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.
Duluth
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Duluth,
Georgia
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Duluth,
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
Duluth, Georgia.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 10 Years | Not Specified | $1,000,000 | Fee-Only | |
|
Edelman Financial Engines, LLC
1960 Satellite Boulevard, Suite 3500, Duluth, GA 30097 3460 Preston Ridge Rd, Alpharetta, GA 30005 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| 35 Years | $0 | Not Specified | Fee-Only | |
| 10 Years | Not Specified | $100,000 | Fee-Only | |
| 11 Years | Not Specified | $250,000 | Fee-Based | |
|
Homrich Berg Wealth Management
HOMRICH BERG WEALTH MANAGEMENT 3550 Lenox Rd NE, Suite 2700, Atlanta, GA 30326 |
Not Disclosed | Not Specified | Not Specified | Fee-Only |
| 32 Years | $0 | $500,000 | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
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.
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 Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1960 Satellite Boulevard,
Suite 3500,
Duluth,
GA
30097
Phone Number
877-208-7414
Office Location
3460 Preston Ridge Rd,
Suite 500,
Alpharetta,GA 30005
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# 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
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
10 Glenlake Parkway North Tower Suite 1010,
Atlanta,
GA
30328
Phone Number
678-608-0420
Kevin Madigan, CFP® is an investment advisor for Wela Strategies, Capital Investment Advisors' (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He takes pride in building personal connections with the families he serves. Kevin'ss mission is to ensure that each family's portfolio aligns with their goals and objectives. His passion for assisting families and delivering peace of mind through Wela's OYA strategies is at the core of his professional efforts. Kevin also works with the investment committee at CIA which ultimately helps with setting the direction of Wela's portfolios. After graduating with a Bachelor of Science degree in Finance from Kennesaw State University, he began his career as an active trader but soon transitioned into a financial advisor role. Prior to joining Wela, Kevin worked as a financial advisor in both Portland, Oregon, and Tampa, Florida. His knowledge and experience with financial markets has enabled him to assist clients in working towards their financial goals and making sound investment decisions. Kevin now lives in Atlanta and enjoys a healthy and active lifestyle. He loves to spend his spare time reading, going on long distance runs or playing soccer with friends.
At Wela Strategies, we have a simple mission: Helping Families find peace of mind To and Thru Retirement. We are committed to building a relationship with our clients based on trust and using our time and talents to help our clients discover their financial goals and how to implement strategies for success. We want to be there for you when you need us, to help you and your family achieve and maintain financial freedom during all stages of life.
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
CRD# 6245175
Firm CRD# 149777
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
5565 Glenridge Conn Suite 1900,
Atlanta,
GA
30342
Phone Number
404-459-3809
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Providing personalized strategies that align with each client's goals, offering proactive and comprehensive solutions. Through integrity, transparency, and continuous education, we empower our clients to achieve financial security and realize their dreams.
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
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, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You™.
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# 2366817
Firm CRD# 141238
Series 6, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
105 Pilgrim Village Drive, Ste 500,
Cumming,
GA
30040
Phone Number
770-205-7405
Tim's vast business experience includes 18 years of industrial sales and marketing positions with two Fortune 500 companies, and 30 years as a self-employed Financial Services Representative. He began his financial services career with New York Life in Atlanta. Ten years later he founded his own practice. Tim is a Chartered Financial Consultant (ChFC), a Registered Representative, an Investment Advisor Representative, a Licensed Insurance Agent, and has completed the two-year Financial Planner Program at Oglethorpe University. Tim is the owner of the Eckel Financial Network, and Rural Electric Planning Group, both located in Cumming, Georgia. The firms' primary focus is on retirement planning - managed growth and predictable income generating strategies. Income distribution planning, investment selection, Social Security maximization, healthcare planning, tax planning, and risk management are prime considerations in plan design. Professionally, Tim conducts educational programs on the use of financial products and services for retirement. Social security, healthcare, and tax-advantaged cash accumulation and income distribution are amongst the subjects. In his leisure, Tim enjoys golf, travel, and spending time with his family. Tim resides in Cumming, GA. He has two adult children, Blake and Brittney, who are married and live in the Atlanta area. And, he has three grandchildren. His son, Blake, joined his practice ten years ago.
Building financial strength in today's environment involves more than chasing high earnings. It takes an integrated strategy that includes distribution planning, investment selection, tax planning, and risk management. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services: Protection for the "what ifs" of life Tax management Investment management Retirement strategies Insurance and annuity products Professional money management Social Security maximization Healthcare preparedness Estate conservation and Wealth Transfer products to help you reach your goals.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities
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
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# 104510
Compensation/Fee Fee-Only, Based on Assets
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.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 3590 | 59808 | $8,461,983,895 | A percentage of AUM |
|
| 18 | 1457 | $1,674,073,830 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 14 | 1536 | $610,059,810 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 3 | 434 | $214,677,569 | A percentage of AUM, Fixed fees |
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.
