Fiduciary advisors in Atlanta, GA

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

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

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

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.

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

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

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

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

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

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

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

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

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

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.