Find Top Financial Advisors in Athens, Georgia

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Athens, Georgia
Last Updated - 20-Mar-2023

Athens has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 21 non-vetted advisors in your local area. These financial advisors in Athens, Georgia have an average of 14 years of experience.

NOTE: The list of financial advisors in Athens, Georgia mentioned below do 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 Athens, Georgia.

Qualified Financial Advisors in Athens, Georgia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kevin Garrett
200 Ashford Center North,
Suite 400,
Atlanta, GA 30338
18 Not Specified 250,000 Fee-Based
Personal Capital
3340 Peachtree Road NE,
Suite 825,
Atlanta, GA 30303
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Athens

Qualifications CRD# 5215443
Firm CRD# 6413
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 200 Ashford Center North,
Suite 400,
Phone Number 770-353-6311

I provide comprehensive financial planning who experience life events such as: 1) Planning & Investing Before and After Retirement 2) A Performance Contract (Typically a Sports or Entertainment Contract) 3) Divorce Settlement 4) Inheritance or Insurance Payout 5) Sale of a Business or Stock Options 6) A Personal Injury Settlement

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.

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 Firm CRD# 155172

Compensation/Fee Fee-Based

Office Location 3340 Peachtree Road NE,
Suite 825,
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.


Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management

Top Financial Advisor Firms in Athens, Georgia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
649-8 South Milledge Ave,
Athens, GA 30605
$1,125,380,893 2269 A percentage of AUM
Hourly charges
Fixed fees
490 N. Milledge Ave,
Athens, GA 30601
$779,103,419 795 A percentage of AUM
Hourly charges
Fixed fees
470 Hill St.,
Athens, GA 30601
$693,656,985 1915 A percentage of AUM
Hourly charges
Fixed fees
687 S Milledge Ave,
Athens, GA 30605
$558,460,716 2617 A percentage of AUM
Hourly charges
Fixed fees
190 Hawthorne Park,
Athens, GA 30606
$312,545,715 1598 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Athens, Georgia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ashley Carney
    Inquire with Ashley
    225 S Milledge Ave, Athens, GA  30605 706-227-4032
    Glenn Cook
    Inquire with Glenn
    1191 Barnett Rdg, Athens, GA  30605 706-546-8567
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    225 S Milledge Ave, Athens, GA  30605 706-353-0001
    Todd Emily
    Inquire with Todd
    225 S Milledge Ave, Athens, GA  30605 706-227-4001
    Laura Straehla
    Inquire with Laura
    225 S Milledge Ave, Athens, GA  30605 706-227-4012
    Jacqueline Lister
    Inquire with Jacqueline
    225 S Milledge Ave, Athens, GA  30605 706-227-4035
    Jack Green
    Inquire with Jack
    225 S Milledge Ave, Athens, GA  30605 706-227-4022
    E Dunbar Harrison III
    Inquire with E
    225 S Milledge Ave, Athens, GA  30605 404-365-2617
    Trey Faucher III
    Inquire with Trey
    225 S Milledge Ave, Athens, GA  30605 706-227-4020
    Judd Doster
    Inquire with Judd
    225 S Milledge Ave, Athens, GA  30605 706-227-4007
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      Frequently Asked Questions

      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?