2025
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LicensingUser ReviewsMystery Shopping CallsOur goal is to connect people with the best local professionals. We scored Roswell financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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Merit Financial Advisors is a multigenerational firm that has been serving Roswell residents since 1998. It provides a wide variety of wealth management and financial planning services to clients facing different situations, such as divorce, retirement, career transitions, and widowhood. It also assists clients in reaching their financial goals by conducting thorough assessments and developing investment portfolios that match its clients' unique preferences. Merit Financial Advisors is associated with various reputable partners, like Simplified Financial, I.M. Wealth Care, and Allegiance.
(8)Power Wealth Management is an investment advisory firm in Roswell that provides comprehensive financial planning and wealth management services to a select group of clients. The company is owned by Brett Power, a wealth manager and financial advisor who holds both the Chartered Financial Analyst and Certified Financial Planner designations. The firm conducts in-depth planning meetings, where it helps clients create strategies around special needs funding, charitable gifting, business divestiture, and long-term care. It also helps small to mid-size business owners evaluate their retirement plans.
Live Oak Wealth Management helps corporate employees and self-employed business owners in Roswell and the surrounding communities with their wealth accumulation and wealth preservation needs. The firm's full line of services includes financial planning, retirement income planning, active investment management, estate planning and charitable giving, cash flow management, and 401(k) management. Shawn McGuire, one of the firm's financial advisors, has nearly two decades of experience in the financial industry and holds the Certified Financial Planner designation.
(1)Founded in 2015, Together Planning is a family-operated firm that provides financial planning and investment management assistance throughout the Roswell metro. The firm aims to help its clients achieve their short-term and long-term goals through cash flow, debt management, and various investment strategies. It offers planning services related to the clients' business, education, estate, retirement, and tax. Its founder, Jud Mallini, has nine years of experience as a financial advisor and a Certified Financial Planner.
(1)Odyssey is a financial advisory firm providing planning and portfolio management services to clients in Roswell. The firm aims to simplify the world of investment by taking a methodical and understandable approach. It also provides guidance in finance and budgeting, college saving and funding, employee benefits packages, insurance needs, and retirement planning. Partner and financial advisor Robert Fezza has been with the firm since 1999 and is also an investment adviser representative with Cetera Investment Advisers LLC.
Mark E. Conard is a company that caters to the financial management needs of individuals and businesses in Roswell and the surrounding areas. It offers an assortment of investment planning services, including asset allocation needs determination, risk tolerance assessment, and investment recommendation. The firm also handles retirement and estate planning, employee and executive benefits, education funding, and insurance planning. Its owner, Mark E. Conard, is a Certified Financial Planner, an Accredited Investment Fiduciary, and a Retirement Income Certified Professional.
Oxygen Financial provides advice to Roswell residents. It offers its financial private CFO system by which it helps clients streamline their budget and increase their net worth. It identifies their financial goals and analyzes their insurance, investments, estate plan, and taxes. It then creates a plan that helps families secure their financial future. Kile Lewis and Ted Jenkin founded oXYGen Financial in 2008 during the market crash. The firm has been regularly featured in CNN since 2020.
Capital Investment Advisors provides financial guidance to clients in Roswell. The company creates portfolios that are tailored to clients' income needs, risk tolerance, and overall objectives. Its services also include growth portfolio management, investment tax planning, and retirement planning. Its team comprises CFP practitioners, CPAs, investment veterans, tax counselors, an investment analyst, and small business owners. Founder Michael Reiner has been in the securities industry for more than 25 years and is a frequent guest on the Money Matters radio show.
ATLas Investment Advisors advocates for the financial independence of individuals and families in and around Roswell. Its services include cash flow design, investment management, tax planning and strategy, and insurance analysis. Leading the firm are Certified Financial Planners Christian Mauser and Rebecca Richardson. Mauser is also a Certified Investment Management Analyst, a Certified Retirement Counselor, and a Chartered Retirement Planning Counselor. Richardson is also a certified public accountant licensed to practice in Georgia, Virginia, and Texas.
Wealth Creation Atlanta offers financial advice to residents of Roswell. It helps improve clients' wealth accumulation and preservation knowledge, guiding them on how to increase their cash flow, reduce income taxes, and obtain protection from losses. Its advisors support individuals in maximizing their financial efficiencies, managing their retirement income, and passing their estate to heirs and beneficiaries. Wealth Creation Atlanta also aids dental specialists in their financial planning. Chris Ellington is a CFP who specifically works with dentists and medical professionals.
North Georgia Wealth Advisors is an independent firm that advises and creates financial solutions for clients of different backgrounds in Roswell. It helps clients develop plans for their asset protection, education funding, investment and savings, retirement income, and Social Security needs. Its wide range of customers includes families, business owners, corporate executives, widows, and investors seeking non-traditional investment. The wealth advisors from the firm hold several professional designations, including Certified Financial Planners, Chartered Financial Consultants, and Chartered Life Underwriters.
Alexander Blaire Financial Consulting, Inc. serves individuals, retirees, and business owners in Roswell and surrounding areas. It offers financial advisory services to help clients create a balance between managing their assets and risks. It covers various financial aspects, such as investment, insurance, retirement, tax, and lifestyle. It conducts a review of the clients' insurance policies to check for coverage for long-term care and disability. Its president, Randy Nixon, started his business career in the property and casualty insurance industry in the '70s.
(1)Kilpatrick Advisors is a wealth management firm that serves individuals and families from Roswell. It helps clients pursue long-term financial goals through services such as investment advisory, asset allocation, and retirement planning. Its process includes risk and loss analysis, current investments analysis, and assignment of responsibilities. CEO Stephen Kilpatrick is a Certified Financial Planner and Behavioral Financial Advisor. He has been working in the financial services industry for more than 27 years.
A widow in Roswell can benefit from financial advice because a spouse’s death is a painful life transition. During this time, it is important to review the financial picture and adjust allocations accordingly. A widow would need help differentiating urgent decisions from non-critical ones and weighing each as objectively as possible.
It depends on the payment structure employed by your Roswell financial advisor. If they charge on a fee-only basis, they will not get anything from your investment, even if they were the ones who suggested it to you. They only earn money from the fees you pay. Your advisor will only receive commissions if they are either fee-based or commission-based.
Comprehensive financial planning covers various aspects of one’s finances, such as managing cash flow, income, investments, and risk. It also includes creating strategies for tax reduction and planning for specific life stages, like education, retirement, and wealth transfer upon death. Throughout this process, a comprehensive financial planner in Roswell takes into account not only clients’ funds but also their values. Moreover, comprehensive planning is integrated into a person’s family and professional life.
Planning well is key, especially since studies indicate that women often get a smaller portion during asset division. You can start by making a budget that accounts for divorce costs, your kids’ daily living expenses in the foreseeable future, and other things high on your priority list. Expect unexpected expenses while your divorce is underway in Roswell. For your long-term financial security, work out a strategy with your lawyer to obtain retirement assets.
If your goal is to increase your savings in Roswell, you should evaluate your shopping behavior. Ask yourself how many purchases you have made on impulse or just because there was a sale. Next, check with providers to see if you can save by downgrading your phone, Internet, or cable packages. Check your accounts, too, for unused subscriptions. You can also review how often you eat out, whether as a treat for yourself or to hang out with friends.
