Laurels

Best Financial Advisors in Atlanta
2022

Brighton Jones

Brighton JonesFEATURED
Expertise.com

Brighton Jones - Atlanta is a team of financial advisors that provides professional advice to individuals and business owners on the intricacies of wealth management. They integrate these recommendations to the financial foresight of their respective clients to create the most beneficial results. The company offers proactive tax planning around life events, financial planning integration, and assistance with tax controversy. Brighton Jones - Atlanta's "401(k) Retirement Plan" integrates fair terms into a system to ensure the protection of both employer and employees.

3372 Peachtree Road Northeast
Atlanta, GA 30326

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Paces Ferry Wealth Advisors

Paces Ferry Wealth AdvisorsFEATURED
Expertise.com

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

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Atlanta, GA

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

49 Financial

49 Financial

  • Certified Financial Planner (CFP)

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.

3535 Peachtree Road Northeast
Atlanta, GA 30326

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

46 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

American Financial Advisors

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

Website
Asset Advisors Group LLC

Asset Advisors Group LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

4779 Atlanta Road
Atlanta, GA 30339

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Balentine

Balentine

  • Certified Financial Planner (CFP)

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.

3344 Peachtree Road Northeast
Atlanta, GA 30326

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Brightworth

Brightworth

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

3344 Peachtree Road Northeast
Atlanta, GA 30326

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capital Investment Advisors

Capital Investment Advisors

  • Certified Financial Planner (CFP)

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.

10 Glenlake Parkway Northeast
Sandy Springs, GA 30328

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Dogwood Wealth Advisors

Dogwood Wealth Advisors

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Tax Planning

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.

1100 Peachtree Street Northeast
Atlanta, GA 30309

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Edge Capital Group

Edge Capital Group

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.

1380 West Paces Ferry Road Northwest
Atlanta, GA 30327

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Felton and Peel Wealth Management

Felton and Peel Wealth Management

  • Certified Financial Planner (CFP)

Felton and Peel Wealth Management is a financial advisory agency that has been serving clients in Atlanta and the surrounding areas since 2009. It offers a wide variety of services, including cash flow-based financial plan creation, college funding analysis, individual stock strategy implementation, investment selection reviews, and personal balance sheet calculation. Retirement planning and Social Security analysis are also provided. Malik S. Lee, the founder, is a Certified Financial Planner and a member of the African American Financial Advisors.

800 Battery Avenue Southeast
Atlanta, GA 30339

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Georgia Wealth Advisors

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.

Atlanta, GA 30328

Website

Website
Harmon Financial Advisors

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

Website

Website
Holcombe Financial

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

Website

Website
Homrich Berg

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.

Atlanta, GA 30327

Website

Website
INVEST Financial Corporation

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

Website
IRC Wealth

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.

Atlanta, GA 30305

Website

Website
JOYN

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

Website
JPH Advisory Group

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.

Atlanta, GA 30339

Website

Website
Mercer Advisors

Mercer Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

5901b Peachtree Dunwoody Road
Atlanta, GA 30328

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Modera

Modera

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

5555 Glenridge Drive
Atlanta, GA 30342

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

oXYGen Financial

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

Atlanta, GA 30305

Website

Website
Pathway Financial Advisors

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

Website
Peachtree Financial Group

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

Website
Resource Planning Group

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.

Atlanta, GA 30328

Website

Website
Rollins Financial Advisors, LLC

Rollins Financial Advisors, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

3343 Peachtree Road Northeast
Atlanta, GA 30326

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Ronald Blue Trust

Ronald Blue Trust

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1600 Riveredge Parkway
Atlanta, GA 30328

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Signature Wealth Management Group

Signature Wealth Management Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

3625 Cumberland Boulevard Southeast
Atlanta, GA 30339

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

TandemGrowth Financial Advisors

TandemGrowth Financial Advisors

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.

Alpharetta, GA 30022

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Advisory Firm

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

Website
True Square Financial

True Square Financial

  • Certified Financial Planner (CFP)

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.

1040 West Marietta Street Northwest
Atlanta, GA 30318

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

TrueWealth

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

Website

Website
Wealth Enhancement Group

Wealth Enhancement Group

  • Certified Financial Planner (CFP)

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.

1100 Abernathy Road Northeast
Atlanta, GA 30328

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Welch Financial Advisors

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

Website

Website
Wickham Financial and Insurance Services

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

Website
Winkler Financial Planning

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

Website
Wiser Wealth Management

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

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

63 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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