Best Financial Advisors in Alpharetta, GA

Goodwin Investment Advisory, established in 2004, provides insights and guidance on retirement and financial planning to Alpharetta residents. The agency works with individuals and their insurance agents, lawyers, and accountants to help clients reach their financial goals. Its team of Certified Financial Planners covers the areas of portfolio and risk management as well as financial, tax, and estate planning. They also offer specialized services such as real estate investing and employer retirement planning. Goodwin Investment Advisory runs the "The Money P.I.G. Podcast."

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.

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.

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.

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.

Artisan Financial Strategies strives to help intentional leaders live impactful and fulfilling lives via collaborative financial consulting solutions. The company works with Alpharetta residents, corporate executives, privately held business owners, and high-net-worth individuals seeking estate or business succession and asset management assistance to grow and protect family wealth. Its comprehensive and concierge planning process enables clients to achieve their various complex goals and objectives, as well as streamline their financial decisions into one coordinated playbook.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.