Expertise.com

2024

Last updated:

Best Financial Advisors in Sandy Springs

Our Recommended Top 16

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 Sandy Springs Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

40Reviewed

30Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Sandy Springs, GA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

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
––

Price: Free Consultation

Sandy Springs, GA

Why choose this provider?

Need help contacting a Financial Advisor in Sandy Springs? 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
125 Church Street NE, Suite 220, Marietta, GA 30060
  • Tax Planning
  • Financial Planning

Why choose this provider?

Wiser Wealth Management assists clients in Sandy Springs with their investment and financial planning matters. The company's financial advisors handle insurance risk and management, asset management, tax preparation, and 401k allocations to help people secure financial freedom in retirement. It also rebalances and optimizes its clients' existing portfolios quarterly. President Casey Smith started the company in 2001 and helps clients with insurance, as well as tax and legal concerns, through a network of professionals with whom he partners.

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 (94)
Facebook
5.0 / 5 (12)

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
5040 Roswell Road, Atlanta, GA 30342
  • Investment Management
  • Financial Planning

Why choose this provider?

Peachtree Planning serves clients in Sandy Springs who wish to manage their finances. The company follows a financial strategy process that allows clients to understand and create plans for their life and health insurance, investments, and employee benefits funds. Peachtree Planning also caters to South Carolina, Alabama, and Tennessee clients. The company's CEO, Darrel L. Dawes, has received the Master Agency Award from the General Agents and Managers Association. He also holds the ChFC, CExP, and CLU designations.

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
7000 Peachtree Dunwoody Road, NE Building 6, Suite 100, Atlanta, GA 30328
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Benedetti Gucer & Associates is a wealth management firm serving Sandy Springs. Keeping in mind its clients' best interests, the firm provides them with financial guidance on how to best utilize their wealth which may include investments. Other services it offers include retirement planning, tax management, and wealth preservation strategies. Its founder, Jaime Benedetti, is a Certified Financial Planner. He was named one of the Five Star Wealth Managers by Atlanta Magazine.

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 (12)
Yelp
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
200 Ashford Center North Suite 400, Atlanta, GA 30338
  • Tax Planning

Why choose this provider?

Integrated Financial Group is a wealth management firm that serves independent business owners from Sandy Springs and the surrounding areas. It provides a wide range of services, including advisor development and consulting, compliance and risk management, transition support, and virtual administrative support. It also handles operations, HR services, and employee benefits. Integrated Financial Group has been in operation for over a decade. The company has been featured in the Atlanta Business Chronicle and The Atlanta Journal-Constitution.

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
Facebook
5.0 / 5 (6)
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
900 Ashwood Parkway Suite 400, Atlanta, GA 30338
  • Finance Planning

Why choose this provider?

Founded in 1898, Ashford Advisors offers financial services to help its clients preserve their assets and build wealth. It caters to individuals and families in Sandy Springs and the surrounding areas. It works with customers by tracking their finances and savings, evaluating their insurance coverage, preparing them for the cost of college education, and consolidating retirement and investment strategies. CEO Tom Purcell is a member of the General Agents and Managers Association and the National Association of Insurance and Financial Advisors in Atlanta.

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.
4.5
Google
4.5 / 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
1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

The Mill Financial Partners serves clients in Sandy Springs. It helps a variety of clients, including millennials, families, and retirees in achieving their financial goals. Its financial advisors provide an array of financial planning services that include cash flow, risk, and investment management. They leverage technology to analyze, recommend, implement, and review the financial strategies of clients. Founder William Alan Franks is a Certified Financial Planner, who is committed to empowering clients through financial planning.

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
5 Concourse Pkwy Suite #3000, Atlanta, GA 30328
  • Estate Planning
  • Tax Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Welch Financial Advisors is a firm serving Sandy Springs. Its services focus on helping self-employed individuals and small business owners manage their finances and achieve their financial goals. It provides a range of services, including financial planning, investment management, and start-up business coaching. Other services include business, personal, estate, and trust tax planning and compliance. It assists clients in developing plans that help address their needs, including advising on insurance and tax strategies, recommending investment options, and securing their clients’ assets.

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.
2.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6000 Lake Forrest Drive NW Suite 550, Atlanta, GA 30328
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving Sandy Springs, Benedict Financial Advisors, Inc., deals with its clients' investment concerns. Its services focus on investment management and retirement income planning. It researches investment opportunities suited to its clients’ needs and provides assistance in handling them. It also constructs a retirement income plan, including pension plans and social security benefits. Benedict Financial Advisors' founder, Philip C. Benedict, previously taught courses at Duke and Bowling Green University and holds a Bachelor’s degree in Business Administration.

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.
2.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
7000 Peachtree Dunwoody Road Building 12, Suite 200, Atlanta, GA 30328
  • Certified Financial Planner (CFP)

Why choose this provider?

Reynolds & Reynolds Financial Partners offers monetary advisory services to clients in Sandy Springs and the surrounding communities. Its managing partners, Shad and Devon Reynolds, have been serving the community for over 20 years. Shad holds a designation as a CLU, CFP, and ChFC. He caters to practicing professionals and corporate and government employees. Reynolds aids clients in investment, retirement, tax, and business planning. He aims to create a customized plan based on their specific needs and financial objectives.

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 (2)

Website
2000 Riveredge Parkway, Suite 640, Atlanta, GA 30328

Why choose this provider?

Pathway Financial Advisors serves Sandy Springs and surrounding locations. The firm helps high-net-worth families and individuals experience greater confidence through proactive financial planning and differentiates itself from other service providers through solutions—like tax management, estate planning, and investment management—aligned with a client's long-term plans. Pathways Financial Advisors is an independent firm that employs a team of Certified Financial Planners. Its founder, Scott Beaudin, holds an MBA degree in finance. He previously worked as a CFO at an Atlanta-based company.

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

Why choose this provider?

Capital Investment Advisors guides clients in Sandy Springs about income investing, providing financial advice on managing their portfolios. It assists in retirement planning, growth portfolio management, small business retirement, and investment tax planning. The company is an independent registered investment advisor that has been in service since 1996. Wes Moss, a managing partner and senior investment advisor at the firm, is a Certified Financial Planner and a Chief Investment Strategist who wrote the book "What the Happiest Retirees Know."

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 (16)

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 Parkway South Tower, Suite 150, Atlanta, GA 30328
  • Certified Financial Planner (CFP)

Why choose this provider?

Resource Planning Group is an investment advisory firm that provides solutions for the financial concerns of Sandy Springs-based clients. Its financial advisors work with clients during their early and mid-career, pre-early retirement, and retirement years in life. They assist in portfolio management and investment planning that involves setting long-term goals and devising a strategy for achieving them through a savings plan that considers present retirement savings, age, income, and other considerations. Additional services are cash flow planning, charitable giving, and education planning.

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 (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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
400 Perimeter Center Terrace, NE, Suite 850, Atlanta, GA 30346
  • Wealth Management
  • Certified Financial Planner (CFP)

Why choose this provider?

Harmon Financial is an independent wealth management firm that supports the financial goals of Sandy Springs. With 40 years of financial planning experience, the firm provides a customized approach to investment management taking into consideration the risk tolerance of clients. Its team of advisors offers retirement strategies, legacy planning services, and wealth protection solutions to individuals and families. These advisors have been serving the financial industry since the 1970s. They possess the Certified Investment Management Analyst designation and are certified public accountants.

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
7742 Spalding Drive #585, Norcross, GA 30092
  • Tax Planning
  • Insurance Products
  • Retirement Planning

Why choose this provider?

Georgia Wealth Advisors is a financial planning firm that serves individuals and families from Sandy Springs and the surrounding areas. It helps clients achieve their financial goals through services such as income planning, legacy planning, retirement strategies, and tax strategies. It also provides asset maximization and life insurance solutions. Company president Thomas F. Lowry is a member of the Million Dollar Round Table. Georgia Wealth Advisors has been featured in Fox Business, CNN, and The Wall Street Journal.

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

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.

  • How can one find out if a financial advisor in Sandy Springs does not work on a commission-fee basis?

    The general public can independently verify whether a Sandy Springs financial advisor does not operate on a commission-fee basis through the National Association of Personal Financial Advisors, a professional association of fee-only financial advisors. This organization provides a "Find an Advisor" search tool that enables people to find fiduciaries in the neighborhood.

  • How much does a financial advisor in Sandy Springs earn?

    Financial advisors in Sandy Springs make between $80,000 and $100,000 a year. The salary or earnings of financial advisors in Georgia is based on a number of variables, including education, professional certifications, level of experience, and the company they work for. These financial professionals may also receive a standard income for working in a bank or other financial institution, along with commissions or other incentives for selling particular investment products.

  • Is hiring a fee-only financial advisor in Sandy Springs preferable to receiving free advice from bank consultants?

    Fee-only financial advisors in Sandy Springs solely accept client fees, which can help avoid conflicts because they are compensated to serve the best interests of their clients, unlike "free" consultants from major financial institutions, who are usually just re-sellers. There is also no conflict of interest regarding certain product lines a fee-only financial advisor may offer.

  • Is choosing a financial advisor in Sandy Springs who works on commission risky?

    Conflict of interest may arise in hiring commission-based financial advisors in Sandy Springs since they earn their income through commissions on the financial products they sell to their clients. There is also a tendency for these advisors to be incentivized to recommend products that offer higher commissions, regardless of whether those products are most suitable for their clients' specific financial needs or risk tolerance.

  • What licenses are required for financial advisors in Sandy Springs?

    A few important licenses must be obtained for someone to legally operate as a financial advisor in Sandy Springs. These are:

    • Series 3 license: National Commodities Futures Examination
    • Series 6 license: Investment Company and Variable Contracts Products Representative Exam
    • Series 7 license: General Securities Representative Examination
    • Series 63 license: Uniform Securities State Law Examination
    • Series 65 license: Uniform Investment Adviser Law Examination
  • 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.