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Frances H. Levine

CFP®, CRPC®

Vice President

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Morgan Stanley Wealth Management

3280 Peachtree Rd NE, Ste 1900
Atlanta, GA 30305
(404) 266-6602

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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Robert J. Fordham

CFP®

President

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

Financial Advisor serving Georgia and the surrounding communities.

Fordham Financial Services, Inc

792 Grassmeade Way
Snellville, GA 30078
(770) 736-6854

Chris B. Reynolds

CFP®, ChFC

Financial Advisor

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

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

Ameriprise Financial Advisors

3790 Holcomb Bridge Rd, Ste 202
Peachtree Corners, GA 30092
(770) 248-2888 x101

Robert F. Fezza

CFP®

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

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

Odyssey Personal Financial Advisors

500 Sun Valley Dr, Ste A-6
Roswell, GA 30076
(770) 992-4444 x3

Caleb Brown

MBA, CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

New Planner Recruiting, LLC

1860 Barnett Shoals Rd
Athens, GA 30605
(888) 666-1021

Michael J. Smith

CFP®

Senior Vice President

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

RTD Financial Advisors, Inc

RTD Financial, Two Ravinia Drive
Atlanta, GA 30346
(800) 893-4725
(800) 893-4725
CONNECT WITH Michael
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Laura J. LaTourette

CFP®

LPL Registered Principal

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

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

Family Wealth Management Group

81 Crown Mountain Pl, Bldg A Ste 500
Dahlonega, GA 30533
(706) 864-8631
CONNECT WITH Laura
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Jerome T. Hansen

CFP®, CLU, ChFC, MBA

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

Financial Advisor serving Georgia and the surrounding communities.

Jerome Hansen

1325 Satellit Blvd NW, Ste 1406
Suwanee, GA 30024
(678) 407-4445

Andrew M. Brown

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Brown Wealth Management LLC

931 Commercial St
Conyers, GA 30012
(770) 918-0702
CONNECT WITH Andrew
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Gerald M. Lowe

CFP®

Managing Director

Specialties: Estate Planning, Investment Management, Employee Benefits, Retirement, Stocks & Bonds

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

Alex. Brown

3414 Peachtree Rd NE, Ste 900
Atlanta, GA 30326
(404) 266-5054

Raymond D. Branton

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Georgia and the surrounding communities.

Erwin and Branton, CPA'S, LLC

200 E College St
Griffin, GA 30224-4348
(770) 228-0777

Darrin S. Cohen

CFP®, CRFA

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

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

Wealth Enhancement & Preservation

5755 N Point Pkwy, Ste 232
Alpharetta, GA 30022
(678) 739-0175 x3

Paul Jacobs

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Palisades Hudson Financial Group LLC

3340 Peachtree Road NE, Suite 1545
Atlanta, GA 30326
(678) 500-8620

Karen Lee

CFP®, CLU, ChFC, MSF

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

Financial Advisor serving Georgia and the surrounding communities.

Karen Lee and Associates, LLC

200 Ashford Center N, Ste 400
Atlanta, GA 30338
(770) 353-6312

Chris Hardy

CFP®, EA, ChFC, CLU

Director of Planning

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Paramount Investment Advisors, Inc

3449 Lawrenceville Suwanee Road, Suite E
SUWANEE, GA 30024

Paramount Investment Advisors, Inc

410 Peachtree Pkwy Bldg 400
Cumming, GA 30041
(678) 865-4227
CONNECT WITH Chris
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Alan Anderson

CFP®

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.

Carlyle Wealth Management

5 Concourse Pkwy NE, Ste 3000
Atlanta, GA 30328-7106
(800) 446-6369
(770) 956-8775

Ryan Pope

CFP®

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

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

Modera Wealth Management

555 Glenridge Connector, Ste 150
Atlanta, GA 30342
(678) 833-1166

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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Kelly T. Renner

CFP®

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

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

Life Strategies FP

3540 Wheeler Rd, Ste 304
Augusta, GA 30909
(706) 210-3535
CONNECT WITH Kelly
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Britt C. Bazemore

CFP®, CPA

Financial Advisor

Specialties: Comprehensive Financial Planning

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

KingsMark Private Financial Advisors

601 Pointe North Blvd
Albany, GA 31721-1514
(229) 439-2348
CONNECT WITH Britt
  • linkedin link

Christopher D. Greene

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

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

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

LPL Financial

PO Box 2175
Cleveland, GA 30528
(706) 219-1664

Matthews Barnett

CFP®, ChFC®, CLU®

Financial 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.

Northwestern Mutual - Atlanta

3438 Peachtree Road NE, Suite 1200
Atlanta, GA 30326
(404) 666-4807

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

Michael R. Lipsey

CFP®

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

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

Longview Wealth Management

1100 Johnson Ferry Rd, Ste 320
Atlanta, GA 30342
(404) 843-3100

Lewis J. Walker

CFP®, CRC, CEPA

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

Financial Advisor serving Georgia and the surrounding communities.

Life Transitions Advisors, LLC

3930 E Jones Bridge Rd, Ste 150
Peachtree Corners, GA 30092
(770) 441-2603

Nelson Holland

CFP®, ChFC, CLU

President

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

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

Holland Financial Services, Inc.

1 Huntington Rd, Ste 804
Athens, GA 30606
(888) 457-7161
(706) 369-8888

Henry Spil

CFP®, CPA, RMA

Specialties:

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Magellan Tax Consultants, LLC

2317 Coosawattee Dr NE
Brookhaven, GA 30319

Magellan Tax Consultants, LLC

4170 Ashford Dunwoody Road
Brookhaven, GA 30319
(404) 432-5497

Leslie T. Trowbridge

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Family First Financial Planning

352 Hoyt Street South
Cornelia, GA 30531

Family First Financial Planning

850 NW Federal Hwy
Stuart, FL 34994-1019
(772)320-5511
CONNECT WITH Leslie
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David L. Fountain

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Fountain Financial Advisors

12600 Deerfield Parkway
Alpharetta, GA 30004

Fountain Financial Advisors

407 E Maple St
Cumming, GA 30040
CONNECT WITH David
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