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Best Financial Advisors in Athens

2023

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Website
Athens, GA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Athens, GA

Why choose this provider?

Need help contacting a Financial Advisor in Athens? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1077 Baxter Street Suite 600, Athens, GA 30606
  • Certified Financial Planner (CFP)

Why choose this provider?

Highland Trust Partners is a financial advisory firm serving individuals and businesses in Athens. It offers financial and business succession planning, wealth and portfolio management, and trust services. Its financial planning solutions include partnering clients with the firm's Certified Financial Planners to gather data, analyze their current financial status, and develop and implement planning recommendations. These solutions cover retirement and investment planning, insurance and debt analysis, and corporate structure. The firm also participates in local organizations, including the Big Hearts Gala benefiting ESP.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
855 Sunset Drive, Suite 7, Athens, GA 30606
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Vision Financial Concepts is an independent firm that serves clients in Athens and nearby areas. It assists with comprehensive and modular financial planning, including options for retirement, estate, and tax. It provides services for investment review and management, which include IRAs and 401(k)s. The company also offers insurance options for life, long-term care, and disability income. Its website has various interactive financial planning calculators to help clients in different financial situations. Vision Financial Concepts is headed by Judson Mallard, a ChFC and CFP.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
480 Cedar Creek Dr, Athens, GA 30605
  • Retirement Planning

Why choose this provider?

RChristian Financial Consultants, LLC, offers its advisory services to clients in Athens. Its services, which are targeted towards middle-income people between ages 50 and 70 and beyond, include social security benefit maximization and non-qualified retirement income supplement. The firm also provides assistance with estate conservation, tax and investment management, retirement strategies, and insurance and annuity products. RChristian Financial Consultants is affiliated with the National Care Planning Council and the Elder Care Planning Council of Northeast Georgia.

Website
125 W. Washington St. Suite 750, Athens, GA 30601
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Staffed by a team of Certified Financial Planners, Johnson & Brannen Advisory Group serves the financial advisory needs of individuals and families in and around Athens. The firm is an affiliate of Northwestern Mutual Private Client Group and provides a personalized and integrated approach to strategic wealth planning to help clients achieve their short- and long-term financial goals. Services include wealth management, financial planning, insurance review, and retirement planning. The firm's clients include high net worth individuals, closely-held businesses, medical professionals, and private equity partners.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1160 S. Milledge Avenue,, Athens, GA 30601
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2011, Stable Water Financial has been catering to clients in Athens. Its team helps plan for short-term and long-term expenses, such as daily needs and educational funds. The firm also advises individuals on choosing insurance policies and planning for retirement with a stable income even after leaving the workforce. In addition, Stable Water Financial helps create investment portfolios that suit a client's risk tolerance. Founder Katie Waters is a Certified Financial Planner with more than 10 years of experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
687 S. Milledge Avenue, Athens, GA 30605
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Elwood & Goetz is a financial planning and investment management firm and legal fiduciary that serves clients in Athens. Since 2006, it has been providing wealth and retirement advice that guide families and individuals in reaching their financial goals. Its team is composed of partners, financial planners, and consultants who have earned Certified Financial Planner and Certified Retirement Counselor designations. Elwood & Goetz holds memberships to NAPFA and the Financial Planning Association. Since its inception, the firm has served more than 450 families.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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 the common reasons why wealth transfers in Athens fail?

    There are several reasons why wealth transfers fail and money does not survive transfers over multiple generations in Athens. Some family members are only focused on money and the things they can achieve or acquire using it. This might lead to misuse and overspending. They also sometimes have no clear communication and shared vision. They do not talk about their family's financial wealth.

  • How do you choose the right deductible amount for your insurance in Athens?

    Choosing the right deductible amount for your insurance in Athens needs serious decision-making. You have to ask your agent what are the costs of premiums. Asking your agent may help you make a decision regarding your insurance coverage. You must need to remember that the higher the deductible, the lower the cost of insurance.

  • What are the benefits of having trust in Athens?

    If you have trust in Athens, it may help you address various financial goals and objectives. It is a planning tool that can be used for your unique financial situation and family needs. Trust can protect and preserve your assets, minimize state or federal taxes, control and customize your wealth distribution, and help manage a parent's or relative's financial affairs.

  • How can financial advisors help non-profit organizations in Athens?

    Financial advisors help non-profit organizations in Athens by assisting them in developing investment strategies and recommending asset allocations so that they can help more people. They conduct periodic market updates, endowment management, and spending policy and management. They also consolidate monthly reports, customize performance reports, and process investment policy statements.

  • Why is it important to perform portfolio monitoring and periodic rebalancing in Athens?

    Portfolio monitoring and periodic rebalancing help individuals and businesses protect their assets from market condition changes. Through rebalancing and monitoring clients' portfolios, financial advisors manage the complexity of adjusting allocations across tax-sheltered accounts and make sure that asset allocation does not turn away from the financial goals.

  • 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.