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133 Financial Planners in Georgia
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DeWitt T. Weaver, III

CFP®

President

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Weaver Capital Management, LLC

5400 Laurel Springs Pkwy, Ste 303
Suwanee, GA 30024
(678) 341-1333

Ronald E. Kibbe

CFP®

Client Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Mercer Advisors

555 North Point Center East, Suite 510
Alpharetta, GA 30022
(800) 335-8808
+1 More Number
(800) 335-8808

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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Jack S. Cohen

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

RW Baird

555 N Point Center E, Ste 500
Alpharetta, GA 30022
(678) 762-3010

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

6470 E Johns Xing, Ste 230
Duluth, GA 30097-1540
(404) 419-2311

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

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

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

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

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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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

David C. Whitmore, Jr.

MSFS, CFP®, CLU®

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.

Family Wealthcare, LLC

869 Haven Oaks Ct NE
Atlanta, GA 30342-4348
(203) 470-0909

Niv Persaud

CFP®,CDFA®,RICP®

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

Julie R. Bates

CFP®, ChFC®

Managing Director

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.

Delta Community Retirement & Investment Services

1025 Virginia Avenue
Atlanta, GA 30354
(800) 544-3328
+1 More Number
(404) 677-4890

Taylor S. Manry

CFP®

Principal

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

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

Sugarloaf Wealth Management

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

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

Bryan Rea

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Capital Investment Advisors

10 Glenlake Pkwy, ste 1000
Atlanta, GA 30328-7249
(404) 531-0018

Matt A. Fassnacht

CFP®, CFA, CPA

Managing Partner

Specialties: Comprehensive Financial Planning, Arbitration & Mediation, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Meridian Investments

2475 Northwinds Parkway, STE 200
Alpharetta, GA 30009
+ 1 More Address

Meridian Investments

1000 Parkwood Cir SE
Atlanta, GA 30339-2140
(404) 585-5946
+1 More Number
(404) 585-5946
CONNECT WITH Matt
  • linkedin link

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
(770) 627-2121
CONNECT WITH David
  • facebook link
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  • youtube link

Malik S. Lee

CFP® , CAP®

Managing Principal

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

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

Felton & Peel Wealth Management

Two Ballpark Center, 800 Battery Avenue SE, Suite 100
Atlanta, GA 30339
(800) 822-7068
+1 More Number
(800) 822-7068
CONNECT WITH Malik
  • facebook link
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  • youtube 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

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

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

Alan McKnight

DBA, CFP®

Principal and Senior Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Kays Financial Advisory Corporation

200 Galleria Parkway, Ste 1150
Atlanta, GA 30339
(770) 951-9001

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
+ 1 More Address

Paramount Investment Advisors, Inc

4315 S Lee Street
Buford, GA 30518
CONNECT WITH Chris
  • twitter link
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Jeana Salman

AIF®, CFP®,

Practice Manager and Wealth Advisor

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.

Delta Community Retirement & Investment Services

3250 Riverwood Pkwy SE
Atlanta, GA 30339
(404) 677-4890
CONNECT WITH Jeana
  • linkedin link