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Best Financial Advisors in Roswell

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295 West Crossville Road Suite 820, Roswell, GA 30075
Roswell, GA 30075
  • Estate Planning

Alexander Blaire Financial Consulting, Inc. serves individuals, retirees, and business owners in Roswell and surrounding areas. It offers financial advisory services to help clients create a balance between managing their assets and risks. It covers various financial aspects, such as investment, insurance, retirement, tax, and lifestyle. It conducts a review of the clients' insurance policies to check for coverage for long-term care and disability. Its president, Randy Nixon, started his business career in the property and casualty insurance industry in the '70s.

295 West Crossville Road Suite 820, Roswell, GA 30075
Roswell, GA 30075

Website(678) 352-8800

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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)

6600 Peachtree Dunwoody Road, Embassy Row 600, Sui..., Atlanta, GA 30328
Atlanta, GA 30328
  • Tax Planning
  • Retirement Planning

ATLas Investment Advisors advocates for the financial independence of individuals and families in and around Roswell. Its services include cash flow design, investment management, tax planning and strategy, and insurance analysis. Leading the firm are Certified Financial Planners Christian Mauser and Rebecca Richardson. Mauser is also a Certified Investment Management Analyst, a Certified Retirement Counselor, and a Chartered Retirement Planning Counselor. Richardson is also a certified public accountant licensed to practice in Georgia, Virginia, and Texas.

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

Website(770) 367-0300

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:

6 (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+

10 Glenlake Pkwy NE, North Tower, Suite 1000, Atlanta, GA 30328
Atlanta, GA 30328
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Chartered Financial Analyst (CFA)

Capital Investment Advisors provides financial guidance to clients in Roswell. The company creates portfolios that are tailored to clients' income needs, risk tolerance, and overall objectives. Its services also include growth portfolio management, investment tax planning, and retirement planning. Its team comprises CFP practitioners, CPAs, investment veterans, tax counselors, an investment analyst, and small business owners. Founder Michael Reiner has been in the securities industry for more than 25 years and is a frequent guest on the Money Matters radio show.

10 Glenlake Pkwy NE, North Tower, Suite 1000, Atlanta, GA 30328
Atlanta, GA 30328

Website(404) 531-0018

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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:

4.6 / 5 ( Best)

Total Reviews:

18 (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+

2300 Lakeview Pkwy, Alpharetta, GA 30009
Alpharetta, GA 30009
  • Business Formation

Kilpatrick Advisors is a wealth management firm that serves individuals and families from Roswell. It helps clients pursue long-term financial goals through services such as investment advisory, asset allocation, and retirement planning. Its process includes risk and loss analysis, current investments analysis, and assignment of responsibilities. CEO Stephen Kilpatrick is a Certified Financial Planner and Behavioral Financial Advisor. He has been working in the financial services industry for more than 27 years.

2300 Lakeview Pkwy, Alpharetta, GA 30009
Alpharetta, GA 30009

Website(404) 889-8000

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 / 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: --

10892 Crabapple Rd. Ste. 100, Roswell, GA 30075
Roswell, GA 30075
  • Financial Planning

Live Oak Wealth Management helps corporate employees and self-employed business owners in Roswell and the surrounding communities with their wealth accumulation and wealth preservation needs. The firm's full line of services includes financial planning, retirement income planning, active investment management, estate planning and charitable giving, cash flow management, and 401(k) management. Shawn McGuire, one of the firm's financial advisors, has nearly two decades of experience in the financial industry and holds the Certified Financial Planner designation.

10892 Crabapple Rd. Ste. 100, Roswell, GA 30075
Roswell, GA 30075

Website(770) 552-5968

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:

5 (Good)

Score Consistency:

Consistent (Best)

401 Macy Drive, Roswell, GA 30076
Roswell, GA 30076
  • Estate Planning

Mark E. Conard is a company that caters to the financial management needs of individuals and businesses in Roswell and the surrounding areas. It offers an assortment of investment planning services, including asset allocation needs determination, risk tolerance assessment, and investment recommendation. The firm also handles retirement and estate planning, employee and executive benefits, education funding, and insurance planning. Its owner, Mark E. Conard, is a Certified Financial Planner, an Accredited Investment Fiduciary, and a Retirement Income Certified Professional.

401 Macy Drive, Roswell, GA 30076
Roswell, GA 30076

Website(770) 552-1025

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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+

1025 Old Roswell Rd. Suite 104, Roswell, GA 30076
Roswell, GA 30076
  • Financial Planning

Merit Financial Advisors is a multigenerational firm that has been serving Roswell residents since 1998. It provides a wide variety of wealth management and financial planning services to clients facing different situations, such as divorce, retirement, career transitions, and widowhood. It also assists clients in reaching their financial goals by conducting thorough assessments and developing investment portfolios that match its clients' unique preferences. Merit Financial Advisors is associated with various reputable partners, like Simplified Financial, I.M. Wealth Care, and Allegiance.

1025 Old Roswell Rd. Suite 104, Roswell, GA 30076
Roswell, GA 30076

Website(678) 647-8040

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: --

202 Abbey Court, Alpharetta, GA 30004
Alpharetta, GA 30004
  • Retirement Planning
  • Financial Planning
  • Wealth Management

North Georgia Wealth Advisors is an independent firm that advises and creates financial solutions for clients of different backgrounds in Roswell. It helps clients develop plans for their asset protection, education funding, investment and savings, retirement income, and Social Security needs. Its wide range of customers includes families, business owners, corporate executives, widows, and investors seeking non-traditional investment. The wealth advisors from the firm hold several professional designations, including Certified Financial Planners, Chartered Financial Consultants, and Chartered Life Underwriters.

202 Abbey Court, Alpharetta, GA 30004
Alpharetta, GA 30004

Website(770) 274-6492

Show Number
500 Sun Valley Drive Suite A6, Roswell, GA 30076
Roswell, GA 30076
  • Financial Planning

Odyssey is a financial advisory firm providing planning and portfolio management services to clients in Roswell. The firm aims to simplify the world of investment by taking a methodical and understandable approach. It also provides guidance in finance and budgeting, college saving and funding, employee benefits packages, insurance needs, and retirement planning. Partner and financial advisor Robert Fezza has been with the firm since 1999 and is also an investment adviser representative with Cetera Investment Advisers LLC.

500 Sun Valley Drive Suite A6, Roswell, GA 30076
Roswell, GA 30076

Website(770) 992-4444

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+

35 Old Canton St, Alpharetta, GA 30009
Alpharetta, GA 30009
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Oxygen Financial provides advice to Roswell residents. It offers its financial private CFO system by which it helps clients streamline their budget and increase their net worth. It identifies their financial goals and analyzes their insurance, investments, estate plan, and taxes. It then creates a plan that helps families secure their financial future. Kile Lewis and Ted Jenkin founded oXYGen Financial in 2008 during the market crash. The firm has been regularly featured in CNN since 2020.

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+

302 Bombay Lane, Roswell, GA 30076
Roswell, GA 30076
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Power Wealth Management is an investment advisory firm in Roswell that provides comprehensive financial planning and wealth management services to a select group of clients. The company is owned by Brett Power, a wealth manager and financial advisor who holds both the Chartered Financial Analyst and Certified Financial Planner designations. The firm conducts in-depth planning meetings, where it helps clients create strategies around special needs funding, charitable gifting, business divestiture, and long-term care. It also helps small to mid-size business owners evaluate their retirement plans.

302 Bombay Lane, Roswell, GA 30076
Roswell, GA 30076

Website(404) 889-8919

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:

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+

599 W. Crossville Rd. Suite 107, Roswell, GA 30075
Roswell, GA 30075
  • Certified Financial Planner (CFP)

Founded in 2015, Together Planning is a family-operated firm that provides financial planning and investment management assistance throughout the Roswell metro. The firm aims to help its clients achieve their short-term and long-term goals through cash flow, debt management, and various investment strategies. It offers planning services related to the clients' business, education, estate, retirement, and tax. Its founder, Jud Mallini, has nine years of experience as a financial advisor and a Certified Financial Planner.

599 W. Crossville Rd. Suite 107, Roswell, GA 30075
Roswell, GA 30075

Website(352) 221-9300

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)

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

Wealth Creation Atlanta offers financial advice to residents of Roswell. It helps improve clients' wealth accumulation and preservation knowledge, guiding them on how to increase their cash flow, reduce income taxes, and obtain protection from losses. Its advisors support individuals in maximizing their financial efficiencies, managing their retirement income, and passing their estate to heirs and beneficiaries. Wealth Creation Atlanta also aids dental specialists in their financial planning. Chris Ellington is a CFP who specifically works with dentists and medical professionals.

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)

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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