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James W. Heard

CFP®

President

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Georgia and the surrounding communities.

TrueWealth

3630 Peachtree Rd, Ste 300
Atlanta, GA 30326
(404) 487-0500

John A. Locke

CFP®, CLU, ChFC

President

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

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

Cornerstone Advisors Group, LLC

5775 Peachtree Dunwoody Rd, Ste C-260
Atlanta, GA 30342
(404) 444-2806

Russell E. Holcombe

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Holcombe Financial, Inc.

4151 Ashford Dunwoody Rd NE, Ste 165
Atlanta, GA 30319-1458
(404) 257-3317

Lee A. Baker

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Career...More

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

Apex Financial Services

2295 Parklake Drive, Suite 456
Atlanta, GA 30345
(770) 934-8686

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

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

Bruce R. Olmstead

CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Summit Brokerage Services, Inc.

320 West Lanier Ave, Suite 150
Fayetteville, GA 30214
(770) 460-5771

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

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

Herschel V. Clanton

CFP®, CLU, MBA

President

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

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

Chancellor Wealth Management, Inc.

100 Galleria Pkwy SE, Suite 995
Atlanta, GA 30339
(770) 661-0283

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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Charles L. Germany

CPA/PFS/CFP®

Sr. Private Wealth Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Ronald Blue & Co., LLC

1600 River Edge Pkwy, Ste 310
Atlanta, GA 30328
(770) 308-2728

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

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

Matt B. Barber

CFA, CFP®

Senior Planning Associate

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

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

SignatureFD

1230 Peachtree St NE, Ste 1800
Atlanta, GA 30309
(404) 573-4846

Mark A. Beaver

CFP®

Managing Partner

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

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

Benedict Financial Advisors, Inc.

6000 Lake Forrest Drive, Suite 550
Atlanta, GA 30328
(770) 671-8228

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

Catherine G. Turner

CFP®, ChFC

President

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

Financial Advisor serving Georgia and the surrounding communities.

Navigational Wealth Planning, Inc.

1827 Powers Ferry Rd, Bldg 4, Ste 200
Atlanta, GA 30339
(770) 226-0558

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

407 E Maple St, Ste 303
Cumming, GA 30040

Fountain Financial Advisors

12600 Deerfield Parkway
Alpharetta, GA 30004
(770) 627-2121
CONNECT WITH David
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Cal Anderson

CFP®, CLU®

Financial Advisor

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

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

Ameriprise Financial

11175 Cicero Dr, Suite 450
Alpharetta, GA 30022
(770) 776-2873
CONNECT WITH Cal
  • linkedin link

Jacqueline Schadeck

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

4401 Northside Parkway, 423
Atlanta, GA 30327
(423) 401-8973
CONNECT WITH Jacqueline
  • facebook link
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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

Robert W. Law

CFP®

President/CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable &...More

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

Creative Financial Group

3400 Overton Park Dr, Suite 600
Atlanta, GA 30339
1800-435-8526
(770) 913-9704

Anthony C. Smith

JD, CFP®

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

Financial Advisor serving Georgia and the surrounding communities.

Anthony Smith Advisors, Inc.

2625 Brookdale Dr NW
Atlanta, GA 30305
(404) 917-2727

Robert E. Schultz, III

CFP®

Principal/Wealth Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Rollins Financial Inc

3343 Peachtree Road NE Suite 500
Atlanta, GA 30326
(404) 892-7967
CONNECT WITH Robert
  • linkedin link

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
  • linkedin link

Justin Porter

CPA, CFP®(r), JD

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Porter Wealth Management, LLC

691 John Wesley Dobbs Ave NE, Unit D
Atlanta, GA 30312-1669
(404) 954-2720
CONNECT WITH Justin
  • facebook link
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Matthews Barnett

CFP®, ChFC®, CLU®

Financial Planning Specialist

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Wiser Wealth Management

125 Church St NE, Ste 220
Marietta, GA 30060-1948
(678) 905-4450
CONNECT WITH Matthews
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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

410 Peachtree Pkwy Bldg 400, Suite 4245
Cumming, GA 30041

Paramount Investment Advisors, Inc

3449 Lawrenceville Suwanee Road
SUWANEE, GA 30024
CONNECT WITH Chris
  • twitter link
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