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120 Financial Planners in Georgia
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James W. Hankinson

CPA/PFS, CFP®, CFA

Managing Member

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Hankinson Wealth Advisors LLC

1041 Parkside Commons, Suite 103
Greensboro, GA 30642
(706) 454-0790

Scarlott L. Cagle

MS-PFP, CFP®, EA

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Wealthcare Capital Management, LLC

PO Box 3837
Decatur, GA 30031
(404) 414-0304

Steven D. Humphrey

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

George M. Hiller Companies LLC

3414 Peachtree Rd NE, Ste 1110
Atlanta, GA 30326
(404) 365-0222

Barry H. Kaplan

CFP®, EA

Principal and Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Modera Wealth Management

5555 Glenridge Connector, Ste 150
Atlanta, GA 30342
(678) 833-1110

Kathryn Edmunds

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Georgia and the surrounding communities.

The Renn Wealth Management Group

3205 Paces Ferry Pl
Atlanta, GA 30305
(404) 467-9882

Mike Tarrant

CFP®

Founder & Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Tarrant Financial

200 Ashford Center North, Suite 400
Atlanta, GA 30338
(770) 353-6414
CONNECT WITH Mike
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James P. Byers, II

CFP®,CPA

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Investment...More

Financial Advisor serving Georgia and the surrounding communities.

Clearbridge Wealth Management

7000 Central Pkwy, Ste 1650
Atlanta, GA 30328-4599
(770) 350-9605

James A. Daniel

CFP®, CFA, CMT, EA

Fee-Only Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Personal Taxes

Fee Only Financial Advisor serving Georgia and the surrounding communities.

The Advisory Firm, LLC

12600 Deerfield Parkway, Suite 100
Alpharetta, GA 30004
(678) 566-3711
CONNECT WITH James
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Barbara McCormack

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

MCormack Financial Planning

2002 Summit Blvd Suite 1275
Atlanta, GA 30319
(404) 236-7316

Jeffrey D. McClenning

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Capital Insight Group

3930 E Jones Bridge Rd, Ste 150
Peachtree Corners, GA 30092
(800) 356-5336
+1 More Number
(770) 441-3553
CONNECT WITH Jeffrey
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Andrew M. Sperry

CFP®

Registered Representative

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Financial Advisor serving Georgia and the surrounding communities.

Sperry Financial Services

10929 Crabapple Rd, Suite 103
Roswell, GA 30075-5800
(800) 525-0539
+1 More Number
(770) 649-9779

Marta Shen

CFP®, JD, CPA

Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Business Taxes, Investment Management,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Mainspring Wealth Advisors

3050 Peachtree Rd, NW, Suite 600
Atlanta, GA 30305
+ 1 More Address

Mainspring Wealth Advisors

1201 Third Ave
Seattle, WA 98101
(404) 564-9090

Travis M. James

CFP®

Managing Partner

Specialties: 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Mutual Funds, Retirement,...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Benedict Financial Advisors, Inc

6000 Lake Forrest Drive, Suite 550
Atlanta, GA 30328
(800) 678-8227
+1 More Number
(770) 672-8228

Ray Dunlap

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Dunlap & Associates Wealth Management

1401 Georgian Park, Ste 210
Peachtree City, GA 30269-6974
(800) 416-7870
+1 More Number
(770) 632-2674

Julie R. Bates

CFP®, ChFC®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Delta Community Retirement & Investment Services

1025 Virginia Avenue
Atlanta, GA 30354
(800) 544-3328
+1 More Number
(404) 677-4890

Taylor S. Manry

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Sugarloaf Wealth Management, LLC

2055 Sugarloaf Circle, Suite 200
Duluth, GA 30097
(770) 985-5473

Serina Shyu

MBA, CFP®, AIF®

LPL Associate Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Delta Community Retirement & Investment Services

1025 Virginia Ave
Atlanta, GA 30354-1319
(404) 677-4890
CONNECT WITH Serina
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Felicia Voloschin

CFP®

CPA, CFP

Specialties: Business Taxes, Life Planning, Personal Taxes

Financial Advisor serving Georgia and the surrounding communities.

Life's Business, Inc.

2472 Jet Ferry Rd, Ste 400-226
Atlanta, GA 30338
(770) 481-0903

David L. Fountain

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Financial Consultants Group, Inc.

1080 Sanders Road, Suite 300
Cumming, GA 30041
+ 1 More Address

Financial Consultants Group, Inc.

12600 Deerfield Parkway
Alpharetta, GA 30004
(770) 627-2121
CONNECT WITH David
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Diana L. Avery

CFP®

Financial Advisor

Specialties:

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Avery Financial Services

One Hartsfield Centre, 100 Hartsfield Pkwy
Atlanta, GA 30354
(678) 595-4835

Jack C. Harmon

CFP®, CIMC

Principal

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Georgia and the surrounding communities.

Harmon Financial Advisors, Inc.

400 Perimeter Center Ter NE, Suite 850
Atlanta, GA 30346
(800) 861-5733
+1 More Number
(770) 394-5225

David A. Saltzman

CFP®, CIMA, CRPC

Senior Vice-President - Investments

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Georgia and the surrounding communities.

UBS Financial Services

12600 Deerfield Pkwy, Ste 400
Alpharetta, GA 30004
(800) 243-2123
+1 More Number
(678) 518-3629

Scott Clanton

MS, CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Georgia and the surrounding communities.

Chancellor Wealth Management

100 Galleria Parkway, Suite 995
Atlanta, GA 30339
(770) 661-0280
CONNECT WITH Scott
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Josh Chamberlain

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Chamberlain Financial Advisors

124 Glenn Cir
Decatur, GA 30030-1924
(678) 938-0372

Stephen Dyer

CFP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Optimal Wealth Strategies

1223 George C Wilson Dr
Augusta, GA 30909-4502
(706) 814-0178
CONNECT WITH Stephen
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Fuller Callaway, IV

CFP®, CAP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Life Planning

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Morgan Stanley

3280 Peachtree Rd NE, Ste 1900
Atlanta, GA 30305-2452
(404) 264-4289

Jeff Bernier

CFP®, ChFC, CFS

President and Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

TandemGrowth Financial Advisors, LLC

3820 Mansell Rd, Ste T30
Alpharetta, GA 30022
(770) 641-6360
CONNECT WITH Jeff
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Michael J. Robertson

CFP®, EA

CEO

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Robertson Financial Group

5103 Chamblee Tucker Rd
Tucker, GA 30084
(770) 934-2510

B. Brandon Mackie

CFP®

Senior Wealth Advisor

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Mariner Wealth Advisors

1436 Falkirk Ln NW
Kennesaw, GA 30152-6700
+ 1 More Address

Mariner Wealth Advisors

400 Northridge Rd
Atlanta, GA 30350-3349
(404) 840-2557
CONNECT WITH B. Brandon
  • linkedin link

Cecil Pope Staton, III

CFP®, CSLP®

President & Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Arch Financial Planning, LLC

6316 Peake Rd
Macon, GA 31210-3960
+ 1 More Address

Arch Financial Planning, LLC

196 Alps Rd
Athens, GA 30606
(706) 204-9068
CONNECT WITH Cecil
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