Expertise.com

Best Financial Advisors in Sandy Springs

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Ashford Advisors logo
Visit WebsiteWebsite

Ashford Advisors

900 Ashwood Parkway Suite 400, Atlanta, GA 30338
Visit WebsiteWebsite
  • Finance Planning

Business Description

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.
4.4
Google
4.4 / 5 (7)

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
Benedetti Gucer & Associates logo
Visit WebsiteWebsite

Benedetti Gucer & Associates

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

Business Description

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 (13)
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
Benedict Financial Advisors, Inc logo
Visit WebsiteWebsite

Benedict Financial Advisors, Inc

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––
Capital Investment Advisors logo
Visit WebsiteWebsite

Capital Investment Advisors

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

Business Description

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.
4.6
Google
4.6 / 5 (19)

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
Georgia Wealth Advisors logo
Visit WebsiteWebsite

Georgia Wealth Advisors

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

Business Description

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
Google
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
Harmon Financial logo
Visit WebsiteWebsite

Harmon Financial

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

Business Description

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
Integrated Financial Group logo
Visit WebsiteWebsite

Integrated Financial Group

200 Ashford Center North Suite 400, Atlanta, GA 30338
Visit WebsiteWebsite
  • Tax Planning

Business Description

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
Pathway Financial Advisors logo
Visit WebsiteWebsite

Pathway Financial Advisors

2000 Riveredge Parkway, Suite 640, Atlanta, GA 30328
Visit WebsiteWebsite

Business Description

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
Peachtree Planning logo
Visit WebsiteWebsite

Peachtree Planning

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

Business Description

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
Resource Planning Group logo
Visit WebsiteWebsite

Resource Planning Group

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

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Reynolds & Reynolds Financial Partners logo
Visit WebsiteWebsite

Reynolds & Reynolds Financial Partners

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

Business Description

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)
The Mill Financial Partners logo
Visit WebsiteWebsite

The Mill Financial Partners

1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Welch Financial Advisors logo
Visit WebsiteWebsite

Welch Financial Advisors

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Wiser Wealth Management logo
Visit WebsiteWebsite

Wiser Wealth Management

125 Church Street NE, Suite 220, Marietta, GA 30060
Visit WebsiteWebsite
  • Tax Planning
  • Financial Planning

Business Description

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 (73)

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
Back to Providers

Frequently Asked Questions

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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

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).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 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.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

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.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

Read all FAQs