After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approachone 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 wouldnt be able to place a clients interests above the corporations at a large firm. At Evans Wealth Management, hes 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 familys 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

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 advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest. I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor. On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.

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 Advice & Consulting

Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client's objectives with their desired aspirations. Thomas's passion is developing personal relationships with clients, understanding their priorities, and guiding them to potentially reaching their long term financial and personal goals. Thomas is a graduate of the University of South Carolina and earned his Masters of Business Administration from Francis Marion University. Shortly after obtaining his M.B.A., Thomas completed coursework at Emory University and met the rigorous education, training, and ethical standards in order to become a CERTIFIED FINANCIAL PLANNER". Thomas welcomes the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy. When Thomas is not spending time helping clients, you can find him spending time with his wife, Caroline, and his pup, Robby, and enjoying the outdoors with friends. Thomas is also an avid golfer and enjoys the lifelong pursuit of the perfect swing. CFP® and CERTIFIED FINANCIAL PLANNER" are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

About 4P Wealth Trust a member of Advisory Services Network, LLC

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using, we think the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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 advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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

Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients that are business owners, receive equity compensation (RSU's, stock options, equity awards, ESPP's, etc.), or are transitioning into retirement. Being a company shareholder himself, Mike understands the risks, rewards and complexities that come with equity ownership. Mike sees the client and advisor relationship similar to a partnership, where communication, transparency and preparation are crucial to success. He believes that no two clients have the same financial goals, so no two clients should have the same plan. Because of this, Mike works with a lower number of clients and selectively focuses on those that can benefit from his skill set. Mike also serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy. Prior to being a Partner with Veracity Capital, Mike spent 8-years working at Goldman Sachs, in the AYCO Division where he held the title Vice President. Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. Outside of the office, Mike, his wife Katrina and son William, can be found outdoors, hiking, traveling or on the local basketball courts.

About Veracity Capital, LLC

Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to business owners, equity-based compensation employees, and individuals transitioning to retirement. Headquartered in Atlanta, GA, Veracity's proprietary financial planning process drives investment decisions aimed to achieve client specific goals. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts

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 advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Tim Goodwin graduated from Berry College with a degree in Finance. Upon graduation he went to work for a local financial firm, but quickly learned that his personal values and the values of the firm did not line up. So he started his own firm, Goodwin Investment Advisory, in Woodstock, Georgia, because I saw the need for a different kind of financial firm that upheld my values of integrity, honesty and trust. A firm that operated in the best interest of its clients at all times and fulfilled my vision to lead all people to financial peace, independence and generosity. Tim has cultivated a culture of client-focused service, helping clients become the heroes of their own finances by guiding them with GIA’s trademarked unique processes. He and Team GIA have set themselves apart as an industry leader with an experienced team as well as a trusted network of professionals. To learn more about Tim’s financial philosophy you can read Tim’s book, "Exponential Wealth: How to Create sustainable Income for Life" Tim lives in Canton, GA on a mini-farm with his beautiful wife and college sweetheart, Maureen, and three exceptional daughters (Canaan, Shiloh, and Eden). Plus, 26 chickens, 9 ducks, 3 sheep, 3 dogs, 2 cats, 2 turtles, 2 roosters, 2 peacocks, and a partridge in a pear tree. He loves to sit on his front porch in the evenings with his wife and watch his girls play across the pond in their treehouse, while sipping a Kentucky mule, or a glass of wine. On nights Atlanta United is playing however, you will find him cheering in the supporter section! On Sunday mornings the Goodwin family enjoys attending and volunteering at Woodstock City Church.

About Goodwin Investment Advisory

Since 2004, Goodwin Investment Advisory has been serving the Atlanta area and all over the United States. Our experience helps us serve our clients with varied financial needs and backgrounds. We work with traditional, blended, LGBTQ+ and special needs families. Help with separation, divorce or widowhood is also available. If you have questions surrounding military, government, pastoral, self-employed or non-profit financial planning and retirement, please reach out today

Advisory Services Provided

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

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.

• See if your portfolio is truly diversified with Investment Checkup™
• Get your Retirement Readiness Score™ in minutes
• Spot hidden fees with the Fee Analyzer™

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

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 advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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