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Find Top Financial Advisors in Cartersville, Georgia

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Cartersville, Georgia, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Cartersville, Georgia

Cartersville has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Cartersville, Georgia have an average of 30 years of experience.

NOTE: The list of vetted financial advisors in Cartersville, Georgia mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Cartersville, Georgia.

Qualified Financial Advisors in Cartersville, Georgia

VETTED
Financial Advisor
Jim FunkCFP®Farther Finance4950 Highland Oaks Run SEMableton, GA 30126
Experience25 Years
AUMNot Specified
Minimum Assets$0
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC200 Galleria Drive SEAtlanta, GA 30339
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Savant Wealth Management400 Northridge RoadAtlanta, GA 30350
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Cartersville, Georgia

Jim Funk
VETTED
Jim FunkCFP®
Farther Finance
About Jim Funk
With over 25 years of industry experience, Jim is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for affluent individuals, families, business owners, and retirees. As a CERTIFIED FINANCIAL PLANNER(tm), Jim takes a comprehensive approach when developing custom solutions for clients, utilizing both traditional and alternative asset classes, to create intelligent solutions that enable his clients to achieve their short and long-term financial goals.
About Farther Finance
Farther is a new kind of financial institution, combining experienced, expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Farther's Intelligent Wealth platform delivers tax-intelligent solutions, rarefied investment opportunities, and technology-enhanced advice - benefits designed to compound over time to unlock greater wealth. Farther was ranked #1 in financial services on the 2025 Inc. 5000 list of the fastest-growing private companies in America.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 4140260Firm CRD# 302050Series 7, 63, 65
Compensation/Fee
Fee-Only, Flat Fee
Office Location
4950 Highland Oaks Run SE,Mableton,GA 30126
Phone Number
404-695-8890
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Location
200 Galleria Drive SE,Suite 1805,Atlanta,GA 30339
Phone Number
877-208-7414
Savant Wealth Management
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 107271
Compensation/Fee
Fee-Only, Based on Assets
Office Location
400 Northridge Road,Atlanta,GA 30350
Phone Number
404-237-8881

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