Find Top Financial Advisors in Duluth
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Duluth. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Duluth
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Duluth, Georgia | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Sam Evans MBA, CFA Evans Wealth Management |
6340 Sugarloaf Parkway, Duluth, GA 30097 |
(770) 828-8303 |
| Mark Sinderson, CFP® Financial Clarity Partners, LLC |
Mailing: 5600 Spalding Dr., Norcross, GA 30092 |
(678) 626-7526 |
| Kevin Garrett, AWMA, CFS Integrated Financial Group |
200 Ashford Center North, Atlanta, GA 30338 |
(770) 353-6311 |
| Roy Larsen CFP®, AAMS® Larsen Wealth Management |
3550 Beaver Cove Rd, Cumming, GA 30041 |
(678) 456-8138 |
| Ford Stokes MBA Active Wealth Managementt |
6 Concourse Pkwy, Atlanta, GA 30328 |
(770) 685-1777 |
| Bruce Alden Edelman Financial Engines, LLC |
869 North Main St., Alpharetta, GA 30004 |
(678) 691-8500 |
| Widmark Cano Edelman Financial Engines, LLC |
3355 Lenox Rd, Suite 950, Atlanta, GA 30326 |
(404) 814-5267 |
| Rose Niang Edelman Financial Engines, LLC |
1680 Mall of Georgia Boulevard, Buford, GA 30519 |
(678) 714-4900 |
| Bruce Alden Edelman Financial Engines, LLC |
3051 Akers Mill Rd, Atlanta, GA 30339 |
(770) 419-8989 |
| Alan McKnight Kays Financial Advisory Corporation |
200 Galleria Parkway SE, Suite 1150, Atlanta, GA 30339 |
(770) 951-9001 |
| Widmark Cano Edelman Financial Engines, LLC |
100 Hartsfield Centre Parkway, Atlanta, GA 30354 |
(404) 814-5267 |
Information on Qualified Financial Advisors in Duluth
Qualifications
CRD# 5715560
FirmCRD# 151640
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee
Office Location
6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA 30097
Phone Number
(770) 8288303
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.
Qualifications
CRD# 4499818
FirmCRD# 178528
Series 7, 66
Compensation/Fee
I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly
Office Location
Mailing: 5600 Spalding Dr.,
Unit #922594,
Norcross,
GA 30092
Phone Number
(678) 6267526
I've had an interest in personal finance and how financial planning could be used to improve the well-being of families and individuals ever since my time in college. The problem was that in the late 80's and 90's, financial planning as we know it today was almost non-existent, especially for those who weren't millionaires. Most of what passed for financial planning at that time was either to promote sales of life insurance or stocks. So, I entered the world of business sales and management. As the new millennium dawned I could see change was coming to the world of personal financial planning. Technology was accelerating and the financial services industry was rethinking the way they did business. I decided the time was right to pursue my long-held passion and started my career in the financial services industry in 2002 with my vision of how financial planning "could be" never far from mind. I earned the CFP® certification in 2006 and worked as a financial planner for independent wealth management firms for the next 10 years. As we headed into 2016, advances in financial technology and the reduction in cost that the technology provided meant that I would be able to offer personalized financial planning without the high overhead costs of the past. With that goal in mind, I transitioned out of the world of "high net worth only" financial advice and started Financial Clarity Partners to make my vision of affordable comprehensive financial planning for all a reality.
About Financial Clarity Partners, LLC
Financial Clarity Partners helps people make the most of their life and their money. We are an independent financial planning firm that offers affordable financial planning and advice to anyone who wants to take control of their life and their money, no matter their bank balance. At Financial Clarity Partners, our focus is on YOU. We here to to work together with you to create a plan that helps you make the most of your current financial reality, live with confidence and realize your financial dreams. All clients work directly with Mark Sinderson, a CFP® practitioner with more than 16 years experience helping people meet their obligations, achieve their dreams and get more life out of their money. We know that you are busy and that every dollar matters. Because of that, we are setup to make financial planning affordable, accessible and understandable. We use technology to streamline the financial planning process and work together with our clients on a collaborative basis. We are a fiduciary & ALWAYS act in your best interest. We don?t make money by selling insurance or investment products, but instead charge an affordable fee for our services. This allows us to deliver a high level of service to a wide variety of people.
Qualifications
CRD# 5215443
Series 7, 31, 63, 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets
Office Location
200 Ashford Center North,
Suite 400,
Atlanta,
GA 30338
Phone Number
(770) 3536311
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.
Qualifications
CRD# 4241890
FirmCRD# 169482
Series 7, 24, 31, 63, 66
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly
Office Location
3550 Beaver Cove Rd,
Cumming,
GA 30041
Phone Number
(678) 4568138
Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the public company. Thus, Larsen Wealth Management was born offering fee-only arrangements which focus on the client only and their very specific issues and needs. Roy graduated from Temple University and received his BS in Business Administration. He has concentrated his post-secondary education on the issues and needs of retirees earning designations from the Certified Financial Planner Board of Standards as a Certified Financial Planner and the College for Financial Planning as an Accredited Asset Management Specialist (AAMS). A resident of Cumming, Georgia for 19 years, Roy is active in his community. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and a past member of the Board of Directors for Leadership Forsyth. Roy also served the Citizens Review Panel for the Forsyth County Juvenile Court. Currently he volunteers for the Atlanta Food Bank each month. Roy also is on the Board of Temple University Georgia. In his free time Roy enjoys being a great Dad to his two lovely daughters, plays adult baseball and acts occasionally in feature films.
About Larsen Wealth Management
What if you could get a premium service and tools without the premium price? This is one of the many advantages of working with Larsen Wealth Management. We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning. We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.
Qualifications
CRD# 6449693
Series 65
Office Location
6 Concourse Pkwy,
Suite 2910,
Atlanta,
GA 30328
Phone Number
(770) 6851777
Prior to launching Active Wealth Management, Ford grew over a dozen companies as their Chief Marketing Officer. He is passionate about protecting and growing the hard-earned wealth of our clients. Ford believes in actively balancing portfolios to avoid downward trends, he and his portfolio team manage over $500 Million in Assets. Ford and his also provide comprehensive retirement planning services and are proud to offer: - Free Portfolio Analysis - Free Social Security Report - Free Annuity Stress Test - Free Financial Plan through your 95th birthday Our Active Wealth Team provide these free services on the front end because we are confident in our plans. We look forward to helping you invest successfully.
About Active Wealth Managementt
We invite to take control of your financial future to get the retirement you deserve. You worked hard to provide for your family, we will work hard to protect and grow your wealth. Have you ever been asked to just hang in there when the market loses value? We approach investing differently than a lot of advisors and brokers. We actively manage your assets and rebalance your portfolio monthly without charging additional fees. If youre curious about our investing approach, then youre on the right track. Curiosity is one of the most important elements to successful investing. We at Active Wealth Management look forward to helping you achieve your financial goals. You can afford Private Wealth Management.
Qualifications
CRD# 1728886
FirmCRD# 104510
Series 3, 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
869 North Main St.,
Suite 202,
Alpharetta,
GA 30004
Phone Number
(678) 6918500
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, 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.
Qualifications
CRD# 2430270
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
3355 Lenox Rd, Suite 950,
Atlanta,
GA 30326
Phone Number
(404) 8145267
Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1994. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Hospitality Management from Florida International University. Married to Jenny. They have three children: Rafael, Cheyenne, and Kendal. Widmark enjoys movies, exercising, concerts, and traveling.
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.
Qualifications
CRD# 5742862
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1680 Mall of Georgia Boulevard,
Suite 1735,
Buford,
GA 30519
Phone Number
(678) 7144900
Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2009. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC® certification(s). Master's degree in Human Resource Management and Bachelor's degree in Finance from Rutgers Business School. Married to Abdoulaye. They have two children: Bocar and Sidy. Rose enjoys cooking, yoga, and Pilates.
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.
Qualifications
CRD# 1728886
FirmCRD# 104510
Series 3, 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA 30339
Phone Number
(770) 4198989
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, 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.
Qualifications
CRD# 105873
Series 65
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly
Office Location
200 Galleria Parkway SE, Suite 1150,
Atlanta,
GA 30339
Phone Number
(770) 9519001
* Alan is Vice President and Principal in charge of Client Relations working in the areas of Retirement Planning, Investment Planning, Insurance Panning, Tax Planning and Estate Planning. * He is CERTIFIED FINANCIAL PLANNER Practitioner and has an earned MBA in Finance. He is currently pursuing a Doctor of Business Administration in Finance from the University of Florida and is doing research in Securities Analysis, Investments and Investor Behavior. * He is also an adjunct faculty member teaching Personal Financial Planning, Securities Analysis, Corporate Finance, Managerial Finance, Mergers and Acquisitions, Derivatives as well as Banking and Management of Financial Institution.
About Kays Financial Advisory Corporation
Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in North Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full- time money management and comprehensive financial planning services to individuals and families. We have designed our services to grow, protect, and conserve clients' wealth by delivering a high level of personalized service and expertise. We exist to help our clients make smart decisions about their money to achieve their financial goals. Our firm offers: Highly educated, credentialed and experienced advisors A big picture approach to personal finances A system of client review meetings A team approach to working with clients A transparent and fair fee structure Tax planning advice Integration of estate plans with your financial plan Expertise in retirement distribution and long term care planning Ongoing client communication through meetings, e-mails, client seminars and our weekly radio show Smart Money.
Qualifications
CRD# 2430270
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
100 Hartsfield Centre Parkway,
Suite 500,
Atlanta,
GA 30354
Phone Number
(404) 8145267
Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1994. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Hospitality Management from Florida International University. Married to Jenny. They have three children: Rafael, Cheyenne, and Kendal. Widmark enjoys movies, exercising, concerts, and traveling.
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.
| List of Additional Financial Advisors in or around Duluth, Georgia | |
| MORR Capital Mgmt. Inc. | Alpharetta, GA |
| One Source Advisory Services | Atlanta, GA |
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