Best Financial Advisors in Atlanta

49 Financial is a financial advisory firm that caters to families, individuals, and businesses in Atlanta. The financial advisors from this firm provide planning services for retirement, equity investments, and fixed income. Additionally, the firm offers personal and business financial planning assistance. Long-term care, disability insurance, and life insurance policies are also available. The firm received a Great Place to Work Certification in November 2020. Its CEO, Travis Penfield, was featured on The Mindset Forge podcast.

Asset Advisors Group LLC assists businesses, individuals, and families in Atlanta. It helps in the estate planning process, taking care of tax implications while handling elements such as trusts. It also provides assistance in developing financial plans, custom investment strategies, and retirement plans. Randy Martinez, one of its financial planners, has been in the financial services industry since 1999, beginning at KPMG's personal financial planning practice. He has traveled throughout the US to train other financial advisors.

Balentine provides wealth management solutions in Atlanta and the surrounding areas. The privately owned firm assists individuals, families, and business owners in achieving their respective goals by developing personalized financial plans. Its team offers asset allocation, insurance management, estate and tax planning, and cash flow and debt management services. It also designs investment strategies and solutions for clients. Robert Balentine, the company's owner, has been included in Barron’s list of Top 100 Independent Advisors for seven consecutive years.

Brightworth is a consulting and advisory firm that renders its services to the Atlanta metro and its neighboring areas. It assists business owners, corporate executives, and working professionals in attaining their financial goals using personalized strategies. Its consultants help in retirement and estate planning, business transitions, and cash flow and income taxes. Moreover, the company offers risk, trust, and investment management services. Brightworth has helped more than 1,500 individuals and families since its establishment in 1997.

Capital Investment Advisors serves the residents of Atlanta and nearby areas. It provides an assortment of income portfolio management options, including master limited partnerships, fixed income exchange-traded funds, individual convertible and preferred securities, high-yielding dividend stocks, and energy royalty trusts. Its team of advisors also handles retirement planning, growth portfolio management, and investment tax planning. Capital Investment Advisors was established in 1996. Its CEO and founder, Mike Reiner, has over 40 years of experience in the financial industry.

Dogwood Wealth Advisors caters to clients in and around Atlanta. The firm empowers individuals and businesses with financial planning and cash flow analyses. Its staff can also help implement financial strategies such as asset allocation, where the client's assets are invested in a wide variety of sectors to improve long-term financial stability. Co-founder and managing partner Craig Houck is a chartered retirement plans specialist and a certified investment management analyst. He was previously employed as a wealth advisor at Morgan Stanley.

Edge Capital Group is a team of financial advisors that serves clients in Atlanta. The team consists of more than 30 talented professionals helping clients meet their personal financial objectives. It offers comprehensive services for wealth management such as customized investment management, which includes asset allocation design and impact investing. It also offers family office services and advanced financial planning such as tax structure, cash flow, as well as estate planning analysis. Edge Capital Group values integrity, forward-planning, and partnership in providing its services.

Mercer Advisors is a financial advisory firm that serves the Atlanta metro and nearby areas. The team of financial advisors offers comprehensive services such as retirement planning, insurance analysis, trusts and estate planning, socially responsible investments, and cash flow optimization. The firm matches clients with the right advisor and creates personalized financial plans for individuals, families, and businesses. Mercer Advisors was established in 1985 and is one of the first planning-focused investment advisory firms in the country.

Modera is an independently owned wealth management firm that attends to clients in Atlanta. It caters to individuals, families, business owners, executives, and healthcare professionals. It offers retirement or life transition, income tax strategy, investment management, and risk management services. It also handles estate planning, family wealth transfer, and philanthropic planning matters. Its team also caters to the financial concerns of members of the LGBTQ+ community and people with special needs. Modera has been lending its expertise for over 25 years.

Rollins Financial Advisors, LLC has served clients in Atlanta and the surrounding communities for more than 30 years. Its line of services includes wealth, education, estate, insurance, retirement, and tax planning. In addition, the company assists with various types of investment accounts, such as brokerage, college saving plans, corporate 401k plans, individual retirement, and trusts. The firm’s four partners have experience in asset management, financial services, and taxation. Between the partners, they hold numerous designations, including CFP®, CFA, ChFC®, CPA/PFS, CPWA®, and CLU.

Established in 1979, Ronald Blue Trust is a financial advisory group with 35 staff members offering investment advice and consulting to individuals, families, and businesses across Atlanta. The wealth management firm offers financial planning that includes short-term cash flow planning, long-term retirement planning, minimizing debt, understanding tax consequences, funding a child’s education, and determining appropriate insurance plans. The company also offers professional athlete services, business consulting services, and institutional services.

Signature Wealth Management Group is a financial advisory firm that has been serving Atlanta and the surrounding areas since 2008. It caters to a wide range of clients, including affluent families, business professionals, pilots and members of the military, and utility company employees. This firm provides advice and assistance with 401(k) account set-up, investment management, retirement planning, trust establishment, and wealth distribution. Scott Bishop, a managing partner, holds the Accredited Asset Management Specialist and Certified Financial Planner designations.

TandemGrowth Financial Advisors is a fee-only wealth management firm in Alpharetta that was founded in 2003. The team creates customized financial strategies and is there to help navigate all of life's financial choices. The firm does not sell investment opportunities to clients for a commission. TandemGrowth Financial Advisors caters to individuals, couples, and entire families, and the team has the expertise and experience to translate your vision and challenges into an actionable plan.

True Square Financial is an independent financial planning firm headquartered in Atlanta. It provides tax preparation, investment management, comprehensive financial planning, and limited financial planning services. Its limited financial planning services help clients evaluate an investment opportunity or evaluate their existing financial plan. Dan Mahoney, the founder and president of True Square Financial, established the firm in 2017. He is a Certified Financial Planner and has over 15 years of experience in the financial services industry.

Wealth Enhancement Group has been providing financial advice since 1997. It helps individuals, families, and businesses in Atlanta organize their finances and achieve their financial goals. Its team of specialists and advisors delivers comprehensive wealth management plans that encompass investment management, financial planning, retirement income planning, estate planning, tax strategies, and risk management. Wealth Enhancement Group operates in more than a dozen states, and its Atlanta office is a recipient of the 2020 and 2021 Five Star Wealth Managers awards.

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.