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Find Best Financial Advisors in Georgia

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A densely populated state like Georgia has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Georgia and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Georgia
Last Updated - 12-Aug-2022

Georgia has 15 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1406 non-vetted advisors in your local area. These financial advisors in Georgia have an average of 16 years of experience.

NOTE: The list of financial advisors in 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 Georgia.

List of Qualified Financial Advisors in 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
Jim Lepp
CFP®, CDFA®
TRINITY FINANCIAL PLANNING
1530 Habersham Place,
Cumming, GA 30041
11 <10M $100,000 Fee-Based
Brett Power
CFP®, CFA®, MBA Wealth Manager
POWER WEALTH MANAGEMENT
302 Bombay Lane,
Roswell, GA 30076
13 Not Specified Not Specified Fee-Based
David Fountain
CFP®
FINANCIAL CONSULTANTS GROUP
407 East Maple Street, Suite 303,
Cumming, GA 30040
26 88,000,000 Not Specified Fee-Only
Michael Collopy
CFP®, CIMA®
VERACITY CAPITAL, LLC
2859 Paces Ferry Rd, STE #635,
Atlanta, GA 30339
12 $100,000,000 Not Specified Fee-Only
Sam Evans
MBA, CFA®
EVANS WEALTH MANAGEMENT
6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097
10 Not Specified $250,000 Fee-Only
Andrew Gullion
CFP®
EDELMAN FINANCIAL ENGINES, LLC
3460 Preston Ridge Rd,
Suite 500,
Alpharetta, GA 30005
10 Not Specified Not Specified Fee-Based
Bruce Alden
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3051 Akers Mill Rd,
Suite 110,
Atlanta, GA 30339
3355 Lenox Rd, Suite 950,
Atlanta, GA 30326
21 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
Kevin Garrett
CFS, AWMA®
INTEGRATED FINANCIAL GROUP
200 Ashford Center North,
Suite 400,
Atlanta, GA 30338
10 Not Specified 100,000 Fee-Based
Ed Sturdivant
EDELMAN FINANCIAL ENGINES, LLC
1960 Satellite Boulevard Suite 3500,
Duluth, GA 30097
19 Not Specified Not Specified Fee-Based
W. Steve Marbert
CFP®, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
RICHARD YOUNG ASSOCIATES, LTD.
205 Hudson Trace,
Augusta, GA 30907
26 Not Specified Not Specified Fee-Only
John Puckett
CFP®
LIFETIME ASSET MANAGEMENT
3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee, GA 30024
14 Not Specified 250,000 Fee-Based
Personal Capital
PERSONAL CAPITAL
3340 Peachtree Road NE,
Suite 825,
Atlanta, GA 30303
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Georgia

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# 5915870
Firm CRD# 5915870
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 1530 Habersham Place,
Cumming,
GA
30041
Phone Number 404-434-2904

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan. CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE : The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients' best interests.

About Trinity Financial Planning

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan.

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# 5439950
Firm CRD# 315101
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 302 Bombay Lane,
Roswell,
GA
30076
Phone Number 404-889-8919

Brett has over 15 years of experience focused on managing the investments and planning needs of a diverse base of families and individuals. Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Brett and his wife, Lindsey, live in Milton with their two daughters. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.

About Power Wealth Management

The mission of Power Wealth Management is to serve clients with integrity, transparency and expertise; enabling our clients to have the peace of mind and security to spend time focused on their talents and passions.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 2367858
Firm CRD# 2367858

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 407 East Maple Street, Suite 303,
Cumming,
GA
30040
Phone Number 770-627-2121

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


Qualifications CRD# 5782175
Firm CRD# 304272
Series 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 2859 Paces Ferry Rd, STE #635,
Atlanta,
GA
30339
Phone Number 678-685-3265

Custody: Fidelity Investments Fiduciary: Yes 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


Qualifications CRD# 5715560
Firm CRD# 151640

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA
30097
Phone Number 770-828-8303

After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach - one 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 wouldn't be able to place a client's interests above the corporation's at a large firm. At Evans Wealth Management, he's 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 family's 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


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 678-691-8500

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.

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.


Qualifications CRD# 1728886
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA
30339
Phone Number 678-905-2150

Office Location 3355 Lenox Rd, Suite 950,
Atlanta,GA 30326
Phone Number 678-905-2150

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 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.

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.


Qualifications CRD# 5215443
Firm CRD# 6413
Series 7, 31, 63, 65

Compensation/Fee Fee-Based


Office Location 200 Ashford Center North,
Suite 400,
Atlanta,
GA
30338
Phone Number 770-353-6311

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


Qualifications CRD# 4439470
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1960 Satellite Boulevard Suite 3500,
Duluth,
GA
30097
Phone Number 770-810-2575

Financial services is a very noble profession, and I strive to help change lives for the better each and every day I meet with clients and collaborate with colleagues. There is a beautiful sophistication in making the complicated seem simple. I continue to see those I work with respond well when we discuss issues very simply.

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.


Qualifications CRD# 2590560
Firm CRD# 126124

Compensation/Fee Fee-Only


Office Location 205 Hudson Trace,
Augusta,
GA
30907
Phone Number 706-739-0725

Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner. He is licensed in investment advice and insurance. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.

About Richard Young Associates, Ltd.

Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

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, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 8032
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee,
GA
30024
Phone Number 678-541-0866

About Lifetime Asset Management

Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans. John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
Phone Number 650-556-1310

About Personal Capital

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:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to 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.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. 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 Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Top Financial Advisor Firms in Georgia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Invesco Advisers, Inc.
1555 Peachtree Street, N.E.,
Atlanta, GA 30309
$804,869,054,793 29716 A percentage of AUM
Performance Based
Atlanta Capital
1075 Peachtree Street Ne , Suite 2100,
Atlanta, GA 30309-3912
$29,876,022,013 3588 A percentage of AUM
Performance Based
Domain Capital Advisors, Llc
1230 Peachtree Street Ne , Suite 3600,
Atlanta, GA 30309
$6,321,144,805 29 A percentage of AUM
Fixed fees
Performance Based
Other (A PERCENTAGE OF COMMITTED CAPITAL)
Asset Preservation Advisors, Llc
3344 Peachtree Road, Ne , Suite 2050,
Atlanta, GA 30326
$5,322,402,909 1629 A percentage of AUM
Hourly charges
Fixed fees
Capital Directions Llc
400 Northridge Road , Suite 350,
Atlanta, GA 30350
$3,836,000,000 4401 A percentage of AUM
Fixed fees
Montag
133 Peachtree Street , 2500 Georgia Pacific Center,
Atlanta, GA 30303
$2,514,661,818 1160 A percentage of AUM
Fixed fees
Other (RETIREMENT PLAN CONSULTING)
Stadion Money Management, Llc
1061 Cliff Dawson Rd,
Watkinsville, GA 30677
$2,442,089,754 49152 A percentage of AUM
Marco Investment Management Llc
1100 Atlanta Financial Center , 3353 Peachtree Road Ne,
Atlanta, GA 30326
$1,360,813,330 561 A percentage of AUM
Hourly charges
Oakbridge Partners, Ltd.
3630 Peachtree Road Ne , Suite 940,
Atlanta, GA 30326
$1,209,531,803 1930 A percentage of AUM
Builder Investment Group
4401 Northside Pkwy Nw , Suite 520,
Atlanta, GA 30327
$647,444,593 562 A percentage of AUM
Fixed fees
Jamison Private Wealth Management, Inc.
12630 Crabapple Road , Suite 300,
Milton, GA 30004
$551,747,874 893 A percentage of AUM
Benedict Financial Advisors, Inc.
6000 Lake Forrest Drive , Suite 550,
Atlanta, GA 30328-5901
$436,338,035 742 A percentage of AUM
Fixed fees
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
Decatur Capital Management, Inc.
150 East Ponce De Leon Avenue , Suite 150,
Decatur, GA 30030-2547
$180,052,203 30 A percentage of AUM
Carter, Terry & Company, Inc.
3060 Peachtree Rd Nw , Suite 1200,
Atlanta, GA 30305
$141,597,897 260 A percentage of AUM

    List of Additional Advisors in Georgia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Lusink
    Inquire with Brian
    3280 Peachtree Rd NE, Ste 1600, Atlanta, GA  30305 404-365-3578
    Ari Dardik
    Inquire with Ari
    3280 Peachtree Rd NE, Ste 1600, Atlanta, GA  30305 404-365-3683
    Andrew Kronitz
    Inquire with Andrew
    3280 Peachtree Rd NE, Ste 1600, Atlanta, GA  30305 404-365-3647
    Brooke Sberna
    Inquire with Brooke
    3280 Peachtree Rd NE, Suite 1900, Atlanta, GA  30305 404-266-6404
    Amy Hefner
    Inquire with Amy
    5444 Riverside Dr, 2nd, Fl, Macon, GA  31210 478-405-3357
    Alexander Blaire Financial Consulting, Inc.
    Inquire with Alexander
    295 West Crossville Road, Suite 820, Roswell, GA  30075 678-352-8800
    Alice B Neill
    Inquire with Alice
    3280 Peachtree Rd NE, Suite 1900, Atlanta, GA  30305 404-842-2266
    Bradley Cull
    Inquire with Bradley
    3280 Peachtree Rd NE, Suite 1900, Atlanta, GA  30305 404-266-5925
    Brown-Rose Wealth Management - Morgan Stanley
    Inquire with Brown-Rose
    475 Sea Island Road, St. Simons Island, GA  31522 844-224-0582
    Alexander Small
    Inquire with Alexander
    3280 Peachtree Rd NE, Ste 1600, Atlanta, GA  30305 404-365-3606
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