Alpharetta, 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.
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, Consolidated Performance Reporting Across Multiple Firms, Pre-Exit and Post-Exit Planning
A highly experienced wealth management firm based in Atlanta, GA. We're more than wealth management—we’re your financial strategist, planner and therapist.
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. Located the the Atlanta, GA, we serve clients all over the country.
William Medcalf
CFP®, CDBA
Wiser Wealth Management, Inc.
Marietta, GA
Specialties: Financial Planning, Asset Management, Retirement Planning, College Planning, Tax Strategy
Wiser Wealth Management in Marietta, Georgia specializes in financial planning and wealth management with no product sales and no commissions. Through our flat fee approach, we help you build a clear path toward financial confidence.
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
Sam Bahde
CFP®, 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.
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.
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
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.
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.
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.
Michael Schell
CFP®, EA
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 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
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.
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
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.
Matt Higbie
CFA, CFP®, TPCP®
Birchwood Capital
Loganville, GA
Specialties: Investment Management, Tax Planning, Raising successful and grounded children/grandchildren, Private foundations/Donor advised funds/Gifting appreciated stock, Private investment evaluation, Tax efficient accumulation and withdrawal strategies, Roth conversion, RMDs, and Qualified Charitable Distributions, Gain & loss harvesting, Asset location optimizing
Flat-fee wealth management for families with $5M-25M. One transparent fee. No AUM. No hidden incentives.
Bradley Hilton
CFP®, TPCP®, MBA/MSFP
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
Flat-Fee financial planner providing ongoing retirement planning, tax planning and investment management (for a flat annual fee) in person locally around Atlanta, and virtually throughout the country. Flat-Fee. Fee-Only. Fiduciary. Fully Independent.
Josh Duncan
CFP®
F5 Financial
McDonough, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate & Legacy Planning, Tax Planning
F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.
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.
Ben Loughery
CFP®, CRPC™
Lock Wealth Management
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Corporate Retirement Plans for Businesses
Fiduciary Atlanta Financial Advisor Securing your retirement income with tax-smart strategies built for life
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
Cecil Staton
CFP®, CSLP®
Arch Financial Planning, LLC
Macon, GA
Specialties: Tax Planning, Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Student Loans, Public Service Loan Forgiveness (PSLF), College Education Planning, Estate Planning
Fee-Only financial planner located in Athens, GA, serving clients locally and across the country
Jonathan Smith
CFP®
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 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
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.
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
Here at Root Wealth Management, we are people helping people. We spend time getting to know you and your goals and work to create ways to bridge the gap between where you are today and where you want to go.
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.
David Fountain
CFP®
Fountain Wealth Partners / Financial Consultants Group
Alpharetta, 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.
Connor Siegelski
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.
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
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
Alpharetta, 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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
Vincent Clark
CFP®, EA
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.
Jim Livingston
Livingston Financial Planning
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Education Planning, Tax Planning, Investment Management, Insurance Analysis, Estate Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country. Hourly Planning & Flat-Fee Investment Management.
Brandon Seibel
CFP®
Oasis Wealth Planning Advisors, LLC
Alpharetta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Alpharetta, GA and beyond through in-person and video conferencing.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors, LLC
Alpharetta, 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 throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.
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.
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, our No Stress Retirement™ approach means one advisor to do your financial planning, proactive money management and tax prep each year. Your own personal financial officer.
Tyler Day
CFP®, CSLP®
Foresight Financial Planning
Alma, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and Education Planning, Tax Planning and Optimization, Practice Ownership and Business Planning, Debt Management and Strategy, Insurance Analysis and Planning
Financial Planning For Optometrists. With deep insights into the optometry profession, we build and optimize financial plans for optometrists that can turn your professional success into personal wealth and security.
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 with offices in Bozeman, MT and Suwanee, GA.
Brian K. Seymour, II
CFP®, ChFC®, RICP®, TPCP®, WMCP®
Prosperitage Wealth
McDonough, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McDonough, 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 virtually across the country
Lance Palmer
Ph.D., MBA, 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.
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
Tiffiny Hubbard
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.
Edward Kerns
CFP®, TPCP®
FOOTLAMP FINANCIAL
Atlanta, GA
Specialties: Retirement Planning for Real Estate Investors, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Solving TIAA complexity
Retirement planning for owners of investment real estate. We help people over 50 to integrate their rentals, retirement and taxable accounts, taxes, retirement income, and estate plan into one coordinated strategy.
Emily Stephenson
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.
Casey Smith
Wiser Wealth Management, Inc.
Marietta, GA
Specialties: Financial Planning, Asset Management, Retirement Planning, College Planning, Tax Strategy
Wiser Wealth Management in Marietta, Georgia specializes in financial planning and wealth management with no product sales and no commissions. Through our flat fee approach, we help you build a clear path toward financial confidence.
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
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
Lauren Way-Dobson
M.S., CFP®, CAP®
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.
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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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)
