Fiduciary advisors in Canton, GA

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

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.

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.