Laurels

Best Financial Advisors in Alpharetta
2022

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SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Alpharetta, GA

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Atlas Investment Advisors

Atlas Investment Advisors

  • Retirement Planning
  • Tax Planning

Atlas Investment Advisors addresses the financial needs of individuals and families in Alpharetta. Its lead wealth advisor, Christian Mauser, is a Certified Financial Planner providing customized investment and financial planning services. His financial planning solutions include determining clients' goals, providing initial recommendations, and finalizing the plan. Mauser utilizes his technical expertise to advise clients on asset allocation, risk tolerance, and tax-loss harvesting. He is also a Certified Retirement Counselor and serves as a member of the NAPFA.

6600 Peachtree Dunwoody Road, Embassy Row 600, Sui...
Atlanta, GA 30238

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

BIP Wealth

BIP Wealth

  • Certified Financial Planner (CFP)

Founded in 2007, BIP Wealth is a wealth management firm that serves high-net-worth clients in Alpharetta and the surrounding areas. Its team helps clients formulate personalized financial plans that integrate tax reduction strategies, efficient passing on of assets to the next generation, and risk protection. Its line of clients includes highly-paid professionals, corporate executives, business managers, professional athletes, and retirees. Some of the wealth advisors at the company hold the Certified Financial Planner and Chartered Financial Analyst designations.

2500 Northwinds Parkway Building III, Suite 150
Alpharetta, GA 30009

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Bluerock Wealth Management

Bluerock Wealth Management

  • Retirement Planning

Bluerock Wealth Management is a fiduciary firm serving clients in and around Alpharetta. It provides financial advice on various areas, including investment strategies and business taxes. Its team of advisors helps individuals create financial plans, which cover estate plans, insurance coverages, college funds, and tax mitigation schemes. The company also assists people in establishing funds for philanthropic initiatives. Raj Chokshi, the firm's CEO, is a certified public accountant, an MBA degree holder, and a Certified Financial Planner.

3650 Mansell Road Suite 400
Alpharetta, GA 30022

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Elm3 Financial Group

Elm3 Financial Group

  • Certified Financial Planner (CFP)

Elm3 Financial Group is a tax and financial advisory firm serving individuals and businesses in Alpharetta. Its services include investment management, tax preparation and planning, and financial planning centered around short- and long-term goals like home purchase and retirement. For businesses, it offers bookkeeping and payroll services alongside management consulting regarding topics like product development and brand management. Founder Stacey Nickens holds a bachelor's degree in Accounting and is a member of the Financial Planning Association and National Association of Tax Professionals.

5755 North Point Pkwy #92
Alpharetta, GA 30022

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

87 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Forthright Wealth Management, LLC

Forthright Wealth Management, LLC

  • Certified Financial Planner (CFP)

Forthright Wealth Management, LLC, works with clients in Alpharetta and the nearby areas to develop a sustainable financial plan. It helps individuals grow their wealth, generate income in retirement, or preserve wealth for future generations. It also creates a diversified investment portfolio customized to the needs of each client. It also assists business owners in creating a succession plan. The firm offers its services to individuals, families, retirees, women investors, corporate executives, and healthcare professionals.

5755 N Point Pkwy Ste 47
Alpharetta, GA 30022

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

GER Loftin Wealth Advisors LLC

GER Loftin Wealth Advisors LLC

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Preparation

Founded in 1984, GER Loftin Wealth Advisors LLC caters to individuals from various walks of life. Serving the Alpharetta metro, the independent company creates holistic planning solutions to help clients achieve financial security. It provides financial planning services, which include debt management, tax and estate planning, and current investment and asset analysis. GER Loftin Wealth Advisors also deals with retirement planning and offers life, health, long-term care, and disability insurance policies. Its team brings over 85 years of combined industry experience.

6470 East Johns Crossing Suite 230
John’s Creek, GA 30097

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Goodwin Investment Advisory

Goodwin Investment Advisory

  • Tax Planning
  • Finance Planning
  • Estate Planning

Goodwin Investment Advisory is a financial advisory firm that caters to the financial needs of Alpharetta residents. Since 2004, the firm has been providing financial guidance to special needs, traditional, LGBTQ+, and blended families. Its advisors offer tax mitigation, estate planning, and private real estate investment services. Its president and founder, Tim Goodwin, is a Chartered Financial Planner. He is the author of the book "Exponential Wealth: How to Create Sustainable Income for Life."

3380 Trickum Rd Bldg. 800-102
Woodstock, GA 30188

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

62 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Haven Wealth Advisors

Haven Wealth Advisors

  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning

Haven Wealth Advisors provides services to clients in Alpharetta and nearby communities. The company assists individuals in managing their finances to help them during life transitions, such as marriages, first jobs, new home purchases, retirement, death of loved ones, or divorce. Its co-founder, F. Mackey Schneider, brings over four decades of experience in the field. He holds the Chartered Financial Analyst designation and is licensed to offer health and long-term care insurance.

3438 Peachtree Road NE, Ste 1200 Phipps Tower
Atlanta, GA 30326

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Innovative Financial Group

Innovative Financial Group

  • Certified Financial Planner (CFP)

Founded in 1936, Innovative Financial Group (IFG) provides consulting services to individuals and business owners in Alpharetta and the surrounding areas. It assists clients in developing comprehensive financial plans, which encompass retirement projections, tax strategies, insurance coverages, investments, and educational funds. IFG also partners with business entities, guiding owners in business continuity and business succession matters. Herman "Tommy" Thompson Jr., the financial planner at the firm, holds the Certified Financial Planner and Chartered Financial Consultant designations.

3520 Old Milton Parkway
Alpharetta, GA 30005

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Johns Creek Financial

Johns Creek Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Since 2002, Johns Creek Financial has been providing consulting services to people in Alpharetta. The company offers financial advice to diverse clients, from individuals, families, and executives to investors and retirees. Its advisors assist customers with financial planning, including estate plans, retirement projections, budget analysis, and insurance coverages. They also carry various insurance solutions, traditional investments, and alternative investments. Managing partners Michael R. Hyser and Brian J. McGill II hold the Certified Financial Planner designation.

5400 Laurel Springs Pkwy, Suite 1302
Johns Creek, GA 30024

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lyons Wealth Management, LLC

Lyons Wealth Management, LLC

  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Lyons Wealth Management, LLC, assists clients in Alpharetta in making financial decisions. It coaches individuals on how to manage their investments through tax-efficient strategies when investing in stocks, mutual funds, and exchange-traded funds. Its financial advisors also create retirement, tax mitigation, and charitable giving plans. The team serves clients with the underlying Christian-based motivation, helping them use money as a tool for helping their family and the community. Founder Larry Lyons is a Chartered Financial Consultant.

12600 Deerfield Parkway Suite 100
Alpharetta, GA 30004

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Merit Financial Advisors

Merit Financial Advisors

  • Certified Financial Planner (CFP)

Merit Financial Advisors caters to a diverse clientele, including business owners, executives, and individuals in Alpharetta. The firm offers customized financial and wealth planning solutions for people who want to prepare for retirement or manage their assets. Its advisors help clients navigate complex financial matters in making plans for cash flows, education, taxes, estates, goal fundings, and charitable giving. Merit Financial Advisors has been in the industry since 1998. It also has 25 offices operating nationwide.

2400 Lakeview Pkwy, Suite 550
Alpharetta, GA 30009

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

MH Wealth Management

MH Wealth Management

  • Retirement Planning

MH Wealth Management assists clients in the Alpharetta area with strategic financial planning and accountability. It collaborates with clients in analyzing their financial pictures and designing their short-term and long-term financial goals. The firm creates personalized strategies for investments and wealth management to meet each client's specific needs. In addition, it conducts insurance and tax evaluations. MH Wealth Management was founded in 2014 by Reid Markham, a Certified Financial Planner who has been in the industry since 2005.

3180 North Point Pkwy, Suite 107
Alpharetta, GA 30005

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Odyssey Personal Financial Advisors

Odyssey Personal Financial Advisors

  • Certified Financial Planner (CFP)

Odyssey Personal Financial Advisors provides services to individuals and families in Alpharetta and the surrounding areas. It offers financial advisory services to help clients achieve their goals and prepare them for all the life stages. It has various financial planning services, such as personal finance and budgeting, college saving and funding, tax, and healthcare planning. It also covers the clients' insurance needs and conducts behavioral coaching. One of its partners, Robert Fezza, has been serving clients as a Certified Financial Planner since 2002.

500 Sun Valley Drive Suite A6
Roswell, GA 30076

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Oster & Fischer LLC

Oster & Fischer LLC

  • Estate and Trust Specialist
  • Tax Preparation
  • Tax Planning

Oster & Fischer LLC is an independent firm that caters to families, individuals, and small business owners in the Alpharetta area. It helps clients secure their wealth and prepare for their future by providing them with a wide range of investment and financial services, including comprehensive wealth planning, financial planning, estate planning, asset management, and insurance services. Stephan Oster, the company's director of investment strategy, has earned the ChFC and CFS designations and attends workshops to stay abreast with the current industry trends.

4555 Mansell Road Suite 300
Alpharetta, GA 30022

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

oXYGen Financial

oXYGen Financial

  • Certified Financial Planner (CFP)

oXYGen Financial is an advisory firm that lists the Alpharetta metro as one of its service areas. The firm helps families get better at budgeting and growing their wealth through its proprietary oXYGen Financial Private CFO® services. It also assists professionals and employers in planning taxes, managing risks through insurance, and preparing for retirement. Established in 2008, the company has been featured in media publications such as The Wall Street Journal, Forbes, and Bloomberg.

35 Old Canton St
Alpharetta, GA 30009

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Planmark

Planmark

  • Certified Financial Planner (CFP)

Planmark, now operating under Wellspring Wealth, is a full-service pension consulting firm that serves clients in Alpharetta and the surrounding areas. In addition to wealth management for individuals and families, the firm also provides plan design, advisory, and third-party administration services regarding defined contribution plans, defined benefit plans, and non-qualified plans for companies. The financial advisors at Planmark hold several designations, including Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst, and Accredited Investment Fiduciary.

11720 Amber Park Drive Suite 150
Alpharetta, GA 30009

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealth Creation Atlanta

Wealth Creation Atlanta

  • Financial Planning

Wealth Creation Atlanta serves individuals, families, business owners, and professionals in and around Alpharetta. The firm works closely with clients in determining long-term and short-term financial goals to be able to develop customized financial roadmaps that fit individual needs. Some of its services include financial planning, risk management, tax planning and management, retirement and employee benefits, and estate planning. Financial advisor Chris Ellington holds the designations of Certified Financial Planner, Retirement Income Certified Professional, and Chartered Financial Consultant.

500 Sun Valley Dr Suite B1
Roswell, GA 30076

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

48 (Best)

Score Consistency:

Consistent (Best)

Wealth E&P

Wealth E&P

Located in Alpharetta, Wealth E&P describes its vision as developing client relationships and enhancing and preserving the financial well-being of its clients. It's an independent fee-based service that has particular experience in asset accumulation and preservation and income planning for clients with one eye on their retirements. The company's financial planners customize solutions for each client, carefully explain current economic conditions, and focus on investment strategies that manage risks.

5755 North Point Pkwy #232
Alpharetta, GA 30022

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Wealth With No Regrets

Wealth With No Regrets

  • Certified Financial Planner (CFP)

Wealth With No Regrets is an Alpharetta retirement lifestyle and wealth planning firm that serves various clients, such as women and business owners. Its services include custom-tailored investment and tax planning and solutions. By acting in the best interests of its clients, its team crafts custom plans for families that will help them achieve both their financial goals and lifestyle freedom. The firm, which offers step-by-step assistance in the retirement planning process, also assists in legacy and legal planning.

12600 Deerfield Parkway, Suite 150
Alpharetta, GA 30004

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

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