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Bryan M. Totri

CFP®

Director of Financial Planning

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.

St. John & Associates, Inc.

500 Sun Valley Dr, Ste D4
Roswell, GA 30076-5636
(770) 642-7631

J. Jerri Hewett

CFP®

President

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.

Wealth Horizon, Inc.

2750 Peachtree Industrial Blvd, Ste B
Duluth, GA 30097-2202
(770) 840-8440

James D. Loftin

CFP®

CEO

Specialties: Banking, Charitable & Planned Giving, Buying a Home, Bankruptcy, Employee Benefits,...More

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

GER Loftin Wealth Advisors, LLC

3500 Lenox Rd NE, Ste 1500
Atlanta, GA 30326
(404) 419-2311

Mike Tarrant

CFP®

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.

Integrated Financial Group

200 Ashford Center North, Suite 400
Atlanta, GA 30338
(770) 353-6414
CONNECT WITH Mike
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Philip C. Beatty

CFP®, CPA

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

Financial Advisor serving Georgia and the surrounding communities.

SignatureFD

1230 Peachtree St NE, Ste 1800
Atlanta, GA 30309
(404) 253-7600 x4854

B. Kenneth Townsend, Jr.

CFP®

Partner

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Townsend Wealth Management

6960 Wethersfield Rd.
Columbus, GA 31904
(706) 221-8200

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

Terry P. Ford

CFP®

Financial Planner

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

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

Strategic Stewardship

3221 S Cherokee Ln, Ste 1810
Woodstock, GA 30188
(678) 888-0419

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

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

Patrick M. Dailey

CFP®

President & CEO

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Capital Endurance Group

11175 Cicero Drive, Ste 100
Alpharetta, GA 30022
(833) 339-4455
(678) 646-6776
CONNECT WITH Patrick
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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

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

Jeffrey E. Wilson

CFP®

Managing Partner

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

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

Wilson Financial Group, LLC

1325 Satellite Blvd NW, Ste 103
Suwanee, GA 30024
(770) 447-9426

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
(770) 649-9779

Wesley N. Hackney

CFP®

Associate

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Marietta Wealth Management

472 N. Sessions St., Unit 24
Marietta, GA 30060
(678) 918-9135

Jane B. Nowak

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

SouthBridge Advisors

533 C Johnson Ferry Rd NE, Suite 200
Marietta, GA 30068
770-436-4097 x110
CONNECT WITH Jane
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Montague L. Boyd

CFP®

Senior V P

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

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

Stephens Inc.

3344 Peachtree Rd NE, Ste 1600
Atlanta, GA 30326
(404) 461-5158

Derek A. Peterson

CFP®, RICP®

Financial Consultant

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

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

Thrivent Financial

3901 Roswell Rd NE; Ste. 200, Suite 200
Marietta, GA 30062
(770) 565-9912

Donald A. Stringfield

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Rosen Capital Management, Inc.

119 Calloway Dr
Macon, GA 31204
(478) 731-3659

John Colegrove

CFP®

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.

Calder & Colegrove Investment Group

4485 Tench Rd Ste 2510
Suwanee, GA 30024

Calder & Colegrove Investment Group

4485 Tench Rd Ste 2510
Suwanee, GA 30024
(678) 482-0686

E. Forrest Wise

CFP®

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

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

E.F. Wise Planning, LLC

4525 Callaway Crest Dr
Kennesaw, GA 30152
(770) 424-5292

Robinson Mertilus

CFP®

Vice President

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Diversified Trust Company

400 Galleria Pwy SE, Suite 1400
Atlanta, GA 30339
(770) 226-5333

Brian Blackwell

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.

1025 Virginia Ave
Atlanta, GA 30354
(404) 946-4969
CONNECT WITH Brian
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Donald M. Kowalsky

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Kowalsky Tax & Financial Consulting

2800 Shallowford Rd NE, Ste A
Atlanta, GA 30341-5217
(770) 455-0030

Daniel P. Mahoney

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.

True Square Financial LLC

2221 Peachtree Rd NE Suite D-221
Atlanta, GA 30309
(404) 975-2720
CONNECT WITH Daniel
  • linkedin link

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

Jeff Bernier

CFP®, ChFC, CFS

President and Chief Investment Officer

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

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

3295 River Exchange Drive, Suite 561
Norcross, GA 30092

Winkler Financial Planning, LLC

300 Colonial Center Pkwy
Roswell, GA 30076
(770) 447-0059