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Best Financial Advisors in Athens

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Athens, GAAthens, GA

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.

Athens, GAAthens, GA

Website

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: --

649-8 South Milledge Avenue, Athens, GA 30605
Athens, GA 30605
  • Private Wealth Advisor
  • Retirement Planning

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.

649-8 South Milledge Avenue, Athens, GA 30605
Athens, GA 30605

Website(706) 548-3422

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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 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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: --

687 S. Milledge Avenue, Athens, GA 30605
Athens, GA 30605
Instagram
  • 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.

687 S. Milledge Avenue, Athens, GA 30605
Athens, GA 30605

InstagramWebsite(706) 548-1025

Show Number

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)

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+

1077 Baxter Street Suite 600, Athens, GA 30606
Athens, GA 30606
  • 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.

1077 Baxter Street Suite 600, Athens, GA 30606
Athens, GA 30606

Website(706) 850-4965

Show Number

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:

1 (Good)

Score Consistency:

Consistent (Best)

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+

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

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

Website(706) 353-4575

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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+

480 Cedar Creek Dr, Athens, GA 30605
Athens, GA 30605
  • 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.

480 Cedar Creek Dr, Athens, GA 30605
Athens, GA 30605

Website(706) 546-5888

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1160 S. Milledge Avenue,, Athens, GA 30601
Athens, GA 30601
Instagram
  • 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.

1160 S. Milledge Avenue,, Athens, GA 30601
Athens, GA 30601

InstagramWebsite(706) 850-9000

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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+

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

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.

855 Sunset Drive, Suite 7, Athens, GA 30606
Athens, GA 30606

Website(706) 613-2474

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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+

2350 Prince Ave, Suite 11, Athens, GA 30606
Athens, GA 30606
  • 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.

2350 Prince Ave, Suite 11, Athens, GA 30606
Athens, GA 30606

Website(770) 281-9390

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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