Laurels

Best Financial Advisors in Atlanta
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Atlanta 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 146 96 23

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

Modera Wealth Management FEATURED Expertise.com

Modera Wealth Management is a fee-only, independently-owned wealth management firm in Atlanta that has been providing financial planning services for nearly four decades. The company’s team of financial advisors acts in a fiduciary capacity and is comprised of Certified Financial Planners (CFP) with a wide breadth of industry experience and expertise. These advisors examine and evaluate their client’s entire financial picture and present them with customized financial planning solutions. Modera Wealth does not accept any commissions, referral fees, or other fees from the sale of financial products.

5555 Glenridge Connector, Suite 150
Atlanta, GA 30342

Website

American Financial Advisors

American Financial Advisors is a consulting firm in Marietta. The company helps people manage the economic aspects of their life today, so they can enjoy the future, and it offers integrity, competence, and devotion to clients. American Financial Advisors provides a range of client-centered services, including 401k planning, retirement guidance, and survivor assistance, and its website contains free market information and other resources.

Marietta, GA 30062

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Harmon Financial Advisors

Harmon Financial Advisors is an independent wealth management firm in Atlanta. The company has a global reach, and the team includes a certified public accountant, a certified investment management analyst, financial planners, insurance professionals, lawyers, and customer service personnel. Harmon Financial Advisors has been in the business of making individuals and families economically stable and happy for more than 35 years.

Atlanta, GA 30346

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Holcombe Financial

Holcombe Financial is an asset protection and wealth management consultancy in Atlanta. The team helps individuals, couples, and entire families “anticipate the challenges they might encounter” in the coming years and develop a strategy to overcome uncertainties. Holcombe Financial listens intently to the clients’ concerns and goals, and it delivers understandable reports on their current finances and options for the future. The company website features valuable resources, including videos and guides.

Atlanta, GA 30319

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INVEST Financial Corporation

INVEST Financial Corporation is a wealth advisor in Atlanta that caters to individuals and families in Georgia. The company’s strategic partners hold a Certified Financial Planner designation, and they commit to understanding each client’s goals, needs, and lifestyle. INVEST Financial Corporation has another office in Duluth.

Atlanta, GA 30327

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Paces Ferry Wealth Advisors

Paces Ferry Wealth Advisors consults clients throughout the Atlanta metro area, providing financial advice and helping them to manage wealth across both short and long term periods. Its advisors are experienced with risk management, control of assets, and overarching wealth management plans. Clients receive assistance with utilizing cash on hand as well as help with taxation strategies. Paces Ferry Wealth Advisors is also versed in structuring estates along with implementing customized savings and investment strategies.

2849 Paces Ferry Rd SE Ste 660
Atlanta, GA 30339

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Pathway Financial Advisors

Pathway Financial Advisors is an independent, fee-only provider of wealth management solutions in Atlanta. The firm belongs in the National Association of Personal Financial Advisors and other industry organizations, and some of the services are legacy planning, philanthropic planning, and risk management. Pathway Financial Advisors has other offices in Vermont, and its website features resources for executives, retirees, and other client types.

Atlanta, GA 30328

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Peachtree Financial Group

Peachtree Financial Group is a provider of wealth conservation and preservation solutions in Atlanta. The company caters to individuals seeking economic stability and a secure future, and some of the services are investment strategy design, risk management analysis, and succession planning. Peachtree Financial Group shares valuable insight through its website, and the articles include “Women and Their Money: The Good News and Bad News.”

Atlanta, GA 30305

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The Advisory Firm

The Advisory Firm is a financial planning and investment management company in Alpharetta. The company provides unbiased recommendations and operates on fee-only terms, and it is registered with the National Association of Personal Financial Advisors. The Advisory Firm posts important information, including the Fiduciary Oath, the professional code of ethics, and a workbook. The team does not charge for the initial consultation.

Alpharetta, GA 30004

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TrueWealth

TrueWealth is a financial planning service in Atlanta that is formerly known as Windham Brannon Financial Group. The firm takes a personalized approach to guiding clients through a successful journey through a life with protected assets, and the team consists of advisors and associates with decades of collective professional experience. TrueWealth caters to men and women, including C-suite executives and widows with inherited wealth, and the staff posts interesting articles on the company blog.

Atlanta, GA 30326

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Van Gelder Financial

Van Gelder Financial is a financial firm located in Atlanta that has been in business since 1988. It offers financial planning services, including investment management, income planning, and estate planning. The firm's financial advisors also assist clients in designing custom plans for their children's college educations. The financial advisors determine the optimal financial products for each client through a research and discovery phase. The firm helps clients implement the tailored plan and offers ongoing support.

2897 N Druid Hills Rd NE Ste 196
Atlanta, GA 30329

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Welch Financial Advisors

Welch Financial Advisors is a consulting firm in Atlanta that helps people arrive at sound decisions about their economic well-being and future. The founder is a certified public accountant and a certified financial planner, and she and her team assist people with addressing their tax, insurance, investment, retirement, estate, and similar concerns. Welch Financial Advisors has an affiliation with Wealth Financial Investments, and its website contains guides, forms, and other valuable resources.

Atlanta, GA 30328

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Winkler Financial Planning

Winkler Financial Planning is a fee-only provider of sound wealth management advice in Norcross. The company is registered with the National Association of Personal Financial Advisors, and one of the services is helping clients designing a retirement income distribution plan. Winkler Financial Planning has another office in Roswell, and its website contains articles and forms.

Norcross, GA 30071

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Wiser Wealth Management

For more than 15 years, Wiser Wealth Management in Marietta, Georgia, has been helping clients in the Atlanta metropolitan area oversee their finances. The company is a fiduciary, fee-only advisement firm that offers services including financial planning and investment management. It also offers tax and legal assistance to its clients. Wiser Wealth Management is a Better Business Bureau accredited business and in 2019 it was voted the Best Investment Firm by COBB.

125 Church St NE STE 220
Marietta, GA 30068

Website

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