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Find Top Financial Advisors in Alpharetta, Georgia

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alpharetta, Georgia. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Alpharetta

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Alpharetta, Georgia
Financial Advisor Office Location Phone Number
Andrew Band
Edelman Financial Engines, LLC
3460 Preston Ridge Rd,
Alpharetta, GA  30005
(678) 691-8500
Sam Evans MBA, CFA
Evans Wealth Management
6340 Sugarloaf Parkway,
Duluth, GA  30097
(770) 828-8303
Kevin Garrett, AWMA, CFS
Integrated Financial Group
200 Ashford Center North,
Atlanta, GA  30338
(770) 353-6311
Widmark Cano
Edelman Financial Engines, LLC
3355 Lenox Rd, Suite 950,
Atlanta, GA  30326
(404) 814-5267
Personal Capital
Personal Capital Advisors Corporation
3340 Peachtree Road NE,
Atlanta, GA  30303
(650) 556-1310

Information on Qualified Financial Advisors in Alpharetta

Qualifications CRD# 4486908
FirmCRD# 104510
Series 7, 9, 10, 26, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3460 Preston Ridge Rd,
Suite 500,
Alpharetta,
GA 
30005
Phone Number (678) 6918500

Joined Edelman Financial Engines in 2020. Began his career in the financial services industry in 2002. Successfully completed the Series 7, 9, 10, 24, and 66 examination(s) administered by FINRA. Earned the Accredited Asset Management SpecialistSM (AAMS®) designation(s) and CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Social Studies with minor in Political Science from Colorado State University. Married to Erin. They have two children: Cameron and Chloe. Andrew enjoys playing tennis, participating in motorcross with his son, skiing, DIY projects, and cheering his kids on in their extracurricular activities.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5715560
FirmCRD# 151640

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA 
30097
Phone Number (770) 8288303

After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach—one that allows advisors to serve clients rather than corporate interests. In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition. Sam knew he wouldn’t be able to place a client’s interests above the corporation’s at a large firm. At Evans Wealth Management, he’s found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves. Looking for an experienced, trustworthy financial advisor that works in your family’s best interest, without exception? Get in touch with Evans Wealth Management today.

About Evans Wealth Management

Driven solely by client goals, Evans Wealth Management keeps you on track toward your success? no hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows that the answers to these questions don't lie in high-cost products with overly optimistic growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your finances as the tool they're intended to be: for happiness, success, peace of mind, and a confident future. You Point, We'll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your story, aspirations, and preferences, we identify opportunities you may not see for yourself, agree on a way forward, and keep you on track, making changes when necessary along the way. Acting in your family's best interests, we empower you to pursue your short- and long-term financial goals on your own terms. We're not just another financial advisory firm. We're a new breed'one whose service will never leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and experience the Evans difference for yourself.



Qualifications CRD# 5215443
Series 7, 31, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 200 Ashford Center North,
Suite 400,
Atlanta,
GA 
30338
Phone Number (770) 3536311

After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest. I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor. On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.

About Integrated Financial Group

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals. Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.



Qualifications CRD# 2430270
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 3355 Lenox Rd, Suite 950,
Atlanta,
GA 
30326
Phone Number (404) 8145267

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1994. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Hospitality Management from Florida International University. Married to Jenny. They have three children: Rafael, Cheyenne, and Kendal. Widmark enjoys movies, exercising, concerts, and traveling.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA 
30303
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.



List of Additional Financial Advisors in or around Alpharetta, Georgia
Financial Advisor Office Location Phone Number
Mark J. Orr, CFP
MORR Capital Mgmt. Inc.
2050 Marconi Drive,
Alpharetta, GA  30005
(770) 777-8309
Andrew Band
Edelman Financial Engines, LLC
1960 Satellite Boulevard Suite 3500,
Duluth, GA  30097
(678) 714-4900
Mark Sinderson, CFP®
Financial Clarity Partners, LLC
Mailing: 5600 Spalding Dr.,
Norcross, GA  30092
(678) 626-7526
Michael Stark
American Financial Advisors, LLC
2551 Roswell Road,
Marietta, GA  30062
(770) 977-2434
Ford Stokes MBA
Active Wealth Managementt
6 Concourse Pkwy,
Atlanta, GA  30328
(770) 685-1777
Bruce Alden
Edelman Financial Engines, LLC
3051 Akers Mill Rd,
Atlanta, GA  30339
(770) 419-8989
Erwin Matthews MBA
One Source Advisory Services
260 Peachtree Street,
Atlanta, GA  30303
(404) 230-8451

Information on Additional Financial Advisors in or around Alpharetta, Georgia

Mark J. Orr, CFP

MORR Capital Mgmt. Inc.

Qualifications CRD# 3061367
FirmCRD# 135763
Series 65

Tel: (770) 7778309
2050 Marconi Drive,
Suite #300,
Alpharetta,
GA 
30005


Andrew Band

Edelman Financial Engines, LLC

Qualifications CRD# 4486908
FirmCRD# 104510
Series 7, 9, 10, 24, 66

Tel: (678) 7144900
1960 Satellite Boulevard Suite 3500,
Suite 1735,
Duluth,
GA 
30097


Mark Sinderson, CFP®

Financial Clarity Partners, LLC

Qualifications CRD# 4499818
FirmCRD# 178528
Series 7, 66

Tel: (678) 6267526
Mailing: 5600 Spalding Dr.,
Unit #922594,
Norcross,
GA 
30092


Michael Stark

American Financial Advisors, LLC

Qualifications CRD# 2918605
FirmCRD# 115824

Tel: (770) 9772434
2551 Roswell Road,
Suite 310,
Marietta,
GA 
30062


Ford Stokes MBA

Active Wealth Managementt

Qualifications CRD# 6449693
Series 65

Tel: (770) 6851777
6 Concourse Pkwy,
Suite 2910,
Atlanta,
GA 
30328


Bruce Alden

Edelman Financial Engines, LLC

Qualifications CRD# 1728886
FirmCRD# 104510
Series 3, 6, 7, 63, 66

Tel: (770) 4198989
3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA 
30339


Erwin Matthews MBA

One Source Advisory Services

Tel: (404) 2308451
260 Peachtree Street,
Suite 2200,
Atlanta,
GA 
30303


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?