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 148 98 25

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

Modera Wealth Management

Modera Wealth Management is a fee-only, independently-owned wealth management firm in Atlanta that has been providing financial planning services for nearly four decades. The company’s team of financial advisors acts in a fiduciary capacity and is comprised of Certified Financial Planners (CFP) with a wide breadth of industry experience and expertise. These advisors examine and evaluate their client’s entire financial picture and present them with customized financial planning solutions. Modera Wealth does not accept any commissions, referral fees, or other fees from the sale of financial products.

5555 Glenridge Connector, Suite 150
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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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

Van Gelder Financial

Van Gelder Financial is a financial firm located in Atlanta that has been in business since 1988. It offers financial planning services, including investment management, income planning, and estate planning. The firm's financial advisors also assist clients in designing custom plans for their children's college educations. The financial advisors determine the optimal financial products for each client through a research and discovery phase. The firm helps clients implement the tailored plan and offers ongoing support.

2897 N Druid Hills Rd NE Ste 196
Atlanta, GA 30329

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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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