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Find Top Financial Advisors in Macon, Georgia

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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.

Finding the Top Financial Advisor in Macon, Georgia
Last Updated - 06-Aug-2022

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

Information on Qualified Financial Advisors in Macon

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

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


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.

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 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

    List of Additional Advisors in Macon, Georgia*

    * 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
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      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.

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      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.

      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?