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Best Financial Advisors in Macon

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Macon, GAMacon, 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.

Macon, GAMacon, GA

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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: --

3920 Arkwright Rd Ste 100, Macon, GA 31210
Macon, GA 31210
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Baldschun, Windham, and Jones is a Macon-based firm that has been assisting individuals, families, and businesses for over 160 years. It assists in the process of financial planning for different purposes such as buying a new home, funding a child's education, or living comfortably in retirement. Its team considers financial security, wealth accumulation, risk management, and wealth preservation and distribution throughout the phases of building a financial strategy. The firm also offers insurance products and investment advisory, private client, and trust services.

3920 Arkwright Rd Ste 100, Macon, GA 31210
Macon, GA 31210

Website(478) 951-8287

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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:

1 (Good)

Score Consistency:

Consistent (Best)

2107 Ingleside Avenue, Macon, GA 31204
Macon, GA 31204
  • 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
Macon, GA 31204

Website(478) 743-9023

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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:

6 (Good)

Score Consistency:

Consistent (Best)

2939 McManus Road, Macon, GA 31220
Macon, GA 31220
  • Certified Financial Planner (CFP)

Christy Capital Management, Inc., offers financial advice and services to the residents of Macon and the adjacent communities. It formulates customized financial plans with retirement strategies that fit clients' goals. It gives investment advice, uses tax management and employee benefit analyses, implements estate conservation, and obtains annuities and insurance plans. Christy Capital Management's president Brandon Christy is a certified public accountant. He is also a Personal Financial Specialist, a designation given to CPAs who completed certain benchmarks in financial planning training.

2939 McManus Road, Macon, GA 31220
Macon, GA 31220

Website(478) 314-2160

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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:

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: A

Detail: --

125 Plantation Centre Drive S., Bldg. 400, Macon, GA 31210
Macon, GA 31210
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Day & Ennis, LLC is a financial advisory firm that has been serving individuals and business owners in Macon since 1998. Its advisors help clients in financial planning, which covers investments, cash flow, retirement, income tax, and estate planning. The firm also assists in insurance and risk management matters. The company partner, John Day, is a CPA/PFS and a registered financial advisor with the National Association of Personal Financial Advisors. He is a member of the Financial Planning Association.

125 Plantation Centre Drive S., Bldg. 400, Macon, GA 31210
Macon, GA 31210

Website(478) 474-7480

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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:

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+

2607 Vineville Ave, Suite 104, Macon, GA 31204
Macon, GA 31204
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

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
Macon, GA 31204

Website(478) 314-8901

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2411 Ingleside Avenue, Macon, GA 31204
Macon, GA 31204
  • Estate Planning
  • Tax Planning
  • Retirement 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
Macon, GA 31204

Website(478) 746-9505

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300 Mulberry Street Suite 300, Macon, GA 31201
Macon, GA 31201
  • Estate Planning
  • Tax Planning
  • Financial Planning

Mauldin & Jenkins is a financial planning firm that has been serving clients in the Macon area since 1918. Its team helps individuals and families manage their money and prepare for retirement with stable and sufficient income. The firm also assists in tax planning concerns, along with estate planning like setting up trusts and charitable foundations. It handles business concerns like accounting, mergers, acquisitions, and financial statements for various industries, including manufacturing, agriculture, retail, healthcare, and distribution.

300 Mulberry Street Suite 300, Macon, GA 31201
Macon, GA 31201

Website(478) 464-8000

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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: --

3725 Vineville Avenue, Macon, GA 31204
Macon, GA 31204

Peachtree Planning is an independent financial services firm serving individuals and business owners in the Macon area. Its financial professionals help clients develop financial plans that utilize a variety of strategies and products, from personal budget assistance and investment management to advisory services regarding topics like property and casualty insurance. They also assist business owners in developing exit strategies to help them transition into retirement. CEO Darrell Dawes holds the Chartered Financial Consultant designation and is a Chartered Life Underwriter.

3725 Vineville Avenue, Macon, GA 31204
Macon, GA 31204

Website(478) 471-6166

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+

1200-A Northside Crossing, Macon, GA 31210
Macon, GA 31210
  • Estate Planning

Point North Financial is a company that caters to clients in Macon and the nearby areas. Its team of professionals provides a wide range of customized strategies and guidance for individuals, including financial planning, individual retirement or education planning, and investment advisory programs. The firm also offers equity and fixed-income investments, disability and long-term care insurance, annuities, and traditional brokerage or investment accounts. One of its partners, Russ Henry, is a Certified Financial Planner and Chartered Financial Consultant.

1200-A Northside Crossing, Macon, GA 31210
Macon, GA 31210

Website(478) 254-2700

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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+

4875 Riverside Drive Suite 201, Macon, GA 31210
Macon, GA 31210
  • Finance Planning

Rosenberg Financial Group, Inc., is an independent company that serves the residents of Macon and the nearby metros. The business utilizes its Personalized Investment Management System in managing clients’ assets. Its team of professionals also offers the Retire-Relax Solution, an investment approach for both pre-retirees and retirees. The service includes exit strategies for cases that involve high-risk investments. Sherri L. Goss, the firm’s president, is a Certified Financial Planner with more than two decades’ worth of experience in the financial industry.

4875 Riverside Drive Suite 201, Macon, GA 31210
Macon, GA 31210

Website(478) 741-4457

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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+

3821 Vineville Avenue, Macon, GA 31204
Macon, GA 31204

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
Macon, GA 31204

Website(478) 216-5212

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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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