Fiduciary advisors in Georgia

Acworth, Georgia

Moneyscan.com is an investment advisory firm in Acworth, Georgia.

Acworth, Georgia

Consha Financial, based in Acworth, Georgia, provides retirement income planning, wealth planning, and legacy planning services to retirees and business owners. The firm works with insurance carriers to support client investments and emphasizes client education and personalized planning strategies. Led by Richard, who has eight years of financial and insurance industry experience, and Michael, a Financial Professional who joined in 2023, the firm offers complimentary consultations to help clients develop retirement strategies and financial confidence.

Albany, Georgia

CAPTRUST is an investment advisory firm in Albany, Georgia. Services include Financial Planning. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Albany, Georgia

Merit Financial Advisors is an investment advisory firm in Albany, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Alpharetta, Georgia

Daner Wealth Management is an independent financial advisory firm in Alpharetta, Georgia, founded in 2022 by Marc Daner, a CFP® and ChFC® with over 30 years of industry experience. The firm provides financial planning, investment management, and wealth management services, with a focus on retirement planning, tax-efficient strategies, and estate protection for high-income clients. Led by Daner and Vice President Kellie Borror, the firm employs a fiduciary approach and uses globally diversified portfolios of index funds and ETFs to align with clients' risk tolerance and goals.

Alpharetta, Georgia

Rachel Wilder, Financial Advisor - Wilder Wealth Strategies, LLC is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Alpharetta, Georgia

Elm3 Financial Group is an investment advisory and financial planning firm based in Alpharetta, Georgia, led by founder and principal Stacey Nickels, who holds credentials including CFP®, CPA/PFS, and MBA in Finance. The firm's team comprises CPAs, Enrolled Agents, Registered Investment Advisers, and CFP® professionals who provide investment management and financial planning services ranging from targeted plans addressing specific needs to comprehensive plans addressing multiple financial areas. The firm takes a holistic, client-centered approach that considers each client's unique financial perspective and objectives.

Alpharetta, Georgia

Wealth Enhancement Group is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Alpharetta, Georgia

Raymond James & Associates is an investment advisory firm in Alpharetta, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Alpharetta, Georgia

Insurance-Based

Sagar Shah, Financial Advisor - Eagle Strategies is an insurance-based firm in Alpharetta, Georgia. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Alpharetta, Georgia

Incompass Financial is a financial planning firm based in Alpharetta, Georgia that serves individuals, families, and business owners. The firm uses a life planning process that connects financial decisions to personal values and long-term objectives, addressing areas such as retirement planning, cash flow management, and tax planning. The firm provides access to brokerage accounts through Wealthscape Investor, which includes online and mobile platforms for account management and trading.

Alpharetta, Georgia

Gibbs Financial Group & Gibbs Wealth Management is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office is open five days a week. It holds a 4.8-star rating from 189 Google reviews.

Alpharetta, Georgia

Jones & Co Wealth Strategies, LLC, based in Alpharetta, Georgia, is led by President and Financial Advisor Emanuel Jones II, who holds Series 6, 7, 63, and 65 licenses and operates as a fiduciary. The firm provides financial planning and investment management services, with particular focus on retirement planning and serving small business owners, first-generation high earners, entrepreneurs, and corporate employees. Emanuel Jones holds an MBA from Emory's Goizueta School of Business and Johns Hopkins University, and the firm operates investment advisory services through Eagle Strategies LLC, an SEC-registered investment adviser and subsidiary of New York Life Insurance Company.

Alpharetta, Georgia

Merit Financial Advisors is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Alpharetta, Georgia

Kingsview Partners Alpharetta Office is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Alpharetta, Georgia

Benjamin Yin, Founder/Owner - Generational Financial Partners LLC is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 36 Google reviews.

Athens, Georgia

Verisail Partners is a fee-only financial advisory firm in Athens, Georgia, staffed by CFP®, CFA, and CPA credentialed advisors including partners Taylor Stanfill, Scott Voigt, and Thad Gilliam. The firm provides financial planning and investment management services to individuals and families with $750,000 or more in investable assets and $250,000+ annual income, with a stated focus on long-term relationships and personalized planning aligned with clients' life goals. The firm's investment approach draws on academic research, and its service areas include financial planning, investment management, and guidance for business owners.

Athens, Georgia

Fully Financial is a fee-only fiduciary advisory firm in Athens, Georgia, offering financial planning and investment management services. The firm is led by co-founders Ben Jacobs and Cody Nichelson and staffs CFP® professionals who provide comprehensive planning across retirement, tax strategy, and portfolio management without asset minimums. Services include goals-based planning, daily portfolio monitoring with dynamic rebalancing using low-cost investments, and concierge coordination with tax and estate professionals. The firm employs evidence-based investment strategies tailored to individual risk tolerance and uses a long-term approach that incorporates tax-loss harvesting and adjustments as circumstances change.

Athens, Georgia

Wealth Enhancement Group is an investment advisory firm in Athens, Georgia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Athens, Georgia

Fee-Only Independent RIA

Elwood & Goetz Wealth Advisory Group is an independent, fee-only financial planning firm founded in Athens, Georgia by Lindsay Elwood and Joe Goetz, with additional offices in Atlanta, Charleston, and Naples. The firm provides financial planning and investment management services to over 500 families across multiple states, operating under a fiduciary standard and declining all commission-based compensation. Its advisors hold credentials including CFP® and CDFA® designations, with many having prior experience at major financial institutions such as Vanguard, Fidelity, and Goldman Sachs, and several serving as distinguished university professors. The firm emphasizes personalized planning across all aspects of clients' financial lives rather than standardized approaches.

Athens, Georgia

Arch Financial Planning is a fee-only registered investment adviser in Athens, Georgia, led by CFP® professional Cecil Staton. The firm serves retirees and those nearing retirement with $1M–$5M in invested assets, offering retirement income planning, tax strategy (including Roth conversions, RMD planning, and capital gains management), and investment management. Operating as an independent, employee-owned fiduciary, the firm serves clients throughout Athens, Watkinsville, Oconee County, and the Lake Oconee area, with options for in-person or virtual engagement.

Atlanta, Georgia

Paces Ferry Financial Services is an investment advisory firm in Atlanta, Georgia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Atlanta, Georgia

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Atlanta area and surrounding communities. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services, with particular expertise in estate planning, insurance planning, and wealth management strategy. Operating as a fiduciary, the firm is structured to prioritize client interests over its own compensation interests.

Atlanta, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Atlanta, Georgia

Elite Wealth Advisors LLC is a women-owned financial planning firm based in Atlanta, Georgia, founded in March 2024 by Kadian Clarke and Amberly Postell. The firm operates as a licensed fiduciary and provides financial planning services across retirement, education savings, and wealth building. The company emphasizes diversity among its advisors and clientele.

Atlanta, Georgia

Waverly Advisors is an Atlanta-based firm offering financial planning, investment management, and wealth management services to private clients. The firm provides a blended approach encompassing investment management, tax, estate planning, and financial planning, with portfolio construction using both traditional assets and nontraditional alternatives. Client service includes customized wealth management reporting, quarterly performance reports net of fees with benchmark comparisons, and partner-level access. The firm employs advisors with the CLU credential and operates with a stated focus on long-term client relationships.

Atlanta, Georgia

Attend Wealth Inc. is an Atlanta-based financial advisory firm that provides financial planning and investment management services, with a particular focus on physicians. The firm works through a collaborative, goal-based planning process designed to address physicians' specific financial needs, including student loan management and retirement planning. Attend's approach emphasizes transparent communication and actionable planning steps tailored to each client's priorities.

Atlanta, Georgia

Carson Wealth is an investment advisory firm in Atlanta, Georgia. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

Atlanta, Georgia

Wealth Enhancement Group is an investment advisory firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Atlanta, Georgia

United Capital Financial Advisors is an investment advisory firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Atlanta, Georgia

Wirehouse

Conscious Wealth is a wirehouse-affiliated firm in Atlanta founded by Brandon Hatton that integrates wealth management with a mindset-based approach to personal finance. The firm offers planning tools and frameworks including investment policy development, tax planning, estate planning, and what it calls an Intersection Report to help clients understand their holdings, alongside a book and educational materials on redefining one's relationship with money.

Atlanta, Georgia

Empowerment Essentials, Inc. is an independent financial services firm in Atlanta with over 22 years of experience serving private companies, families, entrepreneurs, and high-net-worth individuals. The firm offers retirement planning, cashflow planning, asset protection strategies, long-term care planning, estate planning, business continuation planning, and charitable giving strategies, working with a network of CPAs, tax attorneys, and other specialists. The firm also provides specialized ministry benefits retirement planning for clergy and pastors. Located in Atlanta, Georgia and North Charleston, South Carolina, the firm focuses on analyzing clients' current financial positions and developing strategies to address planning gaps and protect assets from various risks.

Atlanta, Georgia

NewEdge Wealth is an investment advisory firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Atlanta, Georgia

Exit Wealth Advisors is an Atlanta-based wealth management firm serving ultra-high-net-worth individuals and families through a membership model. The firm provides investment management encompassing alternative assets, tax strategy services, and insurance solutions, supported by founder expertise in managing affluent clients and partnerships with M&A advisory services. The firm emphasizes personalized financial oversight and legacy planning for its selected members.

Atlanta, Georgia

Wealth Engagement is an Atlanta-based wealth management firm founded in October 2020, managing $105 million in assets under management. The firm, led by Certified Financial Planner Tiffany Kent, provides personalized financial planning that adapts to clients' evolving circumstances, with a stated focus on understanding client goals and creating flexible strategies. The firm works with a custody provider and serves both discretionary and non-discretionary client accounts.

Atlanta, Georgia

Fee-Only Independent RIA

Elwood & Goetz Wealth Advisory Group is an independent, employee-owned RIA operating under a fiduciary standard and fee-only compensation model, with offices in Athens and Atlanta, Georgia, plus satellite locations in Charleston and Naples. The firm provides financial planning and investment management services to over 500 families across 30+ states, employing advisors with credentials including CFP® and CDFA® designations, many of whom previously worked at major institutions like Vanguard, Fidelity, and Goldman Sachs. Founded by Lindsay Elwood and Joe Goetz, the firm builds customized financial plans across all life areas and maintains a 99% client retention rate. The advisory team includes distinguished professors and Ph.D.-holders who conduct ongoing research and continue their professional education.

Augusta, Georgia

Life Strategies Financial Partners in Augusta, Georgia provides financial planning, investment management, and insurance analysis services. The firm serves working professionals, business owners, retirees, federal employees, and individuals navigating major life transitions, including specialized guidance for women and small business owners seeking retirement plan solutions. The firm's process begins with understanding client priorities, then prioritizes and stress-tests objectives, and coordinates with external professionals such as attorneys and accountants on comprehensive matters including estate planning and tax strategy.

Augusta, Georgia

Strategic Financial Management is an investment advisory firm in Augusta, Georgia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Augusta, Georgia

Retirement Solutions of Georgia is an investment advisory firm in Augusta, Georgia. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Augusta, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Augusta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 3 Google reviews.

Augusta, Georgia

Mann Advisory Services is an investment management firm based in Augusta, Georgia that organizes client portfolios around specific financial goals rather than market-timing strategies. The firm emphasizes diversified, evidence-based portfolio construction paired with risk assessment tailored to individual time horizons and circumstances. A principal advisor named Keenan works directly with clients on retirement planning, life insurance placement, and investment strategy explanation. The firm communicates its recommendations in plain language and adjusts strategies as clients' goals and life situations change.

Bainbridge, Georgia

Brannen & Lyle Investment Company is an investment advisory firm in Bainbridge, Georgia. Services include Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Brunswick, Georgia

Golden Isles Financial Advisors is an independent financial advisory firm in Brunswick, Georgia, founded in 2020 by Tom Stark, who brings over 25 years of industry experience. The firm provides retirement planning, investment management, long-term care planning, estate planning, tax strategies, and education planning, approaching each client's situation individually through comprehensive financial analysis. As an independent advisor, the firm evaluates a broad range of products and services to align recommendations with client interests, and works with clients across life stages including those approaching retirement, recent retirees, and individuals navigating major life transitions.

Canton, Georgia

Griffith & Werner is a financial planning firm based in Canton, Georgia that builds individualized portfolios centered on dividend-growth investing. The firm practices active management rather than relying on third-party managers, conducting ongoing portfolio reviews and adjustments to align with client goals. Operating as a fiduciary investment advisor, the firm emphasizes personalized attention and direct engagement throughout its planning process.

Canton, Georgia

J. Lyndon Financial, based in Canton, Georgia, offers financial planning, investment management, and retirement planning services to individuals working toward retirement or managing longer-term financial goals. The firm conducts a structured planning process beginning with a risk assessment and consultation, followed by data gathering and comprehensive plan development, with ongoing portfolio monitoring and annual reviews. The advisor works with clients to construct personalized investment strategies and financial plans aligned with their specific retirement objectives and uses eMoney software to model scenarios and track progress against their goals.

Canton, Georgia

Holcomb Financial is an investment advisory firm in Canton, Georgia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Carrollton, Georgia

Partners Financial Group is an investment advisory firm in Carrollton, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Carrollton, Georgia

Financial Guideposts, based in Carrollton, Georgia, provides retirement planning and Social Security planning services, including Social Security optimization strategies. The firm uses risk assessment tools to help clients evaluate their risk tolerance and offers tax preparation services for individuals and LLCs across real estate, technology, and retail sectors. The firm is led by President John A. White and is listed on the WealthTender professional directory.

Cartersville, Georgia

Melissa Moss, CFP® | Main Street Advisors is an investment advisory firm in Cartersville, Georgia. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Claxton, Georgia

Insurance-Based

Deloach, Odell & Associates is a New York Life insurance agency based in Claxton, Georgia, operating since 1952. The firm serves individuals, families, and businesses across the Southeast, offering insurance and financial planning services through a team that includes principals with credentials such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Team members have achieved recognition through the Million Dollar Round Table and maintain active involvement in their local communities.

Claxton, Georgia

Deloach Odell & Associates, LLC in Claxton, Georgia provides financial planning services with expertise in retirement planning and investment management. The firm is led by Kevin S. Odell, a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) who has worked in financial services since 1985, along with additional financial professionals including T. Charlton Rogers, Todd Allan Bridges, and Scott DeLoach Odell. The team works with individuals, families, and businesses to assess their financial needs and goals, drawing on affiliations with New York Life Insurance Company and Eagle Strategies.

Columbus, Georgia

Momentum Wealth Management in Columbus, Georgia provides financial planning and wealth management services, with a focus on retirement income planning and investment coordination. The firm works with individuals, families, and businesses through a multi-step process that begins with a financial snapshot, moves to goal definition, and culminates in plan implementation across accounts and strategies. The firm also offers guidance to current and former Aflac employees navigating pension plan decisions, including analysis of lump sum versus monthly payment options.

Columbus, Georgia

Hudson Pendleton Financial Group, founded in 1999 by Jeffrey Hudson, provides financial planning services to business owners and entrepreneurs in Columbus, Georgia. The firm specializes in working with family-owned businesses on succession planning, executive compensation strategies, retirement planning, and tax organization. Hudson holds a bachelor's degree in business from Mississippi State University and is a member of NAIFA.

Columbus, Georgia

Servant Path Wealth Partners is a Columbus, Georgia–based financial advisory firm founded by Joseph A. Young, CFP® and Ryne Stokes, CFP®, operating as an employee advisor channel within LPL Financial. The firm provides comprehensive financial planning and advisory services including investment management, retirement planning, estate and legacy planning, business succession planning, insurance planning, education planning, and charitable giving strategies, organized around its proprietary Pathway Planning Process℠. As CFP® professionals, the principals operate under a fiduciary standard of care and emphasize personalized planning that addresses clients' full financial situations, values, and long-term goals.

Columbus, Georgia

Momentum Wealth Management in Columbus, Georgia offers investment management and wealth management services, serving individuals, families, and businesses. The firm guides clients through a retirement planning process that starts with a financial snapshot, moves to goal-setting around retirement aspirations, and includes coordinated planning across investments, Social Security, and tax strategies. The firm also provides financial planning services and specializes in advising Aflac employees on pension plan options, including lump-sum versus monthly payment decisions.

Columbus, Georgia

Insurance-Based

Kermit Griner, Financial Advisor - Griner-Isom Financial Strategies is an insurance-based firm in Columbus, Georgia. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Columbus, Georgia

Blue Trust is a wealth management and investment advisory firm operating from Columbus, Georgia with 18 offices nationwide. The firm serves clients seeking integrated financial planning services grounded in principles of faith-based stewardship and family legacy planning. Blue Trust provides investment management and comprehensive wealth management services designed to address financial decisions across multiple life stages.

Cordele, Georgia

Independent RIA

Inspired Wealth Planning, based in Cordele, Georgia, is an independent registered investment adviser offering financial planning and investment management services. The firm operates as a member of Kestra Private Wealth Services, LLC, with securities offerings made through Kestra Investment Services (FINRA/SIPC member). The firm has been recognized on the Forbes Best-in-State Wealth Advisors list in 2022, 2023, and 2025.

Cumming, Georgia

Fee-Only

Financial Consultants Group, located in Cumming, Georgia, has provided fiduciary, fee-only financial planning and investment management services since 1996. The firm's team includes multiple CFP® professionals—David Fountain, Sandee Fricks, Carolyn Flournoy, and Joey Hampton—along with support staff, offering personalized financial planning that addresses savings, investments, taxes, and retirement. The firm follows a three-phase approach: initial assessment of a client's financial situation and goals, creation of a customized strategy, and ongoing implementation with continuous monitoring and adjustments.

Cumming, Georgia

Echols Financial Services specializes in retirement planning and tax strategy for individuals over age 50, with a particular focus on coordinating tax planning across the client's overall financial picture rather than annual tax return preparation alone. The firm offers investment management, retirement income planning, Social Security timing optimization, and insurance review through a six-step assessment and planning process that begins with a complimentary initial consultation. Based in Cumming, Georgia, the firm has operated for over 20 years and emphasizes forward-looking tax reduction strategies alongside portfolio analysis and retirement readiness evaluation.

Dallas, Georgia

Main Street Advisors, based in Dallas, Georgia, offers financial planning services delivered by a team that includes Harry Arrowood, a CFP®, and Financial Consultant Vernon Collett. The firm employs a collaborative planning process that incorporates risk assessment to align investment recommendations with clients' risk tolerance and personal objectives, and develops individualized financial plans rather than standardized approaches.

Dalton, Georgia

Raymond James & Associates is an investment advisory firm in Dalton, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Duluth, Georgia

C.W. O'Conner Wealth Advisors Inc. is an investment advisory firm in Duluth, Georgia. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Small Business. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fayetteville, Georgia

Raymond James & Associates is an investment advisory firm in Fayetteville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gainesville, Georgia

Life Concepts, Inc., based in Gainesville, Georgia, offers retirement planning services with a focus on federal employee retirement strategies. Led by Mack Hales with 40 years of experience, the firm provides portfolio management, Social Security optimization, risk management, and life insurance services through a three-step process of assessment, strategizing, and implementation. The firm collaborates with clients' tax professionals and emphasizes personalized planning to address individual retirement goals and risk tolerance.

Gainesville, Georgia

Wirehouse

Edward Jones - Financial Advisor: Dillon Hemphill is a wirehouse firm in Gainesville, Georgia. Services include Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Gainesville, Georgia

Turner Johnson Group is an investment advisory firm in Gainesville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gainesville, Georgia

Prosperity Wealth Advisors is a Gainesville, Georgia-based firm offering financial planning, investment management, wealth management, estate planning, retirement strategies, and tax management services. The firm holds Accredited Investment Fiduciary status and reports over 40 years of combined team expertise. Services also include annuities, life insurance, long-term care planning, IRA/401(k) rollovers, and 529 college savings plans, with a stated approach of developing customized financial programs through a step-by-step process.

Gainesville, Georgia

JT Stratford is a wealth management firm established in 1995 and based in Gainesville, Georgia, offering financial planning and tax planning services. The firm's approach involves assessing client circumstances, developing strategies aligned with individual objectives and risk tolerance, and periodically reviewing plans as life and market conditions change. The firm emphasizes ethical conduct and transparent client service as core to its operations.

Gainesville, Georgia

Steward Partners is an employee-owned, SEC-registered independent registered investment adviser founded in 2013 that provides financial planning, investment management, and wealth planning services to families, institutions, and multigenerational investors across multiple office locations. The firm manages assets in the billions and is led by multiple partners; it has been consistently ranked among the top 100 RIA firms by Barron's in recent years and recognized by USA Today as a best advisory firm. Steward Partners operates on an independent partnership model and serves a curated client base with an emphasis on personalized service.

Gainesville, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Gainesville, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

Greensboro, Georgia

Independent RIA

Susan L. Powers is a Registered Investment Advisor and fiduciary operating in Greensboro, Georgia, serving individuals, families, and business owners. She holds the CFA, CFP®, and CPFA credentials and brings over 20 years of experience, including prior leadership roles at Fidelity managing large-scale retirement consulting practices. Her firm, AssetGrade, constructs diversified portfolios using mutual funds and ETFs selected across multiple criteria, emphasizes tax-efficient strategies for professionals and business owners, and employs a goal-based investment approach combined with regular rebalancing. The firm operates on a fee-only, fiduciary basis with no commissions or proprietary products.

Griffin, Georgia

Independent RIA

Inspired Wealth Planning is an independent registered investment adviser operating in Griffin, Georgia, affiliated with Kestra Private Wealth Services and offering financial planning services. The firm has received Forbes Best-In-State Wealth Advisors recognition in 2025, 2023, and 2022. Investment advisory services are provided through Kestra Private Wealth Services, while securities are offered through Kestra Investment Services, a FINRA and SIPC member.

Hinesville, Georgia

Matt Cardella - Raymond James is an investment advisory firm in Hinesville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Hoschton, Georgia

Fordham Financial Services is an investment advisory firm in Hoschton, Georgia. The office has a wheelchair-accessible entrance. The office is open five days a week.

LaFayette, Georgia

Bennett Financial is an insurance brokerage and financial services firm founded in 2021 and headquartered in Chattanooga, Tennessee, offering insurance analysis, retirement planning, and investment services. The firm employs a team of insurance brokers with over 10 years of combined experience and serves more than 1,000 clients through partnerships with more than 20 companies and a network of 60+ specialized brokers nationwide. Bennett Financial structures its approach around individual client circumstances, analyzing insurance needs alongside retirement and investment planning to address clients' stated financial objectives.

LaGrange, Georgia

Independent RIA

Inspired Wealth Planning is an independent registered investment advisor based in LaGrange, Georgia, operating as a member firm of Kestra Private Wealth Services. The firm offers investment advisory services and securities through its affiliation with Kestra entities that are registered with FINRA and SIPC. The firm has been recognized by Forbes as a Best-In-State Wealth Advisor in multiple years (2022, 2023, and 2025).

Lithia Springs, Georgia

Edward Financial Group, located in Lithia Springs, Georgia, provides retirement planning, estate planning, and insurance analysis services primarily to pre-retirees and retirees. The firm develops written retirement income plans and legacy strategies, with a focus on identifying lifetime income sources and conducting portfolio risk assessments to help clients understand their total fee exposure. The firm analyzes individual financial goals and constraints rather than applying standardized approaches.

Macon, Georgia

Point North Financial is an investment advisory firm in Macon, Georgia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Macon, Georgia

Wealth Enhancement Group is an investment advisory firm in Macon, Georgia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Macon, Georgia

MidSouth Financial Consultants is a family-owned firm in Macon and Warner Robins, Georgia offering investment management, financial planning, retirement planning, and wealth management services. Led by founder Mark Trawick, who has served as a financial advisor to MidSouth Community Federal Credit Union for over 20 years, the firm emphasizes education and client choice, with expertise in tax diversification, portfolio allocation, pension planning, and business planning. The team includes Financial Advisor Christopher Trawick and Insurance Agent Pamela Dombrovski, and the firm coordinates with local attorneys and CPAs to support clients' comprehensive financial strategies.

Macon, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Macon, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.

Macon, Georgia

Insurance-Based

Jeff Wilhelm - Financial Advisor Northwestern Mutual Wealth Management Company is an insurance-based firm in Macon, Georgia. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Macon, Georgia

Security First Asset Management is a financial planning firm in Macon, Georgia that serves individuals and families with retirement planning, investment planning, and Social Security optimization. The firm's approach emphasizes education and transparency, guiding clients through income planning, estate planning strategies, pension review, and Roth conversion analysis to support informed retirement decisions. Services include evaluating portfolio risk, analyzing Social Security claiming strategies, and addressing long-term financial planning across retirement, investment, and legacy components.

Macon, Georgia

SELF Wealth is an independent financial advisory firm in Macon, Georgia, offering financial planning and retirement planning services. The firm works with clients through a five-step process—discovery, review, exploration, action, and monitoring—to develop personalized strategies based on individual circumstances and risk profiles. As an independent advisor, the firm states it prioritizes client interests and aims to address financial challenges proactively.

Macon, Georgia

Steward Partners is an employee-owned, SEC-registered investment advisory firm founded in 2013 that provides financial planning, investment management, and wealth planning services to family, institutional, and multigenerational clients across multiple offices. The firm operates as an independent RIA and has grown to over $15 billion in assets under management, serving a select client base with a focus on personalized service and comprehensive financial solutions.

Macon, Georgia

Wilson Wealth Stewardship is an independent financial services firm based in Macon, Georgia, founded by D. Mark Wilson (RICP®, CKA®) to help individuals and families plan for retirement using a mix of investment and insurance products aligned with their specific circumstances. The firm operates with a philosophy rooted in biblical financial principles and serves clients primarily in Georgia and Florida. The team includes financial advisors Adam Wilson (RICP®) and founder Mark Wilson, along with administrative and client service staff. The firm is securities and insurance licensed in multiple states.

Marietta, Georgia

Merit Financial Advisors is an investment advisory firm in Marietta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 36 Google reviews.

Martinez, Georgia

Kingsview Partners: Charles Butler is an investment advisory firm in Martinez, Georgia. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Martinez, Georgia

GraniteArch Wealth Management is an investment advisory firm in Martinez, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Monroe, Georgia

Bradford & Rieger Wealth Advisors is a financial planning firm based in Monroe, Georgia that works with investors across different backgrounds and life stages. The firm emphasizes a collaborative approach centered on understanding each client's circumstances, priorities, and risk tolerance before developing personalized financial strategies. They offer complimentary initial consultations and operate through a structured process of discovery, planning, and ongoing adjustment as circumstances evolve.

Moultrie, Georgia

Independent RIA

Inspired Wealth Planning - Moultrie is an independent ria firm in Moultrie, Georgia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Newnan, Georgia

CAPTRUST is an investment advisory firm in Newnan, Georgia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open three days a week.

Newnan, Georgia

Brett Moore Wealth Management Group, based in Newnan, Georgia, provides financial planning, investment management, and insurance analysis services. The firm operates on a fiduciary basis as an independent advisor with no minimum account requirement, and offers strategies designed around individual goals rather than standardized models. The firm emphasizes a multi-generational approach to wealth organization that extends beyond investment management to address broader financial matters.

Peachtree City, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Peachtree City, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Peachtree City, Georgia

Cast Ahead Wealth Management is an investment advisory firm in Peachtree City, Georgia. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Peachtree City, Georgia

Wealthstead Financial Advisors is a fee-based advisory firm in Peachtree City, Georgia, offering investment management and retirement planning services. The team includes multiple CFP® professionals and specialists across investment coordination, trust planning, employer benefits, and risk management, with over 100 years of collective experience. Operating as fiduciaries, the firm charges through hourly rates, flat fees, or assets under management, and emphasizes a collaborative, team-based approach to developing customized financial strategies for its clients.

Peachtree City, Georgia

Affinity Planning Partners is a financial planning and investment management firm based in Peachtree City, Georgia, founded and owned by Teresa M. Fitzgerald, a Wealth Management Certified Professional. The firm's team includes Charles Lewandowski, a CFP® and Tax Planning Certified Professional with an MBA, alongside Fitzgerald who holds the WMCP® credential. The firm emphasizes personalized client relationships and offers financial planning services supported by a self-service library of calculators and resources.

Perry, Georgia

Canton Wealth Partners offers financial planning and investment management services to individuals and businesses from offices in Perry and Roswell, Georgia. The firm employs a personalized approach that addresses clients' distinct financial goals and circumstances, with a team drawing on more than 50 years of combined industry experience. They emphasize proactive strategy development and ongoing client attention throughout the planning and implementation process.

Perry, Georgia

Independent RIA

Inspired Wealth Planning is an independent registered investment advisor in Perry, Georgia that offers financial planning services through its affiliation with Kestra Private Wealth Services. The firm has been recognized as a Forbes Best-In-State Wealth Advisor in 2022, 2023, and 2025. Securities and advisory services are provided in compliance with FINRA and SEC regulations.

Riceboro, Georgia

Fasttaxcity INC is an investment advisory firm in Riceboro, Georgia. Services include Tax Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office is open seven days a week, including weekends.

Richmond Hill, Georgia

Bloom Wealth Strategies is an investment advisory firm in Richmond Hill, Georgia. The office has a wheelchair-accessible entrance. The office is open daily.

Rome, Georgia

Newby-Stahl Wealth Management is an investment advisory firm in Rome, Georgia. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Savannah, Georgia

Babin & Associates Financial Advisors, based in Savannah, Georgia, specializes in retirement planning with a focus on strategies centered on capital protection and lifetime income options. The firm organizes complimentary educational seminars and webinars to help clients understand retirement income strategies, operating under three core principles: safety first, reasonable rates of return, and simplicity. The firm works with retirees to establish a retirement foundation and offers financial products designed to provide accumulation, growth, and principal protection.

Savannah, Georgia

Ables, Iannone, Moore & Associates, Inc. is a fee-only, independent registered investment advisor based in Savannah, Georgia, established in 2003. The firm serves individual and institutional clients across 27 states and 2 foreign countries, offering investment management and customized portfolio strategies built around client-specific objectives and risk tolerance. Led by President and CEO Jeff Iannone (Series 65 licensed, with over 30 years in financial services) and Vice President David Haverstick (Series 66 licensed), the firm operates on a fiduciary basis and employs a research-driven approach to asset management.

St Simons Island, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St Simons Island, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

St Simons Island, Georgia

Harvard Wealth Management is a fiduciary financial advisory firm in St. Simons Island, Georgia, founded by Jake Harvard, a CPA and CFP®. The firm provides integrated financial planning, investment management, tax strategy, retirement planning, and estate planning, with a particular focus on coordinating tax and wealth strategies as a single discipline. The firm operates on a fee-only basis with transparent AUM fees that include comprehensive planning, serves business owners and individuals within 10 years of retirement or already retired, and maintains independence from banks, brokerages, and insurance companies to avoid conflicts of interest.

St Simons Island, Georgia

McKenzie Wealth is an investment advisory firm in St Simons Island, Georgia. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

St Simons Island, Georgia

Raymond James & Associates is an investment advisory firm in St Simons Island, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

St Simons Island, Georgia

Jacobs, Coolidge & Company, LLC is a financial advisory firm based in St Simons Island, Georgia, operating since 1962. The firm provides financial planning, investment management, and insurance analysis, with particular expertise in insurance planning. Their stated approach, called the RICH® Planning Experience, emphasizes a holistic strategy aligned with client goals, supported by annual reviews to monitor progress. The team offers financial planning, investment strategy, and insurance solutions to clients across various life stages and financial situations.

St Simons Island, Georgia

Halverson Financial, based in St Simons Island, Georgia, provides financial planning, investment management, tax strategy, retirement planning, and estate planning services. Founder Hunter Halverson brings institutional real estate investment experience from his prior work analyzing acquisitions for hedge funds, which informs the firm's approach to wealth management and asset protection. The practice serves local families and business owners, with an emphasis on integrating investment strategies with real asset valuation and structured planning to align with clients' financial goals and risk tolerance.

St Simons Island, Georgia

Norris Financial & Insurance Group, LLC is a financial advisory firm based in St Simons Island, Georgia that serves investors at various stages of their financial lives. The firm uses a three-step approach encompassing financial assessment, customized planning based on individual goals and risk tolerance, and ongoing monitoring and adjustments. The firm emphasizes working with clients across diverse backgrounds and maintaining long-term relationships through proactive strategy development and periodic portfolio review.

Statesboro, Georgia

Sound View Wealth Advisors is a fiduciary-based wealth management firm in Statesboro, Georgia, providing financial planning, investment management, and family office services to clients of varying wealth levels. The firm integrates tax planning, administrative management, philanthropic planning, and generational wealth education with a collaborative approach that engages clients' other professional advisors. Led by principals including Emerson Ham III (CIMA, CFP, CPWA) and Eddie Ambrose, the firm employs an open-platform investment model and conducts ongoing portfolio monitoring and rebalancing aligned with client objectives and life changes.

Summerville, Georgia

Coppertree Financial Planning is an investment advisory firm in Summerville, Georgia. Services include Financial Planning. The office is open five days a week.

Suwanee, Georgia

Cornerstone Financial Team is an investment advisory firm in Suwanee, Georgia. Services include Financial Planning, Investment Management, and Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.

Thomasville, Georgia

von Hellens & Partners is a financial advisory firm based in Thomasville, Georgia, serving business owners, professionals, executives, and retirees. The firm employs a Three P's framework—Philosophy, Planning, and Process—to integrate risk management, debt management, and estate planning into comprehensive financial strategies. They use the FROM model as an operational guide and emphasize personalized planning supported by financial planning tools, with a stated focus on trust, integrity, and adapting to clients' evolving needs.

Tifton, Georgia

Selph Financial Group is a fee-based financial planning firm in Tifton, Georgia, operating under fiduciary principles. Founded and led by Brandon S. Selph, a Senior Financial Advisor with over 15 years of industry experience, the firm provides personalized planning services for retirement, wealth building, and risk management. The firm emphasizes understanding each client's individual circumstances and long-term objectives through a holistic planning approach.

Tifton, Georgia

Selph Financial Group, led by Principal and Founder Brandon S. Selph, offers financial planning and investment management with a focus on retirement planning in Tifton, Georgia. With over 15 years in the financial services industry, Selph takes a holistic approach to understand clients' personal goals and circumstances before developing financial advice. The firm emphasizes long-term client relationships and personalized guidance through major life transitions.

Tucker, Georgia

Tim Martin Wealth Strategies, based in Tucker, Georgia, provides financial planning services through a relationship-focused approach. The firm's owner, Tim Martin, holds a finance degree from Emory University and has over 20 years of experience in financial services; he is pursuing CFP® certification and holds multiple FINRA securities licenses (Series 7, 6, 24, 63, 66) and state insurance licenses. The firm emphasizes personalized planning that addresses clients' goals, values, and concerns through direct consultation rather than impersonal channels.

Valdosta, Georgia

Legacy Partners is a financial advisory firm in Valdosta, Georgia that provides financial planning, investment management, and estate planning services to families and businesses. The firm offers retirement planning, investment planning tailored to different objectives, estate planning to protect assets across generations, and year-round tax planning strategies. Their stated approach centers on understanding clients' values and vision while creating personalized plans aligned with individual financial goals.

Valdosta, Georgia

Bush Wealth Management serves individuals and families with at least $500,000 in investable assets from the Valdosta area, with particular experience serving retirees from local employers. The firm offers financial planning, investment management, and retirement planning using a fee-based model and employs credentialed professionals to address asset allocation, risk management, and estate strategies. Bush Wealth Management focuses on personalized planning aligned to each client's specific goals rather than standardized approaches.

Valdosta, Georgia

Bush Wealth Management serves individuals and families with at least $500,000 in investable assets from the Valdosta area, with particular experience serving retirees from local employers. The firm offers financial planning, investment management, and retirement planning using a fee-based model and employs credentialed professionals to address asset allocation, risk management, and estate strategies. Bush Wealth Management focuses on personalized planning aligned to each client's specific goals rather than standardized approaches.

Valdosta, Georgia

Raymond Hartford, Financial Advisor & Planner is an investment advisory firm in Valdosta, Georgia. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Valdosta, Georgia

Financial Identity Advisors provides financial planning services from offices across five regions, including Valdosta, Georgia. The firm has a team of financial advisors with more than 100 years of combined experience and has created over 300 financial plans for clients.

Valdosta, Georgia

Legacy Partners is a financial advisory firm in Valdosta, Georgia that provides financial planning, investment management, and estate planning services to families and businesses. The firm offers retirement planning, investment planning tailored to different objectives, estate planning to protect assets across generations, and year-round tax planning strategies. Their stated approach centers on understanding clients' values and vision while creating personalized plans aligned with individual financial goals.

Valdosta, Georgia

Parkstone Financial is a Valdosta-based firm offering financial planning and investment management services, with particular focus on serving business owners and executives. The firm uses a customized approach, beginning with client listening sessions to understand goals, risk tolerance, and circumstances before implementing strategies combining investments, insurance, and other offerings. Operating since 2023, Parkstone Financial is supported by Cambridge Investment Research as its broker-dealer, providing access to mutual funds, stocks, bonds, and insurance products.

Valdosta, Georgia

Financial Identity Advisors provides financial planning services from offices across five regions, including Valdosta, Georgia. The firm has a team of financial advisors with more than 100 years of combined experience and has created over 300 financial plans for clients.

Watkinsville, Georgia

Moore's Wealth Management is an investment advisory firm in Watkinsville, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Watkinsville, Georgia

The Avenue Wealth Management Mars Hill is an investment advisory firm in Watkinsville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Woodstock, Georgia

Wallace Financial Group is a family-owned firm based in Woodstock, Georgia, operating since 2000. The firm offers investment management, retirement planning, and insurance analysis, with a stated focus on retirement planning services. The advisors emphasize transparency and education in their approach to financial planning and investment guidance.

Woodstock, Georgia

Goodwin Investment Advisory, based in Woodstock, Georgia, provides financial planning, investment management, and retirement planning services with particular expertise in retirement strategy. The firm works with diverse client situations, including traditional and blended families, LGBTQ+ households, and those navigating life transitions such as inheritance, divorce, or job changes. Operating since 2004, the firm's advisors hold CFP credentials and conduct consultations focused on understanding clients' financial goals and circumstances before recommending next steps.