Best Financial Advisors in Macon

2022

Baldschun, Windham, and Jones

• Estate Planning
• Financial Planning
• Retirement 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.

Christy Capital Management, Inc.

• 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.

Day & Ennis, LLC

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

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.

Mauldin & Jenkins

• Estate Planning
• Financial Planning
• Tax 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.

Peachtree Planning

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.

Point North Financial

• 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.

Rosenberg Financial Group, Inc.

• 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.