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Laurels

Best Financial
Advisors in
Atlanta
2020

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 145 95 22

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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16:10 Financial

16:10 Financial is a wealth management consultancy in Atlanta that carries Christian values. The team has been helping individuals and families for more than 15 years, and it provides a complimentary eBook that serves as a guide for newcomers. 16:10 Financial encourages clients to verify their investment professionals’ background and industry credentials through the Financial Industry Regulatory Authority’s BrokerCheck system.

Atlanta, GA 30350

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

Website

Georgia Wealth Advisors

Georgia Wealth Advisors is a financial planner and consulting firm in Atlanta. The company assists individuals and families with their investment, insurance, tax, retirement, and legal strategy needs, and it helps clients prepare for any untoward incidents in the future. Georgia Wealth Advisors has been featured on major media channels, including Fox Business, CNN, and the Wall Street Journal, and its website features informational videos and useful guides.

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.

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.

Homrich Berg

Homrich Berg is a financial advisor in Atlanta that provides “unbiased, fee-only advice.” The chief executive officer is Barron’s 2017 Top Advisor Award honoree, and he and his team offer a range of services, including tax planning and investment management. Homrich Berg has three offices in Georgia, and it is a member of the National Association of Personal Financial Advisors, Financial Planning Association, and other professional organizations.

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

Website

IRC Wealth

IRC Wealth is a financial advisor in Atlanta that caters to “select individuals.” The team helps clients build a healthier and more sustainable financial life, and it applies sound and solid planning principles for them to attain success. IRC Wealth maintains a blog, and the posts include “Financial Planning for a Child with Special Needs” and “Life Lessons for the Nearly Retired.” The company also creates the IRC Wealthcast, a podcast featuring David M. Ragland and other subject matter experts.

JOYN

JOYN is a registered investment advisor in Atlanta that is formerly known as GV Financial Advisors. The firm has been serving individuals and families since 1991, and it offers “behavioral wealth management” services to people of high net worth. JOYN is a recipient of various industry honors and distinctions, and its team members’ credentials appear in the Financial Industry Regulatory Authority’s BrokerCheck platform.

Atlanta, GA 30328

Website

JPH Advisory Group

JPH Advisory Group has provided "Personal CFO" (http://jphadvisory.com/about-us/your-personal-cfo/) services to successful families, individuals, and business owners throughout the metro-Atlanta area for over 25 years. A personal CFO is a highly-trained financial professional who helps manage all aspects of a client's financial life, to allow the client to focus on living life. JPH Advisory Group is a proud member of the National Association of Personal Financial Advisors, and operates as a fee-only, fiduciary advisor, and therefore does not sell securities to clients to earn a commission.

oXYGen Financial

oXYGen Financial is a consulting firm in Atlanta that offers sound advice “to the X and Y generations.” The company rose in the aftermath of the 2008 crisis, and it now has more than 2,000 clients throughout the country. oXYGen Financial provides online client access, and its blog features interesting posts, such as “What Happens to My Frequent Flyer Points When I Die?” and “Why You Are Such a ‘Poor’ Millionaire?” The team offers a no-obligation consultation

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

Website

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

Website

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

Website

Resource Planning Group

Resource Planning Group is a fee-only provider of wealth management solutions and sound financial advice in Atlanta. The company primarily caters to mid- and late-career professionals, as well as retirees, and it has been helping families secure their future since 1991. Resource Planning Group has another office in St. Simmons Island, and the services include client education, portfolio management, and charitable giving coordination.

TandemGrowth Financial Advisors

TandemGrowth Financial Advisors is a wealth management consulting firm in Alpharetta that has been part of the community for more than 10 years. The team offers “personalized, fee-only financial advice,” and it does not sell investment opportunities to clients for a commission. TandemGrowth Financial Advisors caters to individuals, couples, and entire families, and it helps them look forward to the bright future that they have worked hard for and deserve.

Alpharetta, GA 30022

Website

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

Website

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.

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.

Wickham Financial and Insurance Services

With over 40 years of experience, Wickham Financial and Insurance Services is a financial advisory business serving the Atlanta metro area. It works on behalf of individuals, families, and business, providing advice to help them make the most advantageous financial decisions possible. Its advisors help clients to create short and long-term plans regarding the management of wealth and investment opportunities. The firm also assists with insurance related concerns, offering the services of specialists experienced in home, auto, and commercial policies.

331 Washington Ave NE
Marietta, GA 30060

Website

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

Website

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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