Fee-Only Financial Advisors in Georgia

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Georgia area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Georgia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Edward Kerns

CFP®, CDFA®

FOOTLAMP FINANCIAL

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Solving TIAA complexity

I am a flat-fee retirement income planner to clients in East Alabama, metro Atlanta, and virtually across the country. I specialize in serving age 50+ clients in or near retirement and meeting the unique needs of higher education professionals.

Phillip Hulme

CFP®, MBA

Stars & Stripes Financial Advisors

Douglasville, GA

Specialties: Comprehensive Financial Planning, Hourly Financial Advice, Investment Management, Retirement Income Planning, Tax Planning

Serving military, veterans and their families throughout the Atlanta, GA area and across the country

David E. Barfield

CFP®

Datapoint Financial Planning, LLC

Canton, GA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits Analysis

Hourly Financial Planning

Christian Mauser

CFP®, CIMA®, CRC®, CRPC™®, RMA®

ATLas Investment Advisors

Alpharetta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only investment advisor located in Cumming, GA, serving clients locally and across the country

Robby Schultz

CFP®, ChFC®, CPWA®

Rollins Financial Advisors, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Distribution Planning, Retirement Account Strategies, Investment Management & Tax Planning

Robby is a Fee-Only financial planner located in Atlanta (Buckhead) serving clients locally and across the country

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

Alden Shmerling

CFP®, CPWA®, CDFA®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Melissa Barron

CFP®, ChFC®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Richard O'Donnell

CFP®

Savant Wealth Management

Atlanta, GA

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

Paul Culbreth

CFP®

Culbreth Wealth Management, LLC

Dacula, GA

Specialties: Comprehensive Financial Planning, Tax Planning, Wealth Management, Employer Sponsored Retirement Plans, Life Insurance and Annuity Reviews, Estate Planning

Fee-Only financial planner located in Dacula, GA, serving clients locally and across the country

Micah Porter

CFP®, CFA®

Minerva Planning Group, Inc.

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Decatur, GA and Atlanta and Clients Nationwide

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Atlanta, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Jake Abrahamse

CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Dan Mahoney

CFP®

True Square Financial

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

David Fountain

CFP®

Financial Consultants Group

Cumming, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Fee-Only Financial Planning, Fiduciary Financial Planning

Fee-only fiduciary financial planner and investment advisor serving clients locally in Cumming, Alpharetta, Peachtree Corners and East Cobb and across the country.

Chris Staples

CFP®, AIF®

Wealth 360, LLC

Buford, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving clients locally and across the country

Molly Sutz

CFP®, MS, AFC®

BlueSky Wealth Advisors

Moultrie, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Moultrie, GA, serving clients locally and across the country

Ben Jacobs

MS, CFP®, EA, AIF®

Fully Financial

Athens, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Cash Flow Management, Net Worth Protection, Risk Management, College Education Planning, Debt Structuring and Prioritization, Ongoing Financial Advice

Your dreams don’t have to wait until you retire. With full-service financial planning and fiduciary advice, we'll help you get where you want to be tomorrow while living fully today.

Darren Beck

CFP®, MBA

Pathway Financial Advisors

Atlanta, GA

Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO

Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Chris McCall

CFP®, CIMA®

Journey Beyond Wealth

Roswell, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We help multi-generational families of significant wealth get clear about what matters most - strengthening their family unit, making an impact, and enjoying their journey.

Ian Clemens

CFA®, CFP®

EP Wealth Advisors

Atlanta, GA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

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Thomas Quinn

CFA, CPA

EP Wealth Advisors

Atlanta, GA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

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Vincent Clark

CFP®, EA

Elwood & Goetz Wealth Advisory Group

Atlanta, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Chris Moore

CFP®

Moore Family Financial, an office of CGN Advisors, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and virtually across the country

Cliff O'Conner

ChFC®, CPWA®, CIMA®

C.W. O'Conner Wealth Advisors, Inc

Duluth, GA

Specialties: Business advisory, Wealth management, Investment management, College education planning, Tax planning, Retirement planning, Estate planning, Insurance coordination, Financial planning

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Kurt Dupuis

CFP®, CIMA®

Root Wealth Management

Decatur, GA

Specialties: Comprehensive Financial Planning, Fiduciary Advice, Retirement Income Planning, Investment Management, Estate Planning, Risk Management, Professional Collaboration, Multi-generational Planning, Charitable Giving

Fee-Only financial planner located in Decatur, GA, serving clients locally and across the country. Rooted in what matters most to you.

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Billy Amberg

MBA

Bloomwood Capital Advisors LLC

Atlanta, GA

Specialties: Financial Planning, Family Office Services, Tax Planning, Estate Planning, Capital Gains Tax/Exit Planning, Charitable Giving, Equity Compensation, Complex/Not Liquid Net Worth

One hour or less could make you $100,000 wealthier or more. We create massive value through tax, estate, and financial planning for two types of clients: Young, high earning families. Families with 15MM+ net worth.

Curt Stowers

CFP®, PhD, MS

F5 Financial

McDonough, GA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning

Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.

Josh Duncan

CFP®

F5 Financial

McDonough, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate & Legacy Planning, Tax Planning

Fee-Only Financial Planner located in Venice, FL, and McDonough, GA, and serving clients across the US.

Richard Bean

CFA, CPA

EP Wealth Advisors

Atlanta, GA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

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Joseph Goetz

Ph.D., M.S., M.A., CRC®, AFC®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Justin Porter

CFP®, CPA, PFS, JD

Porter Wealth Management, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning

Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

John Stoj

MBA

Verbatim Financial

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Flat-Fee, Fee-Only financial planner located in Sandy Springs, GA, serving clients locally and across the country

Scott Mackenzie

CFP®, CIMA®, CLU®, MBA

Private Family Wealth Advisors

Atlanta, GA

Specialties: Comprehensive Financial Planning, Holistic Wealth Management, Retirement Income Planning, Estate Financial Planning, Portfolio Management, Alternative Investments, Risk Management, Cash Management

A highly selective wealth management firm based in Atlanta, GA. We're more than wealth management—we’re your strategist and therapist.

Bradley Hilton

CFP®

Sonas Financial Planning

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management

We help individuals, families, and business owners like you create and enjoy financial freedom. Fee-Only financial planner located in Atlanta, Brookhaven, Chamblee, and Dunwoody Georgia serving clients locally and across the country.

Justin Owens

CPA/PFS, CFP®, CKA®

Horizon Advisors LLC

ROME, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Rome, GA, serving clients locally and across the country

Caroline Jones

CFP®, MS, EA, CDFA®

BlueSky Wealth Advisors

Kennesaw, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Kennesaw, GA, serving clients locally and across the country

Casey Smith

Wiser Wealth Management, Inc.

Marietta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Marietta, GA, serving clients locally and across the country

Helen Ngo

CFP®

Capital Benchmark Partners, LLC

Atlanta, GA

Specialties: Personal & Business Tax Planning, Planning for New Businesses, Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Jeff Bernier

CFP®, CFS, ChFC®, MSFP

TandemGrowth Financial Advisors, LLC

Alpharetta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Alpharetta, GA, serving clients locally and across the country

Steven Wykoff

CFP®

MLR Financial Partners

Suwanee, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Suwanee, GA, serving Northeast Metro Atlanta including Suwanee, Duluth, Buford, and Braselton, GA.

John Gjertsen

CFA®, CFP®, EA

BlueSky Wealth Advisors

Acworth, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Acworth, GA, serving clients locally and across the country

Helga Cuthbert

CFP®

Cuthbert Financial Guidance

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Your Path to a Brighter Financial Future

Lauren Way-Dobson

M.S., CFP®, CAP®

Elwood & Goetz Wealth Advisory Group

Atlanta, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Kaya Ladejobi

CFP®, MBA

Earn Into Wealth Strategies

Atlanta, GA

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning

Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.

Andy Avera

CFP®, CTFA, CAP®

Journey Beyond Wealth

Roswell, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We help multi-generational families of significant wealth get clear about what matters most - strengthening their family unit, making an impact, and enjoying their journey.

Melissa (Missie) Beach

CFP®, CDFA®

Wiser Wealth Management, Inc.

Marietta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning

Fee-Only financial planner located in Marietta, GA, serving clients locally and across the country

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors

Atlanta, GA

Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO

Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Chloe Moore

CFP®

Financial Staples

Atlanta, GA

Specialties: Comprehensive Financial Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions, Tax & Estate Planning, Career Coaching & Management

Serving tech professionals locally and across the country

Jordan Slingo

CFA®, CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Chris Hardy

CFP®, ChFC®, CLU®, EA, AIF®

Paramount Investment Advisors

Buford, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

NAPFA Registered, Fee-Only Financial Planner located in Buford, GA and Serving the Greater Atlanta, Alpharetta, Cumming, Suwanee, Johns Creek and Roswell Area

Chris Parker

MS, CFP®

Parker Financial Planning, LLC

Alpharetta, GA

Specialties: Personal Financial Planning & Consulting, Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Wealth and Income Management for retirees

Owner/Principal, Sr. Client Advisor & Financial Planner, Investment Advisor Representative

Lane Mullinax

JD, CFP®, MBA, CRPS®

NPV Advisory Services, LLC

Cartersville, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only and Fiduciary since 2004.

Andrew Langdon

CFP®, CSLP®, EA, MBA

VetWorth

Peachtree City, GA

Specialties: Retirement Planning, Tax Planning, Student Loan Analysis, Comprehensive Financial Planning, College Education Planning, Investment Management, Protection Planning

Fee-Only financial planner serving veterinarians locally in the Atlanta area and virtually across the country

Ray Peebles

EP Wealth Advisors

Atlanta, GA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

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Lindsay Lynn

CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Renée Weese

CFP®, MBA

Nora Wealth Advisors, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Brad Robinson

CFA®, CFP®

EP Wealth Advisors

Atlanta, GA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

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Cannon Carr

EP Wealth Advisors

Atlanta, GA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

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Scarlott Cagle

MS-PFP, CFP®, EA

Wealthcare Capital Management, LLC

Decatur, GA

Specialties: Comprehensive Financial Planning, Portfolio Management, Retirement Income Planning, Tax Planning

Fee Only Financial Advisor Located in Decatur, GA who serves Clients in Decatur, Tucker, Metro Atlanta and across the country.

Miriam Falaki

CFP®

Savant Wealth Management

Atlanta, GA

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

Ben Loughery

CFP®, CRPC™

Lock Wealth Management

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Corporate Retirement Plans for Businesses

Helping you feel safe along the way whether building, protecting, or using your wealth. Located in Atlanta, GA, serving clients locally and across the country.

Nick Garofalo

CFP® Candidate

Openhanded Wealth

Holly Springs, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Risk Mitigation, Biblically-based Investing, Tax Planning, Estate Planning

I help business owners create lasting wealth, so they can spend time on what matters. Make strategic financial decisions that simplify life and amplify impact.

Leslie Trowbridge

CFP®

Family First Financial Planning

Cornelia, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Georgia and Florida, and where allowed in other states.

James Daniel

CFP®, CFA®, CMT®, EA

The Advisory Firm, LLC

Alpharetta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning/Preparation

The Advisory Firm, LLC is your Alpharetta GA Retirement Strategist, focusing on Fee Only Financial Planning, Investment Management and Tax Optimization/Preparation.

Jeffery Wright

CFA

Wright Wealth LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Wealth Management, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Mary Shaltis

Chicory Wealth

Decatur, GA

Caleb Brown

MBA, CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Jovan Johnson

MBA, CFP®, CPA/PFS

Piece of Wealth Planning LLC

Decatur, GA

Jon Houk

CFP®

Gratus Capital

Atlanta, GA

Lori Dietzler

CFP®

Zero Gravity Financial, LLC

Atlanta, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

Paul McNair

CFP®

The Monitor Group, Inc.

Martinez, GA

Marvin Jackson

CFP®

Abacus Wealth Factors, LLC

Savannah, GA

Patrick King

CFP®

Prana Wealth

Atlanta, GA

Roy Larsen

CFP®, AAMS®

Larsen Wealth Management, LLC

Gainesville, GA

Chad Lackey

CPA/PFS, CFP®

Beacon Financial Advisers, Inc.

Conyers, GA

Cecil Staton

CFP®, CSLP®

Arch Financial Planning, LLC

Athens, GA

Lia Bertelson

CFP®

Together Planning

Roswell, GA

Garrett Donnelly

Founder & CEO

Donnelly Investments

Atlanta, GA

Clayton Quamme

CFP®

AP Wealth Management

Augusta, GA

Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Woodstock, GA

Cathy Morgan

CPA, CFP®

Access Planning Partners, LLC

Roswell, GA

Denise Sarkor

CEPA®, CAP®

Sarkor Financial Advisors

Atlanta, GA

Jason Lina

CFA®, CFP®

Golden Bell Financial Planning

Alpharetta, GA

David Hultstrom

CFP®, ChFC®, CFA®, CAIA®

Financial Architects, LLC

Woodstock, GA

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

Brandy Wright

CDFA®, CFP®

Blake Financial Counsel, LLC

Atlanta, GA

Joshua Mastel

CFP®

Twenty Twenty Investment Advisors

Evans, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Lance Palmer

Ph.D., MBA, CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

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    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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