Laurels

Best Financial Advisors in Macon
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Macon 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 32 23 11

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

Beall Financial Planning

  • Estate Planning

Beall Financial Planning is a firm that aids families and individuals in Macon to achieve their dreams through financial planning and investment management. When crafting a financial plan, its team reviews the client's present financial situation and considers short-term and long-term goals. It then identifies the steps and resources needed to realize the client's financial targets and helps implement the plan. It also continuously reviews these steps and makes necessary adjustments along the way. The firm has been serving clients for more than five decades.

2107 Ingleside Avenue
Macon, GA 31204

Website

Edward Vance Investment Management

  • Investment Management
  • Financial Planning
  • Certified Financial Planner (CFP)

Edward Vance Investment Management caters to clients in the Macon area. The firm helps create investment plans based on an investor's risk tolerance, goals, and cash flow needs. It then works on maintaining sustainable investments, while providing quarterly performance reports and aggregated account holdings. The company also helps clients with insurance issues, tax planning, retirement, and estate planning. Founder Edward Vance is a Certified Financial Planner who served as Vice President of Investments at Banc of America Investment Services, Inc.

2607 Vineville Ave, Suite 104
Macon, GA 31204

Website

Ingleside Financial Group

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Since 2007, Ingleside Financial Group has been serving individuals and businesses in Macon. The company creates custom financial programs that can help clients secure stable incomes even after retiring from the workforce. Its services include setting up an investment portfolio based on cash flow and risk tolerance, along with choosing appropriate insurance plans. The firm also provides advice on tax management and estate conservation. Company president Charles Moore is a Certified Financial Planner with more than 40 years of industry experience.

2411 Ingleside Avenue
Macon, GA 31204

Website

Southern Investment Partners

Southern Investment Partners crafts financial plans and strategies for clients in Macon. Its team helps them build their wealth by investing in financial products that align with their goals and needs. It aids customers in protecting their families through insurance, college planning, and estate protection. It also works to preserve their wealth and assets. After having financial plans in place, the company's advisors continue to monitor them to ensure that they are still appropriate for the clients' situations. Southern Investment Partners has been operating for over two decades.

3821 Vineville Avenue
Macon, GA 31204

Website