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Financial Advisors - Marietta, Georgia | Compare Top Local Advisors

Bey Douglas, Financial Advisor from Marietta, Georgia

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...

Larry Martin, Financial Advisor from Marietta, Georgia

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 ...

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

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 Marietta, Georgia

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 Marietta, Georgia

Meridian Investment Partners is a privately-held, registered investment advisory and wealth management firm that specializes in portfolio management, retirement planning and taxes for individuals and families. Whether your objective is growth, income or capital preservation, we'll develop a strategic investment plan that will make you feel confiden...

Ken Whitley,  Financial Advisor WMS, Financial Advisor from Marietta, Georgia

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 ...

Chris Cosenza CFP® , Financial Advisor from Marietta, Georgia

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 ...

Lee Frush, Financial Advisor from Marietta, Georgia

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...

Thure Gustafson, Financial Advisor from Marietta, Georgia

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

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...

Barry Phillips, Financial Advisor from Marietta, Georgia

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 ...

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

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...

Bob Freeman, Financial Advisor from Marietta, Georgia

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

George, Velez Daniels, Financial Advisor from Marietta, Georgia

Christian Koch, Financial Advisor from Marietta, Georgia

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 ...

Catherine Turner, CFP®, ChFC, CFS, Financial Advisor from Marietta, Georgia

What is prompting you to seek financial advice? Have you felt like a boat in the middle of the ocean facing the swells all alone? "Retirement" has taken a new form. What does it look like for you? Wha...

Phil Calandra, Financial Advisor from Marietta, Georgia

We exist to build extraordinary relationships, deliver world class client service and create solid financial plans that will allow our clients to preserve their lifestyle and live the retirement they ...

Junko  Horvath, Financial Advisor from Marietta, Georgia

Junko Horvath, Fujiyama Advisors CEO Junko Horvath is a seasoned investment advisor representative with over 15 years experience helping institutional and high net worth individual investors establis...

Shaun Harner, Financial Advisor from Marietta, Georgia

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: ...

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