What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Athens, GA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Athens, GA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Lindsay Elwood
CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Phillip Hulme
MBA
Stars & Stripes Financial Advisors
Douglasville, GA
Specialties: Comprehensive Financial Planning, Hourly Financial Advice, Investment Management, Retirement Income Planning, Tax Planning
Serving military veterans and service members throughout the Atlanta, GA area and across the country
Lauren Way
M.S., CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
