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.
Greensboro
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
2
non-vetted advisors in your local area. These financial advisors in
Greensboro, Georgia
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Greensboro, Georgia
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Greensboro, Georgia.
Qualified Financial Advisors in Greensboro, Georgia | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Howell Cullens
PIEDMONT FINANCIAL PARTNERS 2901 reynolds walk trail, ste 202, Greensboro, GA 30642 |
Not Disclosed | Not Specified | $250000 | Fee-Based |
Andrew Band
CFP®, AAMS® EDELMAN FINANCIAL ENGINES, LLC 1960 Satellite Boulevard Suite 3500, Suite 1735, Duluth, GA 30097 |
18 | Not Specified | Not Specified | Fee-Based |
Cory Archibald
CRPC® EDELMAN FINANCIAL ENGINES, LLC 100 Hartsfield Centre Parkway, Suite 650, Atlanta, GA 30354 |
13 | Not Specified | Not Specified | Fee-Based |
Andrew Gullion
CFP® EDELMAN FINANCIAL ENGINES, LLC 3460 Preston Ridge Rd, Suite 500, Alpharetta, GA 30005 |
9 | Not Specified | Not Specified | Fee-Based |
Widmark Cano
CRPC® EDELMAN FINANCIAL ENGINES, LLC 3355 Lenox Rd, Suite 950, Atlanta, GA 30326 |
8 | Not Specified | Not Specified | Fee-Based |
Personal Capital
PERSONAL CAPITAL 3340 Peachtree Road NE, Suite 825, Atlanta, GA 30303 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 1953917
Firm CRD# 8032
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
2901 reynolds walk trail,
ste 202,
Greensboro,
GA
30642
Phone Number
404-660-3636
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
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
Qualifications
CRD# 4486908
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1960 Satellite Boulevard Suite 3500,
Suite 1735,
Duluth,
GA
30097
Phone Number
678-222-2254
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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5272767
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
100 Hartsfield Centre Parkway,
Suite 650,
Atlanta,
GA
30354
Phone Number
404-424-9001
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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 6093023
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
3460 Preston Ridge Rd,
Suite 500,
Alpharetta,
GA
30005
Phone Number
678-222-2257
I've been in the financial services industry since 2012, and a financial planner since 2014. My passion is to help my clients with comprehensive planning that guides them to reach their long-term financial goals. Aside from work, I keep busy with my wife, son, daughter, and three dogs. In my rare spare time, you can find me hiking or skiing or cheering on my home team, the Cincinnati Reds.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 2430270
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
3355 Lenox Rd, Suite 950,
Atlanta,
GA
30326
Phone Number
404-602-5200
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.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
Phone Number
650-556-1310
Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
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
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Edward Jones Inquire with Edward |
105 N East St, Suite A, Greensboro, GA 30642 | 706-454-5095 |
Edward Jones Inquire with Edward |
1100 Market Street, Greensboro, GA 30642 | 706-453-1196 |
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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?