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120 Financial Planners in Georgia
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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

James D. Loftin

CFP®, CKA®, AIF®

CEO/Founder/Owner

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

6470 E Johns Crossing, Ste 230
Duluth, GA 30097-1540
(888) 556-3846

Jeffrey M. Swygert

CFP®

Partner

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

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

Fuller & Company

5909 Peachtree-Dunwoody Rd, Ste 450
Atlanta, GA 30328
(404) 257-9588 x134

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

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

Arthur J. Aube

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Georgia and the surrounding communities.

A & M Tax & Accounting Svcs., In

150 Pioneer Dr
Athens, GA 30605-4016
(706) 543-0215

Brian P. O'Neill

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning, Mutual...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Cahaba Wealth Management

1075 Peachtree St NE, Ste 2150
Atlanta, GA 30309
(404) 549-7678

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

3215 S Cherokee Ln, Ste 1630
Woodstock, GA 30188
(678) 888-0419

Brian S. Staples

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

211 Perimeter Center Pkwy NE, Suite 1025
Atlanta, GA 30346-1308
(770) 392-8711

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

Chloe A. Moore

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Financial Staples, LLC

2020 Howell Mill Road, Suite D-318
Atlanta, GA 30318
(770) 742-8609
CONNECT WITH Chloe
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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
+1 More Number
(770) 353-6308

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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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

MaryJane M. LeCroy

CFP®

CFO/COO

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Wealth & Pension Services Group

2727 Paces Ferry Rd, SE, Bldg 2, Ste 1475
Atlanta, GA 30339
(877) 217-5972
+1 More Number
(770) 333-0113 x111

Lindsay Elwood

CFP®

Founding Partner & CEO

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Elwood & Goetz Wealth Advisory Group

687 S. Milledge Ave
Athens, GA 30605
+ 1 More Address

Elwood & Goetz Wealth Advisory Group

490 Brasfield Sq SE
Atlanta, GA 30316-6813
(706) 548-1025

Tyler A. Townsend

CFP®, CFA

Managing Partner

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Townsend Wealth Management

6867 Mountainbrook Dr, Ste 102
Columbus, GA 31904
(706) 221-8200

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
  • linkedin link

Christopher D. Pullaro

CFP®

Managing Director

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

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

Catalyst Wealth Management

5400 Laurel Springs Pkwy, Ste 203
Suwanee, GA 30024
(678) 679-6950

Christopher D. Greene

CFP®

CERTIFIED FINANCIAL PLANNER™ 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

Kelly J. Goldsmith

CFP®,CLTC,CASL,RICP

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

292 S Culver St
Lawrenceville, GA 30046-4806
(770) 982-0420
CONNECT WITH Kelly
  • facebook link

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

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

James George Malatos

CFP®

Wealth Management

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

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

3560 Lenox Rd Ne, Suite 2800
Atlanta, GA 30326
(404) 760-3040
CONNECT WITH James
  • linkedin link

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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Preston M. Henry

CFP®, CIMA®

Director of Financial Planning

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Sugarloaf Wealth Management, LLC

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

Patrick Moore

CFP®

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

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

1566 N Druid Hills Rd NE
Brookhaven, GA 30319-3868
(404) 500-9288
CONNECT WITH Patrick
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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.

12600 Deerfield Parkway, Suite 100
Alpharetta, GA 30004
+ 1 More Address

Financial Consultants Group, Inc.

1080 Sanders Road
Cumming, GA 30041
(770) 627-2121
CONNECT WITH David
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