Fiduciary advisors in Columbus, GA

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.

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

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

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

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

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.