Find Top Financial Advisors in Roswell, Georgia

Advisors don't exist to help you beat the market. Our role is to support people who have complexity, are inexperienced, see things differently than their partner, or want backup in emotionally charged decisions.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.

Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.

4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty.

You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.

High-Income. High-Complexity. Your Strategy, Elevated. You've built something meaningful - maybe a startup, a career in tech, a creative practice, or a business that finally found its footing. But with growth comes complexity, and suddenly your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and trying to decode what to do with opportunities no one prepared you for.

That's where I come in.

I'm Mark Stancato, CFP®, EA, ECA, CRPS®, founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive, but who don't want to waste time untangling spreadsheets or second-guessing every financial move. They want clarity, confidence, and a partner they can trust.

I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through equity events, and helped creatives turn uncertain income into lasting wealth. Money isn't just about numbers - it's about freedom, leverage, and making it all mean something.

That's the lens I bring to planning. At VIP Wealth Advisors, we integrate tax prep, investment management, and strategic planning under one roof. I file your returns, manage your assets, and help you make smart moves with long-term impact. No product pushing. No jargon. Just modern, high-touch advice that simplifies the messiness and keeps you moving forward.

VIP stands for Very Intentional Planning - because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success, let's talk.

This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.

VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide something rare in wealth management: truly integrated advice under one roof. Unlike most firms that separate investment management from tax preparation, VIP combines financial planning, investment management, tax strategy, and in-house tax filing in a single relationship. The result is a streamlined experience where nothing falls through the cracks.

Our clients are high-income professionals tech executives, equity-compensated employees, real estate investors, and business owners who face complex financial lives that don't fit into cookie-cutter solutions. They turn to us for guidance on optimizing stock options and RSUs, reducing tax exposure across multiple income streams, managing real estate and K-1s, preparing for liquidity events, and coordinating estate planning. We act as a personal CFO, helping clients make smarter decisions while simplifying the moving pieces of their wealth.

We believe transparency builds trust. That's why our pricing is flat-fee, starting at $649/month, with no commissions, product sales, or asset-based charges. Clients pay for expertise and year-round support, not for transactions. To reinforce this commitment, we provide an interactive pricing calculator on our website so prospective clients can see their estimated fee upfront.

VIP Wealth Advisors works with a limited number of households to ensure a high-touch, personalized experience. Our approach is proactive, not reactive anticipating issues before they become problems and continually adapting strategies as tax laws, markets, and client priorities change.

The firm's philosophy is rooted in evidence-based investing, disciplined risk management, and tax efficiency. But beyond the technical side, we understand that money is deeply personal. We pride ourselves on discretion, clarity, and building long-term relationships where clients feel confident and understood.

Whether you're a startup founder preparing for an IPO, an executive managing complex compensation packages, a business owner planning succession, or a family balancing real estate, retirement, and education funding, VIP Wealth Advisors brings clarity to complexity. We are a modern advisory firm designed for modern wealth.

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.

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.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Tim's vast business experience includes 18 years of industrial sales and marketing positions with two Fortune 500 companies, and 30 years as a self-employed Financial Services Representative. He began his financial services career with New York Life in Atlanta. Ten years later he founded his own practice. Tim is a Chartered Financial Consultant (ChFC), a Registered Representative, an Investment Advisor Representative, a Licensed Insurance Agent, and has completed the two-year Financial Planner Program at Oglethorpe University. Tim is the owner of the Eckel Financial Network, and Rural Electric Planning Group, both located in Cumming, Georgia. The firms' primary focus is on retirement planning - managed growth and predictable income generating strategies. Income distribution planning, investment selection, Social Security maximization, healthcare planning, tax planning, and risk management are prime considerations in plan design.

Professionally, Tim conducts educational programs on the use of financial products and services for retirement. Social security, healthcare, and tax-advantaged cash accumulation and income distribution are amongst the subjects. In his leisure, Tim enjoys golf, travel, and spending time with his family. Tim resides in Cumming, GA. He has two adult children, Blake and Brittney, who are married and live in the Atlanta area. And, he has three grandchildren. His son, Blake, joined his practice ten years ago.

Building financial strength in today's environment involves more than chasing high earnings. It takes an integrated strategy that includes distribution planning, investment selection, tax planning, and risk management. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services:

Protection for the "what ifs" of life Tax management Investment management Retirement strategies Insurance and annuity products Professional money management Social Security maximization Healthcare preparedness Estate conservation and Wealth Transfer products to help you reach your goals.

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.

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.