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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
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.
Macon
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
31
non-vetted advisors in your local area. These financial advisors in
Macon, Georgia
have an average of
13
years of experience.
NOTE: The list of financial
advisors in
Macon, 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
Macon, Georgia.
| Qualified Financial Advisors in Macon, 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 |
| Cory Archibald
CRPC® EDELMAN FINANCIAL ENGINES, LLC 100 Hartsfield Centre Parkway, Suite 650, Atlanta, GA 30354 |
13 | Not Specified | Not Specified | 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# 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.
Top Financial Advisor Firms in Macon, Georgia (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Day & Ennis, Llc
125 Plantation Centre Drive South , Bldg 400 B, Macon, GA 31210 |
$412,482,928 | 833 |
A percentage of AUM Fixed fees |
| Christy Capital Management, Inc.
2939 Mcmanus Road, Macon, GA 31220 |
$260,660,762 | 1368 |
A percentage of AUM Commision Based |
| Smith, Brown & Groover Inc. D/B/A Sbg Wealth Management
4001 Vineville Ave, Macon, GA 31210-5039 |
$199,946,002 | 647 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Amy Hefner Inquire with Amy |
5444 Riverside Dr, 2nd, Fl, Macon, GA 31210 | 478-405-3357 |
| Broadus E Willingham Inquire with Broadus |
5444 Riverside Dr, 2nd Fl, Macon, GA 31210 | 478-471-2288 |
| Matthew London Inquire with Matthew |
125 Plantation Ctr Dr S, Building 300 Suite A, Macon, GA 31210 | 478-471-6764 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
5444 Riverside Dr, 2nd, Fl, Macon, GA 31210 | 478-471-2244 |
| John C Walker IV Inquire with John |
5444 Riverside Dr, 2nd Fl, Macon, GA 31210 | 478-471-2255 |
| Stevens Financial Group Inquire with Stevens |
2200 Northside Crossing, Macon, GA 31210 | 478-550-3460 |
| Lee L Lineberger Inquire with Lee |
5444 Riverside Dr, 2nd Fl, Macon, GA 31210 | 478-471-2279 |
| Walker Pearson Inquire with Walker |
5444 Riverside Dr, 2nd Fl, Macon, GA 31210 | 478-471-2244 |
| Monique Butler Inquire with Monique |
5444 Riverside Dr, 2nd, Fl, Macon, GA 31210 | 478-405-3353 |
| Sam Pearson Inquire with Sam |
5444 Riverside Dr, 2nd Fl, Macon, GA 31210 | 478-471-2270 |
Grow your AUM with pre-qualified leads!
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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.
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