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Best Financial Advisors in Albany, GA

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Albany Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



6Top Picks

Learn about our selection process.


featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

Albany, GA
Free Consultation Rating

Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Albany, GA Rating

Why choose this provider?

Need help contacting a Financial Advisor in Albany? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

2410 Westgate Dr. Suite 108, Albany, GA 31707 Rating

Review Sources

5.0 (11)

Why choose this provider?

OneAscent Wealth provides residents of Albany advice on handling money. The firm assists customers in planning their investments, retirement funds, and estates. It also helps customers formulate tax avoidance strategies that are permissible under revenue statutes. The company educates individuals on making values-based choices, encouraging them to place their money with companies whose values align with the investor's personal conscience. CEO Harry Pearson adopted this virtue-centered paradigm for his own establishment after close to two decades’ work as a financial advisor for other offices.

  • Certified Financial Planner (CFP)

2327 Lake Park Drive, Albany, GA 31707 Rating

Review Sources

5.0 (3)

Why choose this provider?

The Jenkins Group is a company that provides and tailors financial strategies for clients in Albany and the surrounding areas. It specializes in financial planning, trust services, and investment management. The firm's strategy starts by helping clients identify their financial goals. Included in the services are progress monitoring and updating goals. Founded in 1987, The Jenkins Group keeps watch on the financial marketplace, alerts clients regarding tax law revisions, and adjusts client portfolios for investments.

  • Certified Financial Planner (CFP)

1585 Broadway Avenue, New York, NY 10036 Rating

Review Sources

5.0 (1)

Why choose this provider?

Financial advisors at Morgan Stanley aim to help individuals, families, and institutions preserve and manage wealth to pursue their long-term or short-term goals. Serving Albany and the nearby communities, the firm provides a broad range of financial services, such as budgeting, cash management, retirement planning, and investment management. Morgan Stanley was established in 1935 and maintains offices and employees around the globe, including Australia, China, France, Switzerland, South Africa, and Saudi Arabia. CEO James Gorman is a member of the Financial Service Forum.

  • Wealth Management

613 Pointe North Blvd., Suite A, Albany, GA 31721 Rating

Review Sources

5.0 (1)

Why choose this provider?

Upland Wealth Advisors is an independent financial services firm that serves clients in Albany and the nearby metros. With its diverse range of financial solutions, the company assists individuals and businesses in managing their investments and financial assets. Investment planning, insurance management, retirement planning, education savings, life-change strategies, and estate planning are all handled by its financial advisors. In addition, the team specializes in 401(k) distribution options. Vic Sullivan, the company's founder, also founded Heroes Hunting, an annual outreach program for U.S. Marines.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Albany, GAFree Consultation
OneAscent Wealth
2410 Westgate Dr. Suite 108, Albany, GA 31707
The Jenkins Group
2327 Lake Park Drive, Albany, GA 31707
Morgan Stanley
1585 Broadway Avenue, New York, NY 10036
Upland Wealth Advisors
613 Pointe North Blvd., Suite A, Albany, GA 31721


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are your rights as a client of a wealth management firm in Albany?

    As a client of a wealth management firm in Albany, you have the right to courteous service, clear communication, and a suitable advisor. You are also entitled to receive recommendations that align with your needs, goals, and risk tolerance, as well as the right to know the costs associated with your accounts. Finally, you have the right to keep your personal information confidential and not sold.

  • What are the advantages of using employer-sponsored 401k programs in Albany?

    Using an employer-sponsored 401(k) in Albany offers numerous benefits for retirement savings. The program provides automatic contributions, diverse investment opportunities, attractive tax benefits, portability, creditor protection, potential employer contributions, and lower costs. These features make it a compelling and advantageous choice for employees seeking to secure their financial future during retirement.

  • What are the common wealth management services in Albany you can get?

    Wealth management firms offer a wide selection of financial services in Albany. These include account aggregation, cash flow planning, education and estate planning, family governance planning, portfolio construction and management, retirement planning, and tax consultation. These services aim to provide you with a comprehensive approach to reaching your financial goals and protecting your assets.

  • In Albany, what do property insurance and casualty insurance mean?

    Property and casualty insurance both provide crucial protection for both individuals and businesses. In Albany, property insurance safeguards possessions against theft or destruction, covering physical items such as homes, vehicles, and personal belongings. On the other hand, casualty insurance offers coverage for harm caused to others, helping protect assets from losses due to disasters or liability claims. Obtaining these types of insurance ensures proper protection and effective risk management for individuals and businesses.

  • What are the options for college funding plans available in Albany?

    In Albany, some common college investment options include:

    • certificates of deposit, or CDs, which offer fixed returns but limited liquidity.
    • U.S. government bonds, which are considered low-risk with potential tax benefits.
    • zero-coupon bonds, which provide discounted prices but have volatile prices.
    • stocks/mutual funds, which offer growth potential but are subject to market fluctuations and risks.

    Before making any investment decisions, you should thoroughly review the prospectus to ensure they are well-informed about the investment details and risks involved.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.