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 164 114 41

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

Brighton Jones - Atlanta FEATURED 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

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

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

Narwhal Capital Management

Narwhal Capital has been managing investments for clients in the greater Atlanta area since 2005. The firm is unique in the industry in that it selects individual stocks and bonds and builds those investments into customized portfolios on a client-by-client basis. While investment performance is Narwhal Capital’s focus, the firm will always be driven by the desire to provide outstanding service and education to its clients. Along with investment management services, Narwhal Capital offers tax and accounting services and comprehensive financial planning.

531 Roselane Street Northwest
Marietta, GA 30060

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Nora Wealth

  • Certified Financial Planner (CFP)

Nora Wealth is a financial advisory firm in Atlanta that empowers individuals and families with financial planning, retirement planning, estate planning, tax planning, and investment consulting services. It also helps business owners in business value preservation and financial consultation for employees. The team collaborates with the clients to set financial goals that suit their unique challenges and circumstances. Founder Renée Weese is a Certified Financial Planner who established the firm after serving as a financial consultant for 10 years.

1201 Peachtree Street Northeast
Atlanta, GA 30361

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

Van Gelder Financial

  • Estate Planning

Van Gelder Financial is a financial firm in Atlanta that has been serving local clients since 1988. It offers a broad variety of financial planning services, including investment management, income planning, and estate planning. Its financial advisors are experienced in assisting clients in designing custom plans for their children's college educations. They also help determine the optimal financial products for each client through a research and discovery phase. Van Gelder Financial is owned by Raymond Van Gelder, who started his financial advisory practice in southern California in 1988.

2897 North Druid Hills Road
Atlanta, GA 30329

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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