Financial Advisors in or around Atlanta, Georgia

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Georgia >   Atlanta 

Premium Financial Advisors Listing

Thure Gustafson, Financial Advisor from Atlanta, Georgia

Thure Gustafson

Distance: 1 miles

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Chris Cosenza CFP® , Financial Advisor from Atlanta, Georgia

Chris Cosenza CFP®

Distance: 2 miles

Superior client service and communication is at the core of Brookhaven Wealth Management. The firm offers primarily fee based financial planning and investment management, as well as insurance planning and products for its clients. The mission at Brookhaven Wealth Management is to provide our clients with strategies and solutions that may address ...

Kevin Woods, CFP®, Financial Advisor from Atlanta, Georgia

Kevin Woods, CFP®

Distance: 4 miles

At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning.We are unlike large wire house firms that can’t...

Alan McKnight , Financial Advisor from Atlanta, Georgia

Alan McKnight

Distance: 4 miles

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in north Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full-time money management and comprehensive financial planning services to individuals and families. We have designed our services to grow, protect, and conserve clients'...

Matthew Fassnacht, Financial Advisor from Atlanta, Georgia

Matthew Fassnacht

Distance: 4 miles

We can sum up our mission with a few words: We want to grow your assets. We are fiduciaries who put your interests ahead of our own in everything we do. We are an experienced, professional team of financial advisers who maintain the highest standards of integrity in the financial industry. We want to know every detail of your financial situation ...

Ken Whitley, WMS, Financial Advisor from Atlanta, Georgia

Ken Whitley, WMS

Distance: 4 miles

Ken was attracted to building a practice in investment and financial planning because he felt it would give him an opportunity to have a positive impact on people's lives. Ken has over 10 years of benefits and investment experience. Since joining Raymond James & Associates in 2004, he has achieved “Rising Star" status in both 2006, 2007, and 2008 ...

Lee Frush, Financial Advisor from Atlanta, Georgia

Lee Frush

Distance: 5 miles

Cornerstone Financial Management LLC. has been providing objective financial planning advice and asset management to its clients since 1991. Lee Frush has been in the financial services business since 1987, in the management of financial planning firms, wholesaling investments and as an insurance specialist and trainer. He has experience in most ev...

Bey Douglas, Financial Advisor from Atlanta, Georgia

Bey Douglas

Distance: 6 miles

Established in 1990, Bey-Douglas is a locally owned and operated Investment Advisory firm located in Marietta GA. Our team members, George Beylouni, Martin Lysaght, Adam Hill, and Ned Moore have over 100 years of financial industry experience. George founded the firm and has served 22 years as the firm’s senior portfolio manager. Martin has 10 y...

Kevin Garrett, AWMA, CFS, Financial Advisor from Atlanta, Georgia

Kevin Garrett, AWMA, CFS

Distance: 8 miles

As an accomplished Financial Advisor with extensive experience also managing both corporate and small businesses, Kevin provides important perspective and counsel to busy executives and entrepreneurs who have significant levels of wealth and complexity in their life. Kevin partners with families to uncover their personal objectives, to manage...

Larry Martin, Financial Advisor from Atlanta, Georgia

Larry Martin

Distance: 14 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Gary R.  Neigeborn, Financial Advisor from Atlanta, Georgia

Gary R. Neigeborn

Distance: 15 miles

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide refl...

Mike Kennedy, Financial Advisor from Atlanta, Georgia

Mike Kennedy

Distance: 15 miles

To contact this advisor or to receive more information, please call the phone number or visit the website listed above....

Andy Gentile, CFP®, CLU, ChFC, CLTC, Financial Advisor from Atlanta, Georgia

Andy Gentile, CFP®, CLU, ChFC, CLTC

Distance: 18 miles

At Ascend Wealth Management we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client.Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams- for tomorrow, and well into...

Sam Evans MBA, CFA, Financial Advisor from Atlanta, Georgia

Sam Evans MBA, CFA

Distance: 18 miles

You are the focus of the business and this is reflected in its structure. Evans Wealth Management is a Registered Investment Advisor (RIA) and as such the firm and its advisors are held to a fiduciary standard in relationships with clients. We operate as an independent, fee-only financial advisory firm specializing in investment management and fina...

Barry Phillips, Financial Advisor from Atlanta, Georgia

Barry Phillips

Distance: 20 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Bob Freeman, Financial Advisor from Atlanta, Georgia

Bob Freeman

Distance: 25 miles

We are a fee based management firm that allows you to work with us to help structure a financial plan in reaching your goals....

Other Financial Advisors Listing

Shaun Harner, Financial Advisor from Atlanta, Georgia

Shaun Harner

Waddell and Reed

For more than seven decades, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our philosophy is clear and simple: ...

Richard, W Courts, Financial Advisor from Atlanta, Georgia

Richard, W Courts

Pointer Capital, Llc

Christian Koch, Financial Advisor from Atlanta, Georgia

Christian Koch

KAM South

Christian Koch, CFP® Christian G. Koch, President and sole owner of KAM South, is a long-time investment manager and recognized equity research industry leader. Koch is a Certified Financial Planner ...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only