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Find Top Financial Advisors in Athens


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Athens. 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 Advisor in Athens

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.

Financial Advisors in Athens, Georgia
Financial Advisor Office Location Phone Number
Clark Brown
Brown, Fezekas and Jenkins
Vickery Financial Services,
Athens, GA  30606
(706) 372-6435
Rose Niang
Edelman Financial Engines, LLC
1680 Mall of Georgia Boulevard,
Buford, GA  30519
(678) 714-4900
Roy Larsen CFP®, AAMS®
Larsen Wealth Management
3550 Beaver Cove Rd,
Cumming, GA  30041
(678) 456-8138
Bruce Alden
Edelman Financial Engines, LLC
869 North Main St.,
Alpharetta, GA  30004
(678) 691-8500
Widmark Cano
Edelman Financial Engines, LLC
3355 Lenox Rd, Suite 950,
Atlanta, GA  30326
100 Hartsfield Centre Parkway,
Atlanta, GA  30354
(404) 814-5267
Bruce Alden
Edelman Financial Engines, LLC
3051 Akers Mill Rd,
Atlanta, GA  30339
(770) 419-8989

Information on Qualified Financial Advisors in Athens

Qualifications CRD# 1536078
FirmCRD# 149713
Series 63, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Subscriptions


Office Location Vickery Financial Services,
190 Hawthorne Park,
Athens,
GA 
30606
Phone Number (706) 3726435

Clark is first and foremost a financial educator. Clark began his career in 1986. His experiences include advising individuals, families and businesses. Clark has worked for a major Bank in the capital markets group, managed an investment management program for regional Bank and Trust Company and served affluent clients in Private Banking for one the nations largest Financial Institutions. Clark has acquired subject matter expertise in all areas of wealth management. He spent over twenty years consulting, advising financial institutions and training financial advisors around the world. Clark is a teacher, a speaker and a writer. In the industry Clark is known as a passionate advocate for the client and his consulting and training work was always focused how to best serve clients by putting clients' best interests first. Clark understand what it means to be a fiduciary. Clark holds the designations of Certified Wealth Strategist and Certified Wealth Mentor. Clark has earned a BA in Business Administration from the University of Southern California. Clark is active in Athens Rotary, The Athens Chamber of Commerce and supports the Athens Area Community Foundation by volunteering his time and talent to provide professional development workshops to the Non-profit Community in Athens. Clark lives with his wife of 30 years in Athens, GA. They have raised three wonderfully talented children.

About Brown, Fezekas and Jenkins

Brown, Fezekas and Jenkins is a Wealth Management Team with Vickery Financial Services, Inc. Vickery Financial is an independent wealth management firm that has been serving families and businesses in Athens and Northeast Georgia since 1982. The Wealth Management Team of Brown, Fezekas and Jenkins provides Comprehensive Wealth Management advice across 14 critical aspects of your financial life. We seek to provide planning and advice that will you help you make smart decisions with your money so you can realize the things that matter most to you. Everyone wants to have enough money to live well, but what do you really want to achieve with your wealth? What are your hopes and dreams? What do you really want for yourself, your family, your business, your community and the causes that are most important to you? We have found that gaining this level of understanding with our clients is the most important part building a lasting relationship where we can consistently add value along the way. We invite you to connect with us and learn more about our philosophy for wealth management, process to deliver results, the resources you can access through us and our background and experience. This way you can determine if we are the right advisers for you. Let's schedule a time sit down together and get to know each other.



Qualifications CRD# 5742862
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1680 Mall of Georgia Boulevard,
Suite 1735,
Buford,
GA 
30519
Phone Number (678) 7144900

Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2009. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC® certification(s). Master's degree in Human Resource Management and Bachelor's degree in Finance from Rutgers Business School. Married to Abdoulaye. They have two children: Bocar and Sidy. Rose enjoys cooking, yoga, and Pilates.

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# 4241890
FirmCRD# 169482
Series 7, 24, 31, 63, 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 3550 Beaver Cove Rd,
Cumming,
GA 
30041
Phone Number (678) 4568138

Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the public company. Thus, Larsen Wealth Management was born offering fee-only arrangements which focus on the client only and their very specific issues and needs. Roy graduated from Temple University and received his BS in Business Administration. He has concentrated his post-secondary education on the issues and needs of retirees earning designations from the Certified Financial Planner Board of Standards as a Certified Financial Planner ™ and the College for Financial Planning as an Accredited Asset Management Specialist (AAMS). A resident of Cumming, Georgia for 19 years, Roy is active in his community. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and a past member of the Board of Directors for Leadership Forsyth. Roy also served the Citizens Review Panel for the Forsyth County Juvenile Court. Currently he volunteers for the Atlanta Food Bank each month. Roy also is on the Board of Temple University Georgia. In his free time Roy enjoys being a great Dad to his two lovely daughters, plays adult baseball and acts occasionally in feature films.

About Larsen Wealth Management

What if you could get a premium service and tools without the premium price? This is one of the many advantages of working with Larsen Wealth Management. We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning. We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner™ practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 869 North Main St.,
Suite 202,
Alpharetta,
GA 
30004
Phone Number (678) 6918500

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, and camping.

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# 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

Office Location 100 Hartsfield Centre Parkway,
Suite 500,
Atlanta,GA  30354

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

Compensation/Fee Fee Based Only - No Commissions


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA 
30339
Phone Number (770) 4198989

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, and camping.

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.