Fee-Only Financial Planners in Georgia

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Georgia:

Ryan Pope

CFP®

Modera Wealth Management, 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

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

Scarlott Cagle

MS-PFP, CFP®, EA

Wealthcare Capital Management, LLC

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Distribution & Tax Planning, Investment Management, Incentive Stock Options

Fee Only Financial Advisor Located in Decatur, GA who serves Clients in Decatur, Tucker, Alpharetta, Gainesville, Eatonton, Carrollton, Metro Atlanta and across the country

Robby Schultz

CFP®, ChFC®, CPWA®

Rollins Financial Inc

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

Christopher Cannon

CFA®

FirsTrust, LLC

Atlanta, GA

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

Chief Investment Officer at FirsTrust, LLC, a Fee-Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide from multiple office locations

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

Andrew Langdon

CFP®, EA, MBA

VetWorth

Peachtree City, GA

Specialties: Retirement Planning, Tax Planning, 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

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

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.

Darren Beck

CFP®, MBA

Pathway Financial Advisors, LLC

Atlanta, GA

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth 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.

Amy Hollibaugh

CFP®

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

Thomas Presley

CFP®, CPA/PFS, CKA®, CGMA®

Brightworth, 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

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors, LLC

Atlanta, GA

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth 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.

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.

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

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.

Pat Fair

CFP®

AP Wealth Management

Augusta, GA

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

Collaborative Financial Stewardship with Your Life at the Center

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.

Jovan Johnson

MBA, CFP®, CPA/PFS

Piece of Wealth Planning LLC

Decatur, GA

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

Virtual fee-Only financial planner located in Atlanta, GA, serving medical professionals, educators, young professionals, and charitably inclined professionals locally and 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.

Christian Koch

CFP®, CPWA®, CDFA®, RICP®

KAM - South, LLC

Atlanta, GA

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

Fee Only Financial Advisor Located in Atlanta, GA and serving the Entire Athens, Peathtree City, and Metro-Atlanta Area

Michelle Kruger

Ph.D., 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.

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!

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

Josh Duncan

CFP®

F5 Financial

McDonough, GA

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

Fee-Only Financial Planner located in Venice, FL, and McDonough, GA, and serving clients across the US.

Patricia Sklar

CPA, CFA®, CFP®

Brightworth, LLC

Atlanta, GA

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

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

Steve Blankenship

CFP®

Heritage Financial Planning

Atlanta, GA

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

Fee-Only financial planner with offices in Dallas, TX, and Atlanta, GA serving clients locally and across the country

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

Gene McManus

CFP®, CPA

AP Wealth Management

Augusta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Retirement Withdrawal Strategies

Collaborative Financial Stewardship with Your Life at the Center

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

We offer comprehensive financial planning for a flat fee monthly subscription that you can cancel at any time. Our process is all about clarifying your goals and values around money, prioritizing those goals, and developing a straightforward plan to guide you toward those goals.

Tom O'Gorman

MBA

AP Wealth Management

Augusta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning

Collaborative Financial Stewardship with Your Life at the Center

Matthews Barnett

CFP®, ChFC®, CLU®

Day & Ennis, LLC

Macon, GA

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

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

Matthew Heller

MBA, CFP®

Day and Ennis, LLC

Macon, GA

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

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

Clayton Quamme

CFP®

AP Wealth Management

Augusta, GA

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning, Tax Planning, Estate Planning, Insurance Planning

Collaborative Financial Stewardship with Your Life at the Center

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

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

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

Michael Koenig

CFP®

FirsTrust, LLC

Atlanta, GA

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

Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide

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.

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

John Day

CPA, PFS

Day and Ennis, LLC

Macon, GA

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

Fee-Only Financial Advisor located in Macon and Blairsville, GA and serving the entire region

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 planner located in Cumming, GA, serving clients locally, in Alpharetta, Peachtree Corners and East Cobb 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.

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

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

Be sure to note the new office address!

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.

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

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

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.

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.

Brad Lyons

CFP®

Wiser Wealth Management

Marietta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Hourly Planning, Small Business Retirement Plans, Investment Management, College Education Planning,

Fiduciary, fee-only financial planner located in Marietta, GA, serving clients 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.

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

Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Special Needs Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving

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

Ben Jacobs

MS, CFP®, EA, AIF®

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.

Elayne Pisarik

CFP®, CLU®, ChFC®

FirsTrust, LLC

Atlanta, GA

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

Fee-Only financial planner located in Tampa, FL, 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.

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

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.

Josh Chamberlain

MBA, CFP®

Chamberlain Financial Advisors

Decatur, GA

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

Fee-Only financial planner located in Decatur, GA, 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.

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.

Bill Ennis

CPA/PFS

Day and Ennis, LLC

Macon, GA

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

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

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.

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.

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

Christian Mauser

CFP®, CIMA®, CRC®, CRPC®

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

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

Mark Willoughby

Modera Wealth Management, LLC

Atlanta, GA

Amanda Valenti

Brightworth, LLC

Atlanta, GA

Kyle Kvalheim

KV Financial Planning

Atlanta, GA

Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Woodstock, GA

Alan Thomson

CFP®

Resource Planning Group, Ltd.

Atlanta, GA

Charlie Jordan

CPA, CFP®, CeFT®

Brightworth, LLC

Atlanta, GA

Ryan Halpern

Brightworth, LLC

Atlanta, GA

Richard St. John

St. John & Associates, Inc.

Roswell, GA

Mary Shaltis

Chicory Wealth

Decatur, GA

Lisa Brown

Brightworth, LLC

Atlanta, GA

Sally Shelton

Compass Wealth Management

Atlanta, GA

Bill Hampton

Hampton Tax & Financial Services LLC

Stockbridge, GA

Lori Dietzler

CFP®

Zero Gravity Financial, LLC

Atlanta, GA

Robert Sinsheimer

CFP®, CPA, MBA

Modera Wealth Management, LLC

Atlanta, GA

Thomas Cloud, Jr.

Eleven Two Fund Management, Inc.

Marietta, GA

Luke McCord

Greenway Financial Planning, LLC

Cumming, GA

Caleb Brown

MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Lance Miller

Compass Wealth Management

Atlanta, GA

Bill Cleveland

MBA, CPA, CFP®, PFS

Calvary Wealth

Augusta, GA

Swarn Chatterjee

Ph.D., MBA

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

David Polstra

Brightworth, LLC

Atlanta, GA

Rachael Neil

Bluerock Wealth Management, LLC

Alpharetta, GA

Raj Chokshi

Bluerock Wealth Management, LLC

Alpharetta, GA

Warren Wick

Oakbridge Partners

Atlanta, GA

Daniel Kirslis

Chicory Wealth

Decatur, GA

Patrick King

CFP®

Prana Wealth

Atlanta, GA

Alicia Sher

Bluerock Wealth Management, LLC

Alpharetta, GA

David Clarken

FWI Wealth Management

Sandy Springs, GA

Mark Holdwick, Jr.

The Monitor Group, Inc.

Evans, GA

Daniel McNabb

Chicory Wealth

Decatur, GA

Chad Lackey

CPA/PFS, CFP®

Beacon Financial Advisers, Inc.

Conyers, GA

Kevin Woods

Gratus Capital, LLC

Atlanta, GA

Daniel Hannoush

One & Done Financial

Covington, GA

Jim Stanhouse

Stanhouse Financial Planning & Mgt.

Stone Mountain, GA

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Andrew Berg

Homrich Berg

Atlanta, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Barry Kaplan

Modera Wealth Management, LLC

Atlanta, GA

Lance Palmer

Ph.D., MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Jon Houk

CFP®

Gratus Capital

Atlanta, GA

Scott Winkler

Winkler Financial Planning, LLC

Norcross, GA

Desmond Quigley

Quigley Financial

Peachtree City, GA

Thad Gilliam

CFA, CFP®

Verisail Partners

Atlanta, GA

Chase Mouchet

Brightworth, LLC

Atlanta, GA

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

Garrett Donnelly

Founder & CEO

Donnelly Investments

Atlanta, GA

Randall Avery

RSA Deasil Advisors, LLC

Scottdale, GA

Thomas Cloud

Third Act Retirement Planning, Inc.

Woodstock, GA

Colleen Giffin

Beall Financial Planning, Inc.

Macon, GA

Don Wilson

Brightworth, LLC

Atlanta, GA

Sidney Divine

CFP®, ChFC®, RLP

Divine Wealth Strategies

Atlanta, GA

B Brandon Mackie

The Mather Group

Atlanta, GA

Sammy Grant

Homrich Berg

Sandy Springs, GA

Ray Padron

Brightworth, LLC

Atlanta, GA

Marvin Jackson

CFP®

Abacus Wealth Factors, LLC

Savannah, GA

Paul Sinatra

Regency Financial Planning, LLC

Atlanta, GA

Natalie Schmook

Hayes Wealth Advisors

Dunwoody, GA

Norris Edmonson

Beacon Financial Advisers, Inc.

Conyers, GA

Taylor Stanfill

CFP®

Verisail Partners

Atlanta, GA

Nathan Corbitt

Brightworth, LLC

Atlanta, GA

Justin Gillette

Bluerock Wealth Management, LLC

Alpharetta, GA

Brandy Wright

CDFA®, CFP®

Blake Financial Counsel, LLC

Atlanta, GA

Melanie Robertson

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Kevin Allman

The Mather Group

Atlanta, GA

Robert Amato

Compass Wealth Management

Atlanta, GA

Allen Sakon

Chicory Wealth

Decatur, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

Bryan Totri

St. John & Associates, Inc.

Roswell, GA

Jacob Burleson

Modera Wealth Management, LLC

Hampton, GA

Phillip Hulme

Stars & Stripes Financial Advisors

Douglasville, GA

Paul McNair

CFP®

The Monitor Group, Inc.

Martinez, GA

Trenton Arnone

Homrich Berg

Atlanta, GA

Scott Voigt

CFA, CPA, CFP®

Verisail Partners

Atlanta, GA

Jacob Newcomer

Chicory Wealth

Decatur, GA

Gregory St. John

St. John & Associates, Inc.

Roswell, GA

Annika Ferris Cushnie

Brightworth, LLC

Atlanta, GA

Cathy Morgan

CPA, CFP®

Access Planning Partners, LLC

Roswell, GA

Daan Mutsaers

Bluerock Wealth Management, LLC

Alpharetta, GA

Bud Boland

Brightworth, LLC

Atlanta, GA

Ryan Moore

Jato Wealth Advisory

Swainsboro, GA

David Hultstrom

CFP®, ChFC®, CFA®, CAIA®

Financial Architects, LLC

Woodstock, GA

John Howard

CFP®, CPA/PFS, JD

Resource Planning Group, Ltd.

Atlanta, GA

Roy Larsen

CFP®, AAMS®

Larsen Wealth Management, LLC

Gainesville, GA

Carol C. Berger

CFP®

Berger Wealth Management, LLC

Peachtree City, GA

Jason Lina

CFA®, CFP®

Golden Bell Financial Planning

Alpharetta, GA

Joshua Mastel

CFP®

Twenty Twenty Investment Advisors

Evans, GA

Charles Wood

CFP®

Brightworth, LLC

Atlanta, GA

Tricia Mulcare

Homrich Berg

Atlanta, GA

Alan Gaylor

Alder Financial Group

Atlanta, GA

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    Legally sworn and obligated to always place the interest of the client ahead of their own.

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    Not affiliated with any brokerage firm, bank, or insurance company.


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