Find the right advisors to meet your financial planning needs in Georgia

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Georgia that can fulfill your requirements.

List of Qualified
Financial Planners in Georgia


Davidson Hepburn

Northwestern Mutual

1100 Peachtree Street NE
Suite 1000

Atlanta, GA 30309

770 8916416

Connect with Davidson

Peter Baines

Wealthlink Advisors/Northwestern Mutual

3440 Preston Ridge Road
Suite 325

Alpharetta, GA 30005

404 8463608

Connect with Peter

Temp S Davis IV

Integrated Financial Partners

132 Old Norton Rd
Suite 103

Fayetteville, GA 30215

404 4560592

Connect with Temp

Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770 3536311

Connect with Kevin

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678 6853265

Connect with Michael

Paul Culbreth

Culbreth Wealth Management, LLC

2098 Teron Trace
Ste. 700

Dacula, GA 30019

770 9791301

Connect with Paul

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770 8288303

Connect with Sam

Craig Pfau

Locust Lane Wealth Management

420 Majestic Cove

Milton, GA 30004

315 4270512

Connect with Craig

W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706 7390725

Connect with W.

John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678 5410866

Connect with John

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