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John D. Haire

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Financial Strategies Corp

PO Box 70007
Albany, GA 31708
(229) 888-6868

Mark J. DiGiovanni

CFP®, ChFC, MBA

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Marathon Financial Strategies

1792 Bristol Farms Ct
Grayson, GA 30017
(770) 985-0650
CONNECT WITH Mark
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Donald H. McCarty, Jr.

CFP®, ChSNC™

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Financial Decision Partners, LLC

3648 Grahams Ridge Ct
Snellville, GA 30039
(678) 808-4040

Denise G. Sowell

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Cap1tol Street Financial Services Group

21 Sims St
McDonough, GA 30253
(770) 898-0848

Andres M. Romero

ChFC, CFP®

Financial Planner

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

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

E2E Financial, LLC

5555 Glenridge Connector, Suite 200
Atlanta, GA 30342
(678) 664-9745

Scott M. Winkler

CPA/PFS,CFP®

Principal

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Winkler Financial Planning, LLC

300 Colonial Center Pkwy, Suite 100
Roswell, GA 30076

Winkler Financial Planning, LLC

3295 River Exchange Drive
Norcross, GA 30092
(770) 447-0059

Scott K. Alexander

CFP®

Manager, Financial Planning

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

Financial Advisor serving Georgia and the surrounding communities.

Synovus Securities, Inc.

7402 Hodgson Memorial Dr, Ste 205
Savannah, GA 31406
(912) 235-3714

Kenneth E. Cottingham, Jr.

CFP®

Sr Private Wealth Advisor

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

Financial Advisor serving Georgia and the surrounding communities.

Ronald Blue Trust

2100 RiverEdge Pkwy, Ste 1100
Atlanta, GA 30328
(770) 644-0500

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 1760
Atlanta, GA 30328-4599
(770) 350-9605

Erin M. Carper

CFP®

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.

Carper Wealth Management, LLC

11675 Great Oaks Way, Ste 325
Alpharetta, GA 30022
(678) 990-0012

Brian S. Staples

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Woodbury Financial Services, Inc.

1050 Crown Pointe Pkwy, Ste 1590
Atlanta, GA 30338
(770) 392-8711

Stephen A. Siders

CFP®

Partner

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

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

Odyssey Personal Financial Advisors

500 Sun Valley Dr, Ste A6
Roswell, GA 30076
(770) 992-4444

Elizabeth W. Jetton

CFP®

Consultant, Educator

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Elizabeth Jetton

5939 Reddington Way
Atlanta, GA 30328
(404) 303-6059

Lewis J. Forbes, Jr.

CDFA, CFP®, MBA, RIC

Financial Advisor/Business Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

Financial Advisor serving Georgia and the surrounding communities.

Ameriprise Financial Services, Inc.

1501 Johnson Ferry Rd, Ste 125
Marietta, GA 30062-6485
(678) 285-1201

Niv Persaud

CFP®,CDFA®,RICP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Getting...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Transition Planning & Guidance, LLC

860 Johnson Ferry Rd, Ste 140-180
Atlanta, GA 30342
(404) 829-4305
CONNECT WITH Niv
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Kevin F. McGrath

CFP®, ChSNC®

Senior Vice President--Wealth Managemwnt

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

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

UBS Financial Services Inc

3391 Windsong Court
Roswell, GA 30075
(404) 760-3145
CONNECT WITH Kevin
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Connie S. Weems-Scott

CFP®

Wealth Management Advisor

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

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

Searcy, Weems-Scott & Quinn

200 Ashford Center North, Ste 400
Atlanta, GA 30338
(800) 849-5916 x6308
(770) 353-6308

Silvio N. Silenzi

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Waddell & Reed

611 Russell Pkwy, Ste B
Warner Robins, GA 31088
(478) 599-0380

Robert J. Ostapower, Jr.

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Johns Creek Wealth Management

11255 Parsons Road, Suite 200
Johns Creek, GA 30097
(678) 319-0111

Marta Shen

CFP®, JD, CPA

Senior Vice President - Wealth Management

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

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

Spring Street Financial of Raymond James

3050 Peachtree Rd, NW, Suite 600
Atlanta, GA 30305

Spring Street Financial of Raymond James

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
(770) 672-8228

Serina Shyu

MBA, CFP®

Advisor

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

Financial Advisor serving Georgia and the surrounding communities.

211 Perimeter Center Pkwy, Ste 1025
Atlanta, GA 30346
(770) 392-8706
CONNECT WITH Serina
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Kate D. Finley

CFP®, CRPC

Portfolio Manager

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Synovus Trust Company

1137 First Ave
Columbus, GA 31901
(706) 644-0556

Kelly J. Goldsmith

CFP®, CLTC, FIC

Financial Representative

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

Financial Advisor serving Georgia and the surrounding communities.

Thrivent Financial

2385 Clower St, Ste C
Snellville, GA 30078
(770) 982-0420
CONNECT WITH Kelly
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James M. Toney

CFP®, ChFC

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

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

Country Financial

2092 Scenic Hwy, Ste. A
Snellville, GA 30078
(770) 985-9757

William N. Keen

CFP®, ChFC, CLU

President

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

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

Keen Advisor Group

202 Abbey Court
Alpharetta, GA 30004
(678) 456-4049

Patrick G. Renn

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

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

The Renn Wealth Management Group. Inc

3205 Paces Ferry Pl NW
Atlanta, GA 30305-1308
(404) 467-9882

Lia Bertelson

CFP®

Adviser

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Together Planning

10929 Crabapple Road, Suite 203-D
Roswell, GA 30075
(470) 443-1808
CONNECT WITH Lia
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Kalah E. Martre

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Kalah Martre

620 Brington Close
Johns Creek, GA 30022

Kalah Martre

620 Brington Close
Johns Creek, GA 30022

John Gjertsen

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

BlueSky Wealth Advisors, LLC

5607 Forkwood Drive NW
Acworth, GA 30101
(252) 633-0107
(252) 633-0107
CONNECT WITH John
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