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 161 111 38

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

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

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

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

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