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 Atlanta, 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 Atlanta, GA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jeffery Wright
CFA
Wright Wealth LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Wealth Management, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Andrew Langdon
CFP®, CSLP®, EA, MBA
VetWorth
Peachtree City, GA
Specialties: Retirement Planning, Tax Planning, Student Loan Analysis, Comprehensive Financial Planning, College Education Planning, Investment Management, Protection Planning
Fee-Only financial planner serving veterinarians locally in the Atlanta area and virtually across the country
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
Chris Hardy
CFP®, ChFC®, CLU®, EA, AIF®
Paramount Investment Advisors
Buford, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
NAPFA Registered, Fee-Only Financial Planner located in Buford, GA and Serving the Greater Atlanta, Alpharetta, Cumming, Suwanee, Johns Creek and Roswell Area
David E. Barfield
CFP®
Datapoint Financial Planning, LLC
Canton, GA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits Analysis
Hourly Financial Planning
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Jovan Johnson
MBA, CFP®, CPA/PFS
Piece of Wealth Planning LLC
Decatur, GA
Specialties: Comprehensive Financial Planning, Small Business Accounting, Small Business Taxes, Tax Planning, Tax Preparation, Investment Management, Retirement Income Planning, College Education Planning, Charitable Giving, Estate Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions, Cash Flow Planning
Piece of Wealth Planning LLC is an Atlanta-based small business accounting and fee-only financial planning firm dedicated to serving small business owners, established professionals, and medical professionals.
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Curt Stowers
CFP®, PhD, MS
F5 Financial
McDonough, GA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning
Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.
Richard Bean
CFA, CPA
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Chloe Moore
CFP®
Financial Staples
Atlanta, GA
Specialties: Comprehensive Financial Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions, Tax & Estate Planning, Career Coaching & Management
Serving tech professionals locally and across the country
Contey Smith
CFP®
Motus Wealth
Atlanta, GA
Specialties: Equity Compensation, Investment + Portfolio Management, Legacy Planning, Cash Flow + Tax Planning, Retirement Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Darren Beck
CFP®, MBA
Pathway Financial Advisors
Atlanta, GA
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Brad Robinson
CFA®, CFP®
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Renée Weese
CFP®, MBA
Nora Wealth Advisors, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Cliff O'Conner
ChFC®, CPWA®, CIMA®
C.W. O'Conner Wealth Advisors, Inc
Duluth, GA
Specialties: Business advisory, Wealth management, Investment management, College education planning, Tax planning, Retirement planning, Estate planning, Insurance coordination, Financial planning
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Leslie Trowbridge
CFP®
Family First Financial Planning
Cornelia, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Georgia and Florida, and where allowed in other states.
Chris Moore
CFP®
Moore Family Financial, an office of CGN Advisors, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and virtually across the country
Lane Mullinax
JD, CFP®, MBA, CRPS®
NPV Advisory Services, LLC
Cartersville, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only and Fiduciary since 2004.
Lauren Way-Dobson
M.S., CFP®, CAP®
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Thomas Quinn
CFA, CPA
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Dan Mahoney
CFP®
True Square Financial
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Lindsay Elwood
CFP®
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Kaya Ladejobi
CFP®, MBA
Earn Into Wealth Strategies
Atlanta, GA
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning
Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.
Robby Schultz
CFP®, ChFC®, CPWA®
Rollins Financial Advisors, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Distribution Planning, Retirement Account Strategies, Investment Management & Tax Planning
Robby is a Fee-Only financial planner located in Atlanta (Buckhead) serving clients locally and across the country
John Stoj
MBA
Verbatim Financial
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Flat-Fee, Fee-Only financial planner located in Sandy Springs, GA, serving clients locally and across the country
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Bradley Hilton
CFP®
Sonas Financial Planning
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
We help individuals, families, and business owners like you create and enjoy financial freedom. Fee-Only financial planner located in Atlanta, Brookhaven, Chamblee, and Dunwoody Georgia serving clients locally and across the country.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Ian Clemens
CFA®, CFP®
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Cannon Carr
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Helen Ngo
CFP®
Capital Benchmark Partners, LLC
Atlanta, GA
Specialties: Personal & Business Tax Planning, Planning for New Businesses, Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Scott Mackenzie
CFP®, CIMA®, CLU®, MBA
Private Family Wealth Advisors
Atlanta, GA
Specialties: Comprehensive Financial Planning, Holistic Wealth Management, Retirement Income Planning, Estate Financial Planning, Portfolio Management, Alternative Investments, Risk Management, Cash Management
A highly selective wealth management firm based in Atlanta, GA. We're more than wealth management—we’re your strategist and therapist.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group
Atlanta, 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.
Matthew Fassnacht
CFA, CFP®, CPA
Meridian Investments
Atlanta, GA
Specialties: Investment Management, Tax Minimization Planning, Comprehensive Financial Planning, Retirement Income Planning
We Are An Independent Fee-Only Fiduciary Wealth Management Firm located in Atlanta, GA specializing in Investments and Minimizing Taxes. We serve clients locally and across the country virtually.
Christian Mauser
CFP®, CIMA®, CRC®, CRPC®, RMA®
ATLas Investment Advisors
Cumming, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only investment advisor located in Cumming, GA, serving clients locally and across the country
Scott Beaudin
CFP®, CPA/PFS
Pathway Financial Advisors
Atlanta, GA
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Edward Kerns
CFP®, CDFA®
FOOTLAMP
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Solving TIAA complexity
I help mid to late career university professionals simplify the complexities of their retirement benefits and create optimal strategies to secure their financial future, so they can focus on teaching, research, and spending quality time with family a
Ray Peebles
EP Wealth Advisors
Atlanta, GA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Ben Loughery
CFP®, CRPC™
Lock Wealth Management
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Corporate Retirement Plans for Businesses
Helping you feel safe along the way whether building, protecting, or using your wealth. Located in Atlanta, GA, serving clients locally and across the country.
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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)
