Expertise.com

2024

Last updated:

Best Financial Advisors in Johns Creek

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 Johns Creek Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

36Reviewed

28Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Johns Creek, GA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Johns Creek, GA

Why choose this provider?

Need help contacting a Financial Advisor in Johns Creek? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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."

Reputation:

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.
4.7
Google
4.7 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Warren Prehmus - Founder & Managing Partner12 yrs

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
2400 Lakeview Pkwy, Suite 550, Alpharetta, GA 30009
  • Finance Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
327 Dahlonega Street Suite 503, Cumming, GA 30040
  • Estate Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6600 Peachtree Dunwoody Road, Embassy Row 600, Suite 575, Atlanta, GA 30328
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (11)
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5400 Laurel Springs Pkwy, Building 1300, Suite 1302, Johns Creek, GA 30024
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)
Yelp
5.0 / 5 (1)

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

Why choose this provider?

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.

Reputation:

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.
4.0
Google
3.8 / 5 (4)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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.

  • How can individuals in Johns Creek verify if a financial advisor is a fiduciary?

    Verifying the fiduciary status of a financial advisor in Johns Creek involves two essential steps. First, directly inquire and request a written confirmation of their fiduciary role, including a potential signed fiduciary oath. Second, examine the advisor's Form ADV, a disclosure submitted to the U.S. Securities and Exchange Commission by Registered Investment Advisors. This document, accessible on the SEC's website, acts as a comprehensive record, showcasing the advisor's background and qualifications.

  • What approaches can individuals in Johns Creek consider in building a retirement income portfolio?

    Individuals in Johns Creek can adopt either an income-based or total return approach when building their retirement income portfolio. The income-based system relies on portfolio-generated income but may face challenges in low-yield environments. The total return approach focuses on a diversified portfolio to achieve overall expected returns. Factors like time horizon, risk tolerance, and financial goals should be considered to determine the most suitable approach.

  • What is the difference between a robo-advisor and an actual financial advisor, and how can individuals in Johns Creek benefit from both?

    A robo-advisor is a software-based service that handles investment decisions and management, charging approximately 1% less than traditional financial advisors. On the other hand, a financial advisor provides comprehensive financial guidance on investments, insurance, mortgages, taxes, and retirement planning, leveraging personal experience and expertise. While robo-advisors primarily invest in ETFs, financial advisors tailor their advice based on individual needs and employ fintech tools. Ultimately, both options offer individuals in Johns Creek valuable solutions for navigating the complexities of financial investing.

  • What benefits can students with loans in Johns Creek gain by working with financial advisors?

    By working with financial advisors, students in Johns Creek can access customized guidance and a knowledgeable approach to effectively manage their student loans. These experts possess specialized knowledge of federal loans, enabling them to evaluate the appropriateness of income-driven repayment plans based on individual financial circumstances. They also help students explore potential options like public service loan forgiveness while assisting them in devising repayment plans that align with their budgetary constraints.

  • Where can residents of Johns Creek file a complaint if they are experiencing difficulties with their investment services provider?

    For residents of Johns Creek experiencing difficulties with their investment services provider, a complaint can be lodged with the Georgia Secretary of State. They can head to https://sos.ga.gov/ to initiate the process. However, individuals must bear in mind that this entity exclusively accepts complaints from Georgia consumers involved in incidents that occur within the state's boundaries.

  • 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.