Expertise.com

2024

Last updated:

Best Financial Advisors in Roswell

Our Recommended Top 15

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 Roswell 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

27Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Roswell, GA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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

Roswell, GA

Why choose this provider?

Need help contacting a Financial Advisor in Roswell? 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
35 Old Canton St, Alpharetta, GA 30009
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

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.

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.
3.8
Google
4.7 / 5 (13)
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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 (25)
Facebook
4.9 / 5 (23)

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

Why choose this provider?

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.

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

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

Why choose this provider?

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.

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
4.0 / 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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
6600 Peachtree Dunwoody Road, Embassy Row 600, Suite 575, Atlanta, GA 30328
  • Tax Planning
  • Retirement Planning

Why choose this provider?

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.

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 (9)

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
401 Macy Drive, Roswell, GA 30076
  • Estate Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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.
4.4
Google
5.0 / 5 (8)

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 Drive Suite A6, Roswell, GA 30076
  • Financial Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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.
4.6

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

Why choose this provider?

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.

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)

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.

  • Why would a widow in Roswell need a financial advisor?

    A widow in Roswell can benefit from financial advice because a spouse’s death is a painful life transition. During this time, it is important to review the financial picture and adjust allocations accordingly. A widow would need help differentiating urgent decisions from non-critical ones and weighing each as objectively as possible.

  • Will your financial advisor in Roswell get a commission if they talk you into an investment?

    It depends on the payment structure employed by your Roswell financial advisor. If they charge on a fee-only basis, they will not get anything from your investment, even if they were the ones who suggested it to you. They only earn money from the fees you pay. Your advisor will only receive commissions if they are either fee-based or commission-based.

  • What does comprehensive financial planning cover in Roswell?

    Comprehensive financial planning covers various aspects of one’s finances, such as managing cash flow, income, investments, and risk. It also includes creating strategies for tax reduction and planning for specific life stages, like education, retirement, and wealth transfer upon death. Throughout this process, a comprehensive financial planner in Roswell takes into account not only clients’ funds but also their values. Moreover, comprehensive planning is integrated into a person’s family and professional life.

  • How can you ensure your financial stability as a woman undergoing a divorce in Roswell?

    Planning well is key, especially since studies indicate that women often get a smaller portion during asset division. You can start by making a budget that accounts for divorce costs, your kids’ daily living expenses in the foreseeable future, and other things high on your priority list. Expect unexpected expenses while your divorce is underway in Roswell. For your long-term financial security, work out a strategy with your lawyer to obtain retirement assets.

  • What spending items can you review in order to save more money in Roswell?

    If your goal is to increase your savings in Roswell, you should evaluate your shopping behavior. Ask yourself how many purchases you have made on impulse or just because there was a sale. Next, check with providers to see if you can save by downgrading your phone, Internet, or cable packages. Check your accounts, too, for unused subscriptions. You can also review how often you eat out, whether as a treat for yourself or to hang out with friends.

  • 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.