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Best Financial Advisors in Sandy Springs

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

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.

900 Ashwood Parkway Suite 400, Atlanta, GA 30338
Atlanta, GA 30338

Website(770) 390-2600

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:

4 (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+

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

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.

7000 Peachtree Dunwoody Road, NE Building 6, Suite..., Atlanta, GA 30328
Atlanta, GA 30328

Website(404) 602-0034

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:

15 (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+

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

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.

6000 Lake Forrest Drive NW Suite 550, Atlanta, GA 30328
Atlanta, GA 30328

Website(770) 671-8228

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: --

Detail: --

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

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."

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

Website(404) 531-0018

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:

4.6 / 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+

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

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.

7742 Spalding Drive #585, Norcross, GA 30092
Norcross, GA 30092

Website(786) 386-3633

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+

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

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.

400 Perimeter Center Terrace, NE, Suite 850, Atlanta, GA 30346
Atlanta, GA 30346

Website(770) 394-5225

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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+

750 Hammond Drive Building One, Suite 200, Sandy Springs, GA 30328
Sandy Springs, GA 30328
  • Certified Financial Planner (CFP)

Henning, Dowdy & Jones is a public accounting firm that serves clients in Sandy Springs. It helps individuals, families, and businesses in achieving their financial goals. The firm provides a wide range of financial planning services, including cash flow management, tax reduction, retirement planning, and wealth accumulation. Tax partner Daniel C. Henning specializes in financial and tax planning for rich people, their investment interests, and related businesses. The firm has 36 years of experience in the financial services industry.

750 Hammond Drive Building One, Suite 200, Sandy Springs, GA 30328
Sandy Springs, GA 30328

Website(404) 705-4589

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: A+

Detail: A+

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

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.

200 Ashford Center North Suite 400, Atlanta, GA 30338
Atlanta, GA 30338

Website(770) 353-6400

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+

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

Pathway Financial Advisors is a firm that serves Sandy Springs and the surrounding locations. Its team of advisors builds investment portfolios for clients, which may comprise exchange-traded and mutual funds. They also monitor and update portfolios. In addition, the financial planners work with clients' attorneys and insurance specialists in the process of managing risks and creating asset protection plans. Rebecca Walsh, one of the company's advisors, is a Certified Financial Planner, who is part of the Vermont Tax Advisory Board.

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

Website(404) 812-4979

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)

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

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.

5040 Roswell Road, Atlanta, GA 30342
Atlanta, GA 30342

Website(404) 260-1600

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+

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

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.

10 Glenlake Parkway South Tower, Suite 150, Atlanta, GA 30328
Atlanta, GA 30328

Website(770) 671-9500

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

7000 Peachtree Dunwoody Road Building 12, Suite 20..., Atlanta, GA 30328
Atlanta, GA 30328
  • Certified Financial Planner (CFP)

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.

7000 Peachtree Dunwoody Road Building 12, Suite 20..., Atlanta, GA 30328
Atlanta, GA 30328

Website(404) 793-0021

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:

2 (Good)

Score Consistency:

Consistent (Best)

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

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.

1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338
Atlanta, GA 30338

Website(770) 551-3435

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

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.

5 Concourse Pkwy Suite #3000, Atlanta, GA 30328
Atlanta, GA 30328

Website(404) 591-6777

Show Number

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: B+

Detail: --

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

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.

125 Church Street NE, Suite 220, Marietta, GA 30060
Marietta, GA 30060

InstagramWebsite(678) 905-4450

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:

63 (Best)

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+

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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