Expertise.com

2024

Last updated:

Best Financial Advisors in Atlanta

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

140Reviewed

90Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

2849 Paces Ferry Rd SE Ste 660, Atlanta, GA 30339

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Why choose this provider?

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.

  • Retirement Planning
  • Educational Planning
  • Legacy Planning
  • Insurance Planning
  • Financial Advisors
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Atlanta, GA
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

125 Church St NE STE 220, Marietta, GA 30068

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Review Sources

Google
5.0 (72)
Yelp
5.0 (1)

Why choose this provider?

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.

Alpharetta, GA 30022

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Review Sources

Yelp
5.0 (22)

Why choose this provider?

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.

5555 Glenridge Drive, Atlanta, GA 30342

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Why choose this provider?

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.

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

5901b Peachtree Dunwoody Road, Atlanta, GA 30328

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

1380 West Paces Ferry Road Northwest, Atlanta, GA 30327

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

1100 Peachtree Street Northeast, Atlanta, GA 30309

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Why choose this provider?

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.

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

1100 Abernathy Road Northeast, Atlanta, GA 30328

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

10 Glenlake Parkway Northeast, Sandy Springs, GA 30328

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Review Sources

Google
4.0 (18)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3625 Cumberland Boulevard Southeast, Atlanta, GA 30339

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

3344 Peachtree Road Northeast, Atlanta, GA 30326

Expertise.com Rating

Review Sources

Google
4.0 (15)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1600 Riveredge Parkway, Atlanta, GA 30328

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

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

1040 West Marietta Street Northwest, Atlanta, GA 30318

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4779 Atlanta Road, Atlanta, GA 30339

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

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

3535 Peachtree Road Northeast, Atlanta, GA 30326

Expertise.com Rating

Review Sources

Google
5.0 (46)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3343 Peachtree Road Northeast, Atlanta, GA 30326

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

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.

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

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • If your child has special needs, does he or she needs to follow age restrictions for education savings account contribution and withdrawal deadlines in Atlanta?

    No. If your child has special needs, he or she does not have to follow age restrictions for education savings account contribution and withdrawal deadlines in Atlanta. The deadlines are waived for a beneficiary with special needs. You can contribute to the account well beyond the beneficiary's 18th birthday and keep the funds in the account beyond their 30th birthday.

  • What is the importance of plan governance to businesses and individuals in Atlanta?

    Plan governance helps businesses and individuals in Atlanta face possible risks caused by economic downturns and participant complaints. Vendors and employers need to face this type of fiduciary responsibility. Plan governance helps clients handle duties and actions connected with the administration and establishment of the plan and assets. It also leads to positive outcomes for plan sponsors and fiduciaries.

  • If you are a financial advisor in Atlanta, how can you manage your client's investments?

    If you are a financial advisor in Atlanta, you can manage your client's investments by creating their allocations based on their time horizon, liquidity needs, and risk comfort. You have to evaluate their investments, tax impacts, and net-of-cost changes. You also have to diversify their portfolios to target attractive risk-adjusted long-term returns.

  • How can military service members understand various benefits in Atlanta?

    Most people know that military service members have various benefits. In Atlanta, some uniformed service personnel find it challenging to understand and navigate different policies, programs, and eligibility requirements. It is best if they work with financial advisors to educate them regarding their retirement and pension benefits, property and casualty insurance, and homeownership opportunities.

  • Are there any options for employees in Atlanta to acquire 401(k) plans?

    Yes. Employees in Atlanta have options to acquire 401(k) plans. They can either choose between deferring some percentage of their earnings or taking compensation in cash. If they chose to defer funds from their account, the money will not be taxable until they are distributed. A 401(k) plan could be a powerful savings tool for employees because it allows them to compound their retirement savings through their employer.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.