With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.

Integrated Financial Partners is a member firm of Integrated Financial Group, Inc., a consortium of independent financial advisors. This support provides you with the benefits of working with an independent financial advisor without giving up the resources of a large organization. Independence Through Interdependence for Clients As experienced LPL financial planners, we know that today's sophisticated clients need independent counsel and advice on their financial matters. What we've come to learn over the years, though, is that independence is only part of the equation to effectively serving clients. Only through a thoughtful and deliberate interdependence with other highly skilled financial professionals can advisors hope to fully meet their clients' expectations, wants and needs. Whether working with CPAs, attorneys, estate planners, benefit specialists or any of numerous kinds of professional counsel, a key to successfully and thoroughly addressing clients' financial goals is to build lasting, effective relationships with a qualified team of professionals. Integrated Financial Partners and LPL Financial are not affiliated with any outside professional or their service.

Our mission is to provide value to your overall financial 
picture. Finances affect every aspect of our lives, so we work 
diligently to build a personal relationship with you and to 
understand your unique situation. With over 70 years combined 
experience, you can feel secure that our team will be able to 
provide you with unbiased guidance that adheres to the 
fiduciary standard. We walk you through our simplified, yet 
detailed, process to develop a customized plan to help you 
reach your financial goals. We believe our approach adds a 
broader perspective to all we do and provides you with peace 
of mind that comes from having a plan and an experienced team 
in your corner. Changing to a career you love?
Retiring early?
Not depending on your kids for support?
Being outrageously generous to those in need? Financial Freedom is more than just being debt-free and able 
to cover your expenses. Its about doing what you want to do. 
Let us help you develop a strategy to meet your goals. Having 
a plan and working with an advisor can help keep you 
accountable and take the emotion out of financial decision 
making. With a combined 70+ years of experience, we have seen 
market swings and helped clients through family crises. We 
would love to partner with you to help you leave a legacy.

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial 
planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies 
around pursuing his clients' goals and dreams for themselves and their families before and during 
retirement. He specializes in assisting people who find themselves in a life event that is 
financially impacting their lives such as divorce, death of a spouse, pending retirement, 
inheritance, stock option grants and employment contracts. We work often with women who are 
dealing with challenges in their lives, as well as the unique needs of sports and entertainment 
professionals. Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive 
Compensation, Risk Management.

We specialize in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.

Driven solely by client goals, Evans Wealth Management keeps you on track toward your success?
No hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. 
As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows 
that the answers to these questions don't lie in high-cost products with overly optimistic 
growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your 
finances as the tool they're intended to be: for happiness, success, peace of mind, and a 
confident future. You Point, We'll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your 
story, aspirations, and preferences, we identify opportunities you may not see for yourself, 
agree on a way forward, and keep you on track, making changes when necessary along the way. 
Acting in your family's best interests, we empower you to pursue your short- and long-term 
financial goals on your own terms. We're not just another financial advisory firm. We're a new breed'one whose service will never 
leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and 
experience the Evans difference for yourself.

Locust Lane Wealth Management is an investment advisory firm serving the investment needs of families, institutions and financial professionals. As evidence-based investors, we construct and manage customized risk-appropriate investment portfolios based on Nobel Prize winning research. Our transparent approach is backed by decades of research. To construct portfolios, Locust Lane mainly utilizes Dimensional Fund Advisors (DFA) funds. We believe DFA funds offer the investor the best probability to maximize their expected returns given their specific risk-profile. Our portfolios offer a globally diversified mix of passively managed funds that are low-cost and tax-efficient.

Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans. John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.

Momentum Wealth Management has been actively improving the financial lives of individuals and families for years. We are fiduciaries and we believe the financial industry is made better when the advisor is on the same side of the table as the client advising, not selling. Simply put, your success is our success.

At Piedmont Financial Partners, we&rsquo;re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you over the years.
We are specialists in providing&nbsp;a structured and customized financial plan. Our years of experience&mdash;combined with a highly personalized level of service&mdash;allow us to design unique strategies that can help you:
-Define your goals
-Maximize your savings
-Manage your assets
-Track and monitor your plan
At Piedmont Financial Partners, this is our specialty. Let us focus on your financial planning&mdash;so you can spend your time doing what you enjoy, both now and in the future.

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan.

The mission of Power Wealth Management is to serve clients with integrity, transparency and expertise; enabling our clients to have the peace of mind and security to spend time focused on their talents and passions.

At AdvisorySouth, we have one simple mission: building and preserving wealth and guiding our clients to a secure and successful financial future. We strive to simplify the complex world of investments, retirement plan consulting and personal financial order. In a world filled with volatility and uncertainty, AdvisorySouth pursues a partnership alongside our individual and business clients to share perspective and carefully attend to our clients' unique needs, desires and goals. We pledge to serve our clients with honesty and integrity. We will always act in the best interest of our clients.
With offices in the Atlanta Metro area, the Georgia coast and Dothan, Alabama, AdvisorySouth has a distinctly southern footprint. We offer a diverse range of services that are custom tailored to our clients' needs for investment management, retirement plan consulting, and financial and estate planning services. These are all underscored by our commitment to remain fiercely independent of any financial firms, insurance companies or other institutional ties to offer totally objective, independent advice and services to our clients. Our team of professionals and staff provide deep bench strength of knowledge and expertise. With an average 20+ years of experience per advisor in investment management, retirement plan consulting, fiduciary governance, finance, business strategy and taxation, we will help you define your vision with clarity. Then we help build and assemble the pieces so you can proceed with confidence.

Find the best financial advisor in Georgia. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

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

List of Qualified
Financial Planners in Georgia

Davidson Hepburn

Northwestern Mutual

Temp S Davis IV

Integrated Financial Partners

David Fountain

Financial Consultants Group

Kevin Garrett

Integrated Financial Group

Michael Collopy

Veracity Capital, LLC

Sam Evans

Evans Wealth Management

Craig Pfau

Locust Lane Wealth Management

W. Steve Marbert

Richard Young Associates, Ltd.

John Puckett

Lifetime Asset Management

Momentum Wealth Management

Momentum Wealth Management

Frequently Asked Questions

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

List of Qualified Financial Planners in Georgia

Northwestern Mutual

Integrated Financial Partners

Financial Consultants Group

Integrated Financial Group

Veracity Capital, LLC

Evans Wealth Management

Locust Lane Wealth Management

Richard Young Associates, Ltd.

Lifetime Asset Management

Momentum Wealth Management

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Georgia

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FINANCIAL
PLANNER