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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 - 13-May-2022

Athens has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Athens , Georgia have an average of 13 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
Howell Cullens
PIEDMONT FINANCIAL PARTNERS
2901 reynolds walk trail,
Greensboro, GA 30642
Not Disclosed Not Specified $250000 Fee-Based
Andrew Band
CFP®, AAMS®
EDELMAN FINANCIAL ENGINES, LLC
1960 Satellite Boulevard Suite 3500,
Duluth, GA 30097
18 Not Specified Not Specified Fee-Based
Andrew Gullion
CFP®
EDELMAN FINANCIAL ENGINES, LLC
3460 Preston Ridge Rd,
Alpharetta, GA 30005
9 Not Specified Not Specified Fee-Based
Widmark Cano
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3355 Lenox Rd, Suite 950,
Atlanta, GA 30326
8 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
3340 Peachtree Road NE,
Atlanta, GA 30303
11 $15,000,000,000 $100,000 Fee-Based
Cory Archibald
Chartered Retirement Planning Counselor (CRPC®)
EDELMAN FINANCIAL ENGINES, LLC
100 Hartsfield Centre Parkway,
Atlanta, GA 30354
13 Not Specified Not Specified Fee-Based
Bruce Alden
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3051 Akers Mill Rd,
Atlanta, GA 30339
21 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Athens

Qualifications CRD# 1953917
FirmCRD# 8032
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 2901 reynolds walk trail,
ste 202,
Greensboro,
GA
30642
Phone Number 404-660-3636

Howell has been in the financial planning business for over 30 years serving the financial needs of individuals and businesses. 


After 10 years in Atlanta, he and his family moved to the Lake Oconee area and created Piedmont Financial Partners, specializing in working with high net worth individuals and businesses. He has been able to build a reputation of providing valuable advice and thoughtful service to his clients. He brings a very personalized touch to each client that he works with and considers each one unique in their needs and goals.
When not advising clients, he enjoys the outdoors and traveling with his family.

I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services

I provide an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to fill them

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net work families, businesses, and institutions.

I am licensed to sell insurance in: FL, GA, IL, MA, MD, MO, MS, NY, SC & TN

I am licensed to sell securities in: AL, CO, FL, IL, MD, MS, SC & TN

About Piedmont Financial Partners

At Piedmont Financial Partners, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you over the years.

We are specialists in providing a structured and customized financial plan. Our years of experience—combined with a highly personalized level of service—allow us to design unique strategies that can help you:

-Define your goals

-Maximize your savings

-Manage your assets

-Track and monitor your plan

At Piedmont Financial Partners, this is our specialty. Let us focus on your financial planning—so you can spend your time doing what you enjoy, both now and in the future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, 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, Insurance Products & Annuities


Qualifications CRD# 4486908
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1960 Satellite Boulevard Suite 3500,
Suite 1735,
Duluth,
GA
30097
Phone Number 678-222-2254

I build and implement personalized financial plans by getting to know my clients really well. By having thoughtful conversations, using detailed data gathering, and being curious, I learn their true goals and concerns and provide an easy to understand set of solutions for them. My wife Erin and I have been married since 2008, and we have two children. In my free time I am with my family, coach youth sports, play tennis year-round and dirt-bike with friends.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6093023
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3460 Preston Ridge Rd,
Suite 500,
Alpharetta,
GA
30005
Phone Number 678-222-2257

I've been in the financial services industry since 2012, and a financial planner since 2014. My passion is to help my clients with comprehensive planning that guides them to reach their long-term financial goals. Aside from work, I keep busy with my wife, son, daughter, and three dogs. In my rare spare time, you can find me hiking or skiing or cheering on my home team, the Cincinnati Reds.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2430270
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 3355 Lenox Rd, Suite 950,
Atlanta,
GA
30326
Phone Number 404-602-5200

I've been a financial planner since 2009, and I've always been most happy when serving others. My personal and professional experiences provide me with a deeper understanding of how to best help my clients achieve their financial goals. In my spare time, I enjoy working out, watching movies and playing video games and spending time with my two grandsons. I'm also fluent in Spanish.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location 3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

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.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

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 is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. 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


Qualifications CRD# 5272767
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 100 Hartsfield Centre Parkway,
Suite 650,
Atlanta,
GA
30354
Phone Number 404-424-9001

I'm passionate about working with families to develop strategies to help accomplish their financial and retirement goals. I enjoy getting to know people and hearing their unique stories. Away from work, I enjoy spending time with my wife and following our four kids and their 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1728886
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA
30339
Phone Number 678-905-2150

With more than three decades of financial planning experience, I help my clients create, develop and implement their customized retirement financial plan. We partner to design a way forward so they can look forward to a retirement that can be fun. Outside of work, I'm big into motorsports and racing. I also enjoy spending time outdoors hunting 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Athens, Georgia
Firm Name AUM No. of Clients Fee Structure
Carson Advisory Group
470 Hill St.,
Athens, GA 30601
$693,656,985 1915 A percentage of AUM
Hourly charges
Fixed fees
Family Wms, Llc
490 N. Milledge Ave,
Athens, GA 30601
$779,103,419 795 A percentage of AUM
Hourly charges
Fixed fees
Cannon Financial Strategists, Inc.
649-8 South Milledge Ave,
Athens, GA 30605
$1,125,380,893 2269 A percentage of AUM
Hourly charges
Fixed fees
Elevate Wealth Advisory, Inc.
190 Hawthorne Park,
Athens, GA 30606
$312,545,715 1598 A percentage of AUM
Hourly charges
Fixed fees
Elwood & Goetz
687 S Milledge Ave,
Athens, GA 30605
$558,460,716 2617 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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