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

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Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404 4342904

Connect with Jim
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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404 8898919

Connect with Brett
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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770 6272121

Connect with David
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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678 6853265

Connect with Michael
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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770 8288303

Connect with Sam
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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678 6918500

Connect with Andrew
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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678 9052150

Connect with Bruce
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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404 4249001

Connect with Cory
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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770 3536311

Connect with Kevin
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Ed Sturdivant

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500

Duluth, GA 30097

770 8102575

Connect with Ed
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Ed Sturdivant

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

770 8102575

Connect with Ed
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W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706 7390725

Connect with W.
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Momentum Wealth Management

Momentum Wealth Management

1201 Front Ave
Suite N

Columbus, GA 31901

706 8422400

Connect with Momentum
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John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678 5410866

Connect with John
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Personal Capital

Personal Capital

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650 5561310

Connect with Personal

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