Fiduciary advisors in Macon, GA

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

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

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

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

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

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

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

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

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.