Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Douglasville
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Douglasville,
Georgia
have an average of
30
years of experience.
NOTE: The list of vetted financial
advisors in
Douglasville,
Georgia
mentioned below does 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
Douglasville, Georgia.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Edelman Financial Engines, LLC
200 Galleria Drive SE, Suite 1805, Atlanta, GA 30339 100 Hartsfield Centre Parkway, Atlanta, GA 30354 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
| Not Disclosed | $17,140,521,716 | Not Specified | Fee-Only | |
| 25 Years | Not Specified | $400,000 | Fee-Only | |
| 35 Years | $0 | Not Specified | Fee-Only | |
|
Edelman Financial Engines, LLC
3460 Preston Ridge Rd, Suite 500, Alpharetta, GA 30005 1960 Satellite Boulevard, Duluth, GA 30097 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
200 Galleria Drive SE,
Suite 1805,
Atlanta,
GA
30339
Phone Number
877-208-7414
Office Location
100 Hartsfield Centre Parkway,
Suite 650,
Atlanta,GA 30354
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 316731
Compensation/Fee Fee-Only, Based on Assets
Office Location
3550 Lenox Rd NE,
Suite 2700,
Atlanta,
GA
30326
Phone Number
404-264-1400
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
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
Qualifications
CRD# 2709160
Firm CRD# 335528
Compensation/Fee Fee-Only, Flat Fee
Office Location
120 W Trinity Pl,
Decatur,
GA
30030
Phone Number
917-319-8281
You've built something meaningful - maybe a startup, a career in tech, a creative practice, or a business that finally found its footing. But with growth comes complexity, and suddenly your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and trying to decode what to do with opportunities no one prepared you for.
That's where I come in.
I'm Mark Stancato, CFP®, EA, ECA, CRPS®, founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive, but who don't want to waste time untangling spreadsheets or second-guessing every financial move. They want clarity, confidence, and a partner they can trust.
I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through equity events, and helped creatives turn uncertain income into lasting wealth. Money isn't just about numbers - it's about freedom, leverage, and making it all mean something.
That's the lens I bring to planning. At VIP Wealth Advisors, we integrate tax prep, investment management, and strategic planning under one roof. I file your returns, manage your assets, and help you make smart moves with long-term impact. No product pushing. No jargon. Just modern, high-touch advice that simplifies the messiness and keeps you moving forward.
VIP stands for Very Intentional Planning - because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success, let's talk.
This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.
VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide something rare in wealth management: truly integrated advice under one roof. Unlike most firms that separate investment management from tax preparation, VIP combines financial planning, investment management, tax strategy, and in-house tax filing in a single relationship. The result is a streamlined experience where nothing falls through the cracks.
Our clients are high-income professionals tech executives, equity-compensated employees, real estate investors, and business owners who face complex financial lives that don't fit into cookie-cutter solutions. They turn to us for guidance on optimizing stock options and RSUs, reducing tax exposure across multiple income streams, managing real estate and K-1s, preparing for liquidity events, and coordinating estate planning. We act as a personal CFO, helping clients make smarter decisions while simplifying the moving pieces of their wealth.
We believe transparency builds trust. That's why our pricing is flat-fee, starting at $649/month, with no commissions, product sales, or asset-based charges. Clients pay for expertise and year-round support, not for transactions. To reinforce this commitment, we provide an interactive pricing calculator on our website so prospective clients can see their estimated fee upfront.
VIP Wealth Advisors works with a limited number of households to ensure a high-touch, personalized experience. Our approach is proactive, not reactive anticipating issues before they become problems and continually adapting strategies as tax laws, markets, and client priorities change.
The firm's philosophy is rooted in evidence-based investing, disciplined risk management, and tax efficiency. But beyond the technical side, we understand that money is deeply personal. We pride ourselves on discretion, clarity, and building long-term relationships where clients feel confident and understood. Whether you're a startup founder preparing for an IPO, an executive managing complex compensation packages, a business owner planning succession, or a family balancing real estate, retirement, and education funding, VIP Wealth Advisors brings clarity to complexity. We are a modern advisory firm designed for modern wealth.
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
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
400 Northridge Road,
Atlanta,
GA
30350
Phone Number
404-237-8881
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3460 Preston Ridge Rd,
Suite 500,
Alpharetta,
GA
30005
Phone Number
877-208-7414
Office Location
1960 Satellite Boulevard,
Suite 3500,
Duluth,GA 30097
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
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 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?
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.
