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Laurels

Best Financial Advisors in Athens
2022

We scored 33 Financial Advisors in Athens, GA and Picked the Top 8

Here are the Picks:

Cannon Financial Strategists, Inc.

Elwood & Goetz

Highland Trust Partners

Johnson & Brannen Advisory Group

RChristian Financial Consultants, LLC

Stable Water Financial

Vision Financial Concepts

Wealth Academy of Georgia

Why These Financial Advisors?

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

Reviewed Curated Top Picks 33 23 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Cannon Financial Strategists, Inc.

  • Retirement Planning
  • Private Wealth Advisor

Cannon Financial Strategists, Inc. has provided retirement planning advice and asset management services to the residents of Athens since 1984. The full-service consulting firm develops income-replacement plans that work with its client's financial goals while defining strategies that may maximize Social Security benefits or pre-tax and after-tax savings. It also assists with constructing portfolios of low-cost, tax-efficient investments that serve their clients in the long run. This asset management option comes with periodic rebalancing and monitoring that better manages the investor's risk.

Click to Call

649-8 South Milledge Avenue
Athens, GA 30605

Website

(706) 548-3422 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Elwood & Goetz

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

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.

Click to Call

687 S. Milledge Avenue
Athens, GA 30605

Website Instagram

(706) 548-1025 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Highland Trust Partners

  • Certified Financial Planner (CFP)

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.

Click to Call

1077 Baxter Street Suite 600
Athens, GA 30606

Website

(706) 850-4965 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Johnson & Brannen Advisory Group

  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

Click to Call

125 W. Washington St. Suite 750
Athens, GA 30601

Website

(706) 353-4575 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

RChristian Financial Consultants, LLC

  • Retirement Planning

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.

Click to Call

480 Cedar Creek Dr
Athens, GA 30605

Website

(706) 546-5888 Website

Stable Water Financial

  • Certified Financial Planner (CFP)

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.

Click to Call

1160 S. Milledge Avenue,
Athens, GA 30601

Website Instagram

(706) 850-9000 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Vision Financial Concepts

  • Retirement Planning
  • Estate And Trust Specialist

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.

Click to Call

855 Sunset Drive, Suite 7
Athens, GA 30606

Website

(706) 613-2474 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealth Academy of Georgia

  • Private Wealth Advisor

Wealth Academy of Georgia serves clients in Athens. It offers personalized financial management education to individuals, families, and business owners. The firm's financial advisor and CEO Leigh B. Smith is equipped to assist clients through the process of implementing strategies designed to protect their assets and wealth. She teaches a wide variety of topics such as social security, IRA, Roth IRA, retirement, life insurance, and estate planning. Wealth Academy is a member of the Council for Financial Educators.

Click to Call

2350 Prince Ave, Suite 11
Athens, GA 30606

Website

(770) 281-9390 Website

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