Expertise.com

2024

Last updated:

Best Financial Advisors in Alpharetta

Our Recommended Top 20

We did the research for you!

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

34Reviewed

28Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Alpharetta, GA
Free Consultation

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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

Alpharetta, GA

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Why choose this provider?

Need help contacting a Financial Advisor in Alpharetta? 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.

238 River Park N. Dr., Woodstock, GA 30188

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Review Sources

Google
5.0 (83)

Why choose this provider?

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."

  • Estate Planning
  • Tax Planning
  • Finance Planning

11720 Amber Park Dr Suite 160, Alpharetta, GA 30009

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Review Sources

Google
5.0 (13)
Facebook
5.0 (9)

Why choose this provider?

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.

  • Tax Planning
  • Retirement Planning

35 Old Canton St, Alpharetta, GA 30009

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Google
4.8 (16)
Yelp
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2400 Lakeview Pkwy, Suite 550, Alpharetta, GA 30009

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

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

1125 Cambridge Square Suite C, Alpharetta, GA 30009
Website

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Why choose this provider?

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.

3520 Old Milton Parkway, Alpharetta, GA 30005

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

11720 Amber Park Drive Suite 150, Alpharetta, GA 30009

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

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

3650 Mansell Road Suite 400, Alpharetta, GA 30022

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning

5755 N Point Pkwy Ste 47, Alpharetta, GA 30022

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4555 Mansell Road Suite 300, Alpharetta, GA 30022

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate and Trust Specialist
  • Tax Preparation
  • Tax Planning

500 Sun Valley Dr Suite B1, Roswell, GA 30076

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Review Sources

Google
5.0 (25)
Facebook
4.9 (23)

Why choose this provider?

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.

  • Financial Planning

5755 North Point Pkwy #92, Alpharetta, GA 30022

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Review Sources

Google
5.0 (84)
Yelp
4.5 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3180 North Point Pkwy, Suite 107, Alpharetta, GA 30005

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Retirement Planning

5755 North Point Pkwy #232, Alpharetta, GA 30022

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

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.

12600 Deerfield Parkway, Suite 150, Alpharetta, GA 30004

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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.

  • What distinguishes an Alpharetta fee-only fiduciary financial planner from other financial advisors?

    Fee-only financial advisers in Alpharetta have a fiduciary duty to act in your best interest at all times, unlike advisors who might have possible conflicts of interest. This implies that they exclusively represent you and put your interests first while giving recommendations. Additionally, a fee-only financial advisor cannot receive any type of payment from outside organizations, like mutual fund companies, brokerage houses, or insurance companies.

  • Are wealthy people in Alpharetta the only ones who need a financial planner?

    No, financial planning can be for anyone in Alpharetta, regardless of age or asset level. A planning partnership could prove advantageous to you as long as you have financial objectives that you are working toward. Furthermore, no matter the type of financial services you seek, there is typically no minimum asset requirement for hiring a financial advisor.

  • What is included in a wealth enhancement plan in Alpharetta?

    Financial advisors in Alpharetta work closely with their clients throughout the process of the wealth enhancement plan, which may include cash flow, debt management, income sources, retirement plans, and Social Security strategies. Other matters included in the plan involve tax mitigation methods, estate taxes, IRA contributions, and self-employed retirement plans.

  • What essential elements and benefits come with financial planning in Alpharetta?

    Financial planning is a continuous process that involves creating high-level strategies to construct a personalized financial plan that aligns with your life and future goals. Expert financial planners in Alpharetta consider several variables, such as net worth, predicted retirement plans, and external investments. They cover important topics like college funding, tax mitigation, and estate and insurance planning.

  • How can people in Alpharetta benefit from combining investing strategies with comprehensive financial planning and tax mitigation?

    Financial advisors in Alpharetta strive to make your investments work in your favor by combining investing methods with financial planning and tax mitigation. This strategy lessens your tax burden by carefully balancing investment decisions with tax implications. By employing these strategies, your financial advisors can optimize your investments while effectively managing your tax obligations.

  • 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.