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Best Financial Advisors in Macon, GA

Our Recommended Top 11

We did the research for you!

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

32Reviewed

23Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Macon, GA
Free Consultation

Expertise.com 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
  • Financial Planning
  • Investment Management
  • Retirement Planning

Macon, GA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Macon? 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.

4875 Riverside Drive Suite 201, Macon, GA 31210

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Rosenberg Financial Group, Inc., is an independent company that serves the residents of Macon and the nearby metros. The business utilizes its Personalized Investment Management System in managing clients’ assets. Its team of professionals also offers the Retire-Relax Solution, an investment approach for both pre-retirees and retirees. The service includes exit strategies for cases that involve high-risk investments. Sherri L. Goss, the firm’s president, is a Certified Financial Planner with more than two decades’ worth of experience in the financial industry.

  • Finance Planning

2939 McManus Road, Macon, GA 31220

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Christy Capital Management, Inc., offers financial advice and services to the residents of Macon and the adjacent communities. It formulates customized financial plans with retirement strategies that fit clients' goals. It gives investment advice, uses tax management and employee benefit analyses, implements estate conservation, and obtains annuities and insurance plans. Christy Capital Management's president Brandon Christy is a certified public accountant. He is also a Personal Financial Specialist, a designation given to CPAs who completed certain benchmarks in financial planning training.

  • Certified Financial Planner (CFP)

125 Plantation Centre Drive S., Bldg. 400, Macon, GA 31210

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Day & Ennis, LLC is a financial advisory firm that has been serving individuals and business owners in Macon since 1998. Its advisors help clients in financial planning, which covers investments, cash flow, retirement, income tax, and estate planning. The firm also assists in insurance and risk management matters. The company partner, John Day, is a CPA/PFS and a registered financial advisor with the National Association of Personal Financial Advisors. He is a member of the Financial Planning Association.

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

3920 Arkwright Rd Ste 100, Macon, GA 31210

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Baldschun, Windham, and Jones is a Macon-based firm that has been assisting individuals, families, and businesses for over 160 years. It assists in the process of financial planning for different purposes such as buying a new home, funding a child's education, or living comfortably in retirement. Its team considers financial security, wealth accumulation, risk management, and wealth preservation and distribution throughout the phases of building a financial strategy. The firm also offers insurance products and investment advisory, private client, and trust services.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

2107 Ingleside Avenue, Macon, GA 31204

Expertise.com Rating

Why choose this provider?

Beall Financial Planning is a firm that aids families and individuals in Macon to achieve their dreams through financial planning and investment management. When crafting a financial plan, its team reviews the client's present financial situation and considers short-term and long-term goals. It then identifies the steps and resources needed to realize the client's financial targets and helps implement the plan. It also continuously reviews these steps and makes necessary adjustments along the way. The firm has been serving clients for more than five decades.

  • Estate Planning

300 Mulberry Street Suite 300, Macon, GA 31201

Expertise.com Rating

Review Sources

Google
4.0 (8)

Why choose this provider?

Mauldin & Jenkins is a financial planning firm that has been serving clients in the Macon area since 1918. Its team helps individuals and families manage their money and prepare for retirement with stable and sufficient income. The firm also assists in tax planning concerns, along with estate planning like setting up trusts and charitable foundations. It handles business concerns like accounting, mergers, acquisitions, and financial statements for various industries, including manufacturing, agriculture, retail, healthcare, and distribution.

  • Estate Planning
  • Tax Planning
  • Financial Planning

2607 Vineville Ave, Suite 104, Macon, GA 31204

Why choose this provider?

Edward Vance Investment Management caters to clients in the Macon area. The firm helps create investment plans based on an investor's risk tolerance, goals, and cash flow needs. It then works on maintaining sustainable investments, while providing quarterly performance reports and aggregated account holdings. The company also helps clients with insurance issues, tax planning, retirement, and estate planning. Founder Edward Vance is a Certified Financial Planner who served as Vice President of Investments at Banc of America Investment Services, Inc.

  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

1200-A Northside Crossing, Macon, GA 31210

Expertise.com Rating

Why choose this provider?

Point North Financial is a company that caters to clients in Macon and the nearby areas. Its team of professionals provides a wide range of customized strategies and guidance for individuals, including financial planning, individual retirement or education planning, and investment advisory programs. The firm also offers equity and fixed-income investments, disability and long-term care insurance, annuities, and traditional brokerage or investment accounts. One of its partners, Russ Henry, is a Certified Financial Planner and Chartered Financial Consultant.

  • Estate Planning

3821 Vineville Avenue, Macon, GA 31204

Why choose this provider?

Southern Investment Partners crafts financial plans and strategies for clients in Macon. Its team helps them build their wealth by investing in financial products that align with their goals and needs. It aids customers in protecting their families through insurance, college planning, and estate protection. It also works to preserve their wealth and assets. After having financial plans in place, the company's advisors continue to monitor them to ensure that they are still appropriate for the clients' situations. Southern Investment Partners has been operating for over two decades.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Macon, GAFree Consultation
Rosenberg Financial Group, Inc.
4875 Riverside Drive Suite 201, Macon, GA 31210
Christy Capital Management, Inc.
2939 McManus Road, Macon, GA 31220
Day & Ennis, LLC
125 Plantation Centre Drive S., Bldg. 400, Macon, GA 31210
Baldschun, Windham, and Jones
3920 Arkwright Rd Ste 100, Macon, GA 31210
Beall Financial Planning
2107 Ingleside Avenue, Macon, GA 31204
Mauldin & Jenkins
300 Mulberry Street Suite 300, Macon, GA 31201
Edward Vance Investment Management
2607 Vineville Ave, Suite 104, Macon, GA 31204
Point North Financial
1200-A Northside Crossing, Macon, GA 31210
Southern Investment Partners
3821 Vineville Avenue, Macon, GA 31204

FAQs

  • 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.

  • Do Roth IRAs in Macon have required minimum distributions?

    No. There are no required minimum distributions for Roth IRAs in Macon. You can retain the money in your Roth IRA account where it might grow tax-free, and the government will not take any amount out of it. This is yet another justification to do pre-retirement Roth conversions in Macon.

  • Who is commonly covered by Medicare in Macon?

    Medicare covers residents of Macon who are older than 65 and younger persons with qualifying impairments. Medicare coverage is only available to U.S. citizens or those with the legal right to be in the country. However, if a person has lived in the U.S. for at least five years without breaking the law, they may be eligible for Part A's restricted benefits.

  • What is a senior independent living in Macon?

    In Macon, senior independent living refers to a housing complex for those 55 and over. Apartments and single-family homes are both common types of housing in these areas. These residences or flats have the advantage of being more senior-friendly and accessible, with features like tubs with doors for entry, fewer or no stairs, and no gardening work.

  • How should you get ready for your meeting with a financial advisor in Macon?

    You should have an overview of your income and expenses, as well as a summary of your assets and debts, ready for your meeting with a financial counselor in Macon. The relevant financial records you have should be organized. Additionally, you must compile a list of inquiries for the financial advisor.

  • Are there age and income requirements in Macon to start a Roth IRA?

    There isn't a set age in Macon for opening a Roth IRA. You are free to register an account whenever you like and to make contributions for however long you like. On the other hand, a Roth IRA has income restrictions. If you file your taxes as an individual and have a modified adjusted gross income of $140,000 or less, you are eligible to start a Roth IRA. If you are a married taxpayer filing jointly and your MAGI is less than $208,000, you are eligible to start a Roth IRA.

  • 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.