Laurels

Best Financial Advisors in Athens
2022

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

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.

480 Cedar Creek Dr
Athens, GA 30605

Website

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.

2350 Prince Ave, Suite 11
Athens, GA 30606

Website