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 Marietta, GA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Marietta, GA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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.
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.
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.
William Medcalf
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.
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.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
