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Best Financial Advisors in Johns Creek

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Johns Creek, GAJohns Creek, GA

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.

Johns Creek, GAJohns Creek, GA

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: --

6600 Peachtree Dunwoody Road, Embassy Row 600, Sui..., Atlanta, GA 30328
Atlanta, GA 30328
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Atlas Investment Advisors is a financial planning and advisory firm that addresses the wealth management needs of the people of Johns Creek. Christian Mauser, one of the lead wealth advisors and investment strategists of the firm, has a background in planning and portfolio management, creating investment strategies to help clients achieve their personal goals while minimizing risks. Atlas Investment Advisors also offers other finance-related services, such as insurance review and analysis and tax planning and strategy.

6600 Peachtree Dunwoody Road, Embassy Row 600, Sui..., Atlanta, GA 30328
Atlanta, GA 30328

Website(770) 367-0300

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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:

8 (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+

1960 Satellite Boulevard Suite 3500, Duluth, GA 30097
Duluth, GA 30097
  • Certified Financial Planner (CFP)
  • Retirement Planning

Edelman Financial Engines has been serving clients in Johns Creek since 1987. It provides a wide range of personal financial planning services that include retirement planning, investment management, and tax optimization strategies. The independent financial advisory firm considers the unique circumstances and financial goals of clients when providing financial advice. Edelman Financial Engines serves over 1.3 million clients, and it maintains more than 150 offices across the country. Ric and Jean Edelman established the firm to provide financial education to Americans.

1960 Satellite Boulevard Suite 3500, Duluth, GA 30097
Duluth, GA 30097

Website(678) 222-2254

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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:

3.8 / 5 ( Good)

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: A+

5755 North Point Pkwy Ste 92, Alpharetta, GA 30022
Alpharetta, GA 30022
  • Financial Planning

Elm 3 Financial Group is a tax and financial advisory firm that serves individuals and businesses in Johns Creek. Its scope of work includes financial planning for short and long-term goals like family education, investment management and advising, and tax preparation for residential and commercial clientele. It also helps individuals and small businesses develop retirement plans for themselves and their employees. Founder Stacey Nickens is a member of the Financial Planning Association and National Association of Tax Professionals.

5755 North Point Pkwy Ste 92, Alpharetta, GA 30022
Alpharetta, GA 30022

Website(678) 297-9500

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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:

87 (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+

6470 East Johns Crossing Suite 230, John’s Creek, GA 30097
John’s Creek, GA 30097
  • Financial Planning

GER Loftin Wealth Advisors, LLC, handles financial planning assistance for clients in Johns Creek. The financial advisors have more than 85 years of combined financial planning and investment management expertise. They deal with retirement planning, business planning, risk management, and charitable giving. They also extend their services to Alpharetta, Duluth, and Suwanee. GER Loftin Wealth Advisors has a team of Certified Kingdom Advisors, Accredited Investment Fiduciaries, and former members of the US Air Force.

6470 East Johns Crossing Suite 230, John’s Creek, GA 30097
John’s Creek, GA 30097

Website(678) 994-6448

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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+

327 Dahlonega Street Suite 503, Cumming, GA 30040
Cumming, GA 30040
  • Estate Planning

Investment Planning Advisors works with individuals and families in Johns Creek and the surrounding communities, providing objective financial advice. Its services include insurance, retirement, estate, investment, tax, and education planning. The independent financial advisory firm was founded in 2003 by managing director and financial planner Pat Paxton. He is a member of the Financial Industry Regulatory Authority and is registered with various securities and insurance organizations. The firm's advisors have more than 40 years of combined financial services experience.

327 Dahlonega Street Suite 503, Cumming, GA 30040
Cumming, GA 30040

Website(770) 205-4394

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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:

28 (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+

11138 State Bridge Road, Suite #125, Johns Creek, CA 30022
Johns Creek, CA 30022
  • Tax Planning

Johns Creek Advisors is a company in the metro that specializes in financial advisory and wealth management solutions. Its team of professionals has more than 80 years of combined industry experience. They provide professional advice on a variety of practice areas, including insurance, real estate, and investments. Damon Ladd-Thomas, the company's president, can help with structuring complex business and family risk mitigation. He has been in the financial services industry for more than 26 years. He is a Certified Financial Fiduciary.

11138 State Bridge Road, Suite #125, Johns Creek, CA 30022
Johns Creek, CA 30022

Website(404) 477-401N

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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:

3 (Good)

Score Consistency:

Consistent (Best)

5400 Laurel Springs Pkwy, Building 1300, Suite 13..., Johns Creek, GA 30024
Johns Creek, GA 30024
  • Certified Financial Planner (CFP)

Johns Creek Financial has been offering wealth management solutions to individuals, families, retirees, business owners, and investors since 2002. The local advisory firm provides assistance in traditional investments, retirement plans, and financial planning. Its professionals have more than 100 years of combined experience, and they help clients achieve their financial objectives by setting timelines and creating plans tailored to their needs. Managing partners Michael R. Hyser and Brian J. McGill II are both Certified Financial Planners.

5400 Laurel Springs Pkwy, Building 1300, Suite 13..., Johns Creek, GA 30024
Johns Creek, GA 30024

Website(770) 889-8991

Show Number

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+

5400 Laurel Springs Pkwy - Suite 101, Suwanee, GA 30024
Suwanee, GA 30024
  • Certified Financial Planner (CFP)

Located in Suwanee, Legacy Planning Advisors, LLC, caters to clients in Johns Creek. It guides individuals and couples through financial planning and develops strategies to help in areas like insurance. The company also provides tax planning services and works to lower payment obligations. It has experience helping business owners through the process of transition planning. Jerry Black, the company's founder, is the former director of the estate planning ministry for the Johns Creek-based Perimeter Church. He has over three decades of experience in finance.

5400 Laurel Springs Pkwy - Suite 101, Suwanee, GA 30024
Suwanee, GA 30024

Website(770) 919-2075

Show Number

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+

2400 Lakeview Pkwy, Suite 550, Alpharetta, GA 30009
Alpharetta, GA 30009
  • Finance Planning

Merit is a firm serving the Johns Creek area. Its wealth management, transfer, and protection services are provided by its financial advisors, who educate clients on how to be financially prudent and safeguard the money they have accumulated. They also help clients leave a legacy for their future generation to achieve their financial goals. The company assists people in dealing with life transitions, including retirement, divorce, and widowhood. The company was established by Rick Kent, CEO, in 2017 and now has served $5.6 billion in assets.

2400 Lakeview Pkwy, Suite 550, Alpharetta, GA 30009
Alpharetta, GA 30009

Website(678) 867-7050

Show Number

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:

3 (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: --

Detail: --

3180 North Point Pkwy, Suite 107, Alpharetta, GA 30005
Alpharetta, GA 30005
  • Certified Financial Planner (CFP)

MH Wealth Management is a financial planning company that serves clients in Johns Creek and nearby areas. Its financial advisors help clients deal with many aspects of their financial picture, including education, long-term elder care, mortgages, and debts. They also assist with wills, disabilities, taxes, and retirement goals. The company's managing partner, Reid Markham, holds several designations, including Certified Financial Planner, Chartered Financial Consultant, Chartered Advisor for Senior Living, and Retirement Income Certified Professional.

3180 North Point Pkwy, Suite 107, Alpharetta, GA 30005
Alpharetta, GA 30005

Website(404) 400-2266

Show Number

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:

3 (Good)

Score Consistency:

Consistent (Best)

35 Old Canton St, Alpharetta, GA 30009
Alpharetta, GA 30009
  • Tax Planning
  • Retirement Planning

Since 2008, oXYGen Financial has been serving individuals and businesses in Johns Creek and the surrounding areas. It provides financial planning, tax management, risk management, retirement planning, investment management, and estate planning services. Ted Jenkin, the CEO and co-founder of the firm, has earned the CFP, CRPC, and CRPS designations and is regularly featured on CNN, CNBC, and The Wall Street Journal. He is the host of the podcast "The Shrimp Tank" and the author of the book "The 21-Day Budget Cleanse."

35 Old Canton St, Alpharetta, GA 30009
Alpharetta, GA 30009

Website(770) 777-0427

Show Number

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:

4.8 / 5 ( Best)

Total Reviews:

16 (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+

3930 East Jones Bridge Rd, Ste 175, Peachtree Corners, GA 30092
Peachtree Corners, GA 30092
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Prehmus Financial Partners serves the residents of the Johns Creek metro. Established in 1995, the financial planning firm provides guidance on investments, risk management, retirement funding, and tax planning. Its independent wealth management team provides individuals and families with a diverse range of investment options and east-to-understand financial plans to help protect and grow their assets. Partner and president Drew Prehmus is a Certified Financial Planner and president of the Strategic Advisory Council of The Strategic Financial Alliance, Inc.

3930 East Jones Bridge Rd, Ste 175, Peachtree Corners, GA 30092
Peachtree Corners, GA 30092

Website(770) 825-0248

Show Number

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: --

Detail: --

200 Milton Park, 11175 Cicero Drive, Suite 510, Alpharetta, GA 30022
Alpharetta, GA 30022
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Redwood Wealth Management, LLC, is a firm serving Johns Creek. It helps individuals and families manage their finances through estate planning, investment management, tax consulting, charitable giving, and retirement planning. The company's financial advisors are members of the National Association of Personal Financial Advisors and develop investment strategies to sustain wealth for future generations. The firm's wealth manager, Shawn Meade, is a CPA who served as the treasurer of the Financial Planning Association of Georgia.

200 Milton Park, 11175 Cicero Drive, Suite 510, Alpharetta, GA 30022
Alpharetta, GA 30022

Website(678) 390-3300

Show Number

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: --

Detail: --

3820 Mansell Road Suite T30, Alpharetta, GA 30022
Alpharetta, GA 30022
  • Certified Financial Planner (CFP)

Tandem Growth Financial Advisors is a firm that provides financial planning solutions using a holistic approach for Johns Creek-based clients. Its financial advisors assist in converting vision into measurable short- and long-term personal finance goals to secure that resources and actions are in sync. They develop financial plans that include retirement without compromise, debt reduction, annual vacations, second homes, charitable giving, and legacies. The team establishes strategies designed to be realistic and help progress toward goals with clarity and confidence using a data-driven process.

3820 Mansell Road Suite T30, Alpharetta, GA 30022
Alpharetta, GA 30022

Website(770) 641-6360

Show Number

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+

500 Sun Valley Dr Suite B1, Roswell, GA 30076
Roswell, GA 30076
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Wealth Creation Atlanta offers personal financial services to clients in Johns Creek. Its primary associate, Chris Ellington, is a Certified Financial Planner specializing in financial and tax planning, risk management investments, and retirement and employee benefits. He takes the time to listen to his clients' concerns and help them understand their options. Ellington assesses performance, links strategies, and makes recommendations to help clients improve their finances. He holds various designations, including RICP, CLU, and ChFC.

500 Sun Valley Dr Suite B1, Roswell, GA 30076
Roswell, GA 30076

Website(770) 998-5327

Show Number

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:

45 (Best)

Score Consistency:

Consistent (Best)

125 Church Street NE, Suite 220, Marietta, GA 30060
Marietta, GA 30060
Instagram
  • Certified Financial Planner (CFP)

Wiser Wealth Management is a financial advisory firm serving Johns Creek. It assists clients in developing tailored plans that help them achieve their financial goals. It offers a range of services, including 401(k) allocation and asset management. In addition, it provides financial planning services involving education, insurance and risk management, long-term care, Medicare, and Social Security. Its other services include tax preparation and legal services. Wiser Wealth Management received the Five Star Wealth Manager Award for 10 consecutive years.

125 Church Street NE, Suite 220, Marietta, GA 30060
Marietta, GA 30060

InstagramWebsite(678) 905-4450

Show Number

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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