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Find Top Financial Advisors in Decatur, 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 Decatur, Georgia
Last Updated - 17-Mar-2023

Decatur has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 6 non-vetted advisors in your local area. These financial advisors in Decatur, Georgia have an average of 15 years of experience.

NOTE: The list of financial advisors in Decatur, 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 Decatur, Georgia.

Qualified Financial Advisors in Decatur, Georgia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Personal Capital
PERSONAL CAPITAL
3340 Peachtree Road NE,
Suite 825,
Atlanta, GA 30303
11 $22,400,000,000 $100,000 Fee-Based
Kevin Garrett
AWMA®, CFS
INTEGRATED FINANCIAL GROUP
200 Ashford Center North,
Suite 400,
Atlanta, GA 30338
18 Not Specified 250,000 Fee-Based
Brett Power
CFP®, CFA®, MBA Wealth Manager
POWER WEALTH MANAGEMENT
302 Bombay Lane,
Roswell, GA 30076
13 Not Specified Not Specified Fee-Based
Sam Evans
MBA, CFA®
EVANS WEALTH MANAGEMENT
6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097
10 Not Specified $250,000 Fee-Only
John Puckett
CFP®
LIFETIME ASSET MANAGEMENT
3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee, GA 30024
14 Not Specified 250,000 Fee-Based
David Fountain
CFP®
FINANCIAL CONSULTANTS GROUP
1080 Sanders Road,
Suite 300,
Cumming, GA 30041
26 88,000,000 Not Specified Fee-Only

Information on Qualified Financial Advisors in Decatur

Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
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.

WHY USE PERSONAL CAPITAL

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


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,
Atlanta,
GA
30338
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 CRD# 5439950
Firm CRD# 315101
Series 7, 66

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


Office Location 302 Bombay Lane,
Roswell,
GA
30076
Phone Number 404-889-8919

Brett has over 15 years of experience focused on managing the investments and planning needs of a diverse base of families and individuals. Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Brett and his wife, Lindsey, live in Milton with their two daughters. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.

About Power Wealth Management

The mission of Power Wealth Management is to serve clients with integrity, transparency and expertise; enabling our clients to have the peace of mind and security to spend time focused on their talents and passions.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5715560
Firm CRD# 151640

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


Office Location 6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA
30097
Phone Number 770-828-8303

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.

Advisory Services Provided:

Financial Advice & Consulting


Qualifications Firm CRD# 8032
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee,
GA
30024
Phone Number 678-541-0866

About Lifetime Asset Management

Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans. John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2367858
Firm CRD# 2367858

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


Office Location 1080 Sanders Road,
Suite 300,
Cumming,
GA
30041
Phone Number 770-627-2121

David brings more than 26 years of professional financial planning and investment management experience. He earned a Bachelors of Science degree from Palm Beach Atlantic University in Florida. In 2000, David earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Colorado. David is a firm believer in the principles and biblically based curriculum that Dave Ramsey has developed for managing money. He is a graduate of The Legacy Journey by Dave Ramsey and has taught financial literacy classes at his church. Early in Davids career, he was a member of a well-established financial planning firm in his hometown of West Palm Beach, Florida. He gained invaluable experience while working on comprehensive financial plans for wealthy families. As an expert in Retirement Analysis and Asset Management, he is focused on creating tailored solutions for his clients. David is passionate about his profession and appreciates the opportunity to help individuals and families realize their dreams. While not on the job, David really enjoys involvement in the community, the outdoors and seeing the world that God has provided for us, especially with his family! His daughter Ashley graduated from Wake Forest University in North Carolina and Megan is a Sophomore at Liberty University in Virginia. David is currently serving on the board of directors for The Place of Forsyth. He has written several articles for the local newspaper as he explores Forsyth County on his Food Adventures. He has enjoyed the Rotary club, Leadership Forsyth, Jesses House, Abba House, Mentor Me, and Meals by Grace. David loves being a part of Browns Bridge Church; hearing Andy Stanley speak and his involvement with the small groups like Thrive and Moneywise.

About Financial Consultants Group

Our mission is to provide value to your overall financial picture. Finances affect every aspect of our lives, so we work diligently to build a personal relationship with you and to understand your unique situation. With over 70 years combined experience, you can feel secure that our team will be able to provide you with unbiased guidance that adheres to the fiduciary standard. We walk you through our simplified, yet detailed, process to develop a customized plan to help you reach your financial goals. We believe our approach adds a broader perspective to all we do and provides you with peace of mind that comes from having a plan and an experienced team in your corner. Changing to a career you love? Retiring early? Not depending on your kids for support? Being outrageously generous to those in need? Financial Freedom is more than just being debt-free and able to cover your expenses. Its about doing what you want to do. Let us help you develop a strategy to meet your goals. Having a plan and working with an advisor can help keep you accountable and take the emotion out of financial decision making. With a combined 70+ years of experience, we have seen market swings and helped clients through family crises. We would love to partner with you to help you leave a legacy.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


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

Firm Name AUM No. of Clients Fee Structure
FERGUSON SHAPIRO LLC
One West Court Square , Suite 750,
Decatur, GA 30030
$274,133,860 576 A percentage of AUM
Hourly charges
DECATUR CAPITAL MANAGEMENT, INC.
150 East Ponce De Leon Avenue , Suite 150,
Decatur, GA 30030-2547
$180,052,203 30 A percentage of AUM
MINERVA PLANNING GROUP
315 W. Ponce De Leon Avenue , Suite 915,
Decatur, GA 30030
$142,761,591 410 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Decatur, Georgia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ferguson Shapiro LLC
    Inquire with Ferguson
    One West Court Square, Suite 750, Decatur, GA  30030 404-567-6998
    Edward Jones
    Inquire with Edward
    150 E Ponce De Leon Ave, Ste 180, Decatur, GA  30030 470-654-9086
    Edward Jones
    Inquire with Edward
    315 W Ponce De Leon Ave, Suite 1055, Decatur, GA  30030 470-875-1255
    Edward Jones
    Inquire with Edward
    125 Clairemont Ave, Ste 180, Decatur, GA  30030 404-373-0237
    Edward Jones
    Inquire with Edward
    755 Commerce Drive, Suite 905, Decatur, GA  30030 404-377-3810
    Edward Jones
    Inquire with Edward
    125 Clairemont Ave, Ste 180, Decatur, GA  30030 404-373-0237
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